Microsoft’s decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned US$80 billion capital expenditure. The server supply chain reports no slowdown in orders from US cloud service providers, with demand remaining strong into 2025.
National Cheng Kung University’s Crystal Research Center officially launched on the 26th, becoming the only academic institution in Taiwan capable of growing large-scale silicon carbide (SiC) crystals at ultra-high temperatures exceeding 2300°C. The center is supported by prominent companies such as Largan Precision and Delta Electronics, which have provided significant financial and equipment backing to accelerate the acquisition of advanced technologies.
SmartSens Technology (Shanghai) Co., a top Chinese CMOS image sensor (CIS) manufacturer, announced on February 27 a long-term strategic partnership with Nexchip Semiconductor, a Hefei-based wafer foundry backed by Powerchip Semiconductor Manufacturing Corporation (PSMC).
On February 27th, Adata announced the formalization of a strategic partnership with Itochu Corporation, a prominent Japanese conglomerate, and its subsidiary, Itochu Retail Link Corporation. The collaboration aims to capitalize on emerging opportunities in the Japanese memory market.
Smart glasses took center stage at CES 2025. Counterpoint Research projects a 210% surge in global shipments this year, fueled by strong demand for Ray-Ban Meta smart glasses. Chinese brands are also entering the market, but as competition rises, standing out is becoming increasingly difficult.
According to Bloomberg, Philippines-based Ayala Corp. decided to retain Integrated Micro-Electronics Inc. (IMI), its contract manufacturing subsidiary, after previously considering a sale, Chief Financial Officer Alberto de Larrazabal said. He noted that IMI is expected to operate profitably this year following a reorganization and a streamlined corporate structure aimed at improving efficiency.
E-commerce solutions provider Shopline Technology has observed a slowdown in retail growth, with brands facing two key challenges: fragmented consumer traffic and intensifying inventory competition. Maintaining competitiveness now requires transforming diverse traffic data into actionable insights.