Flex doubles European power capacity with new Poland facility to meet AI-driven data center demand

Flex’s Critical Power division, Anord Mardix, is expanding its European critical power operations through a significant investment in a new facility in southern Poland. The site, located in Bielsko-Biała, will double the company’s regional capacity for power products to 1.2 million square feet, as demand surges for AI-driven data center infrastructure.

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Leadsun Greentech secures renewable energy contract with TSMC

Leadsun Greentech, a Taiwan-based company specializing in renewable energy, announced on May 12, 2025, that it has been selected as a green energy supplier for Taiwan Semiconductor Manufacturing Company (TSMC). This agreement comes after the company’s notable partnership with Taiwan Mobile in 2024, the first Taiwanese firm to join the RE100 initiative. Following this latest development, Leadsun Greentech’s board has approved the signing of a renewable energy purchase agreement with TSMC.

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Taiwan’s machinery rebound overshadow by rising currency drag

The Taiwan Association of Machinery Industry (TAMI) reported that Taiwan’s machinery exports hit US$2.422 billion in April 2025, up 7.7% compared to the same period last year. Cumulative exports for the first four months rose 4.7% from the same period in 2024, signaling a tentative industry rebound. However, manufacturers remain wary amid lingering concerns over tariffs and exchange rates.

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From flagship to family car: SiC drives China’s EV boom amid intense price wars

Although the 2025 Shanghai International Auto Show has concluded, its ripple effects continue to shape the automotive landscape. Bolstered by the Chinese government’s early implementation of trade-in subsidies, alongside a confluence of auto show buzz and promotional campaigns, China’s passenger vehicle retail sales soared to 1.81 million units in April 2025, marking the second-highest monthly figure on record.

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Cloud market remains strong as top trio CSPs report capacity constraints

Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon’s AWS continues to lead the market, while Microsoft and Google show stronger growth momentum. During recent earnings calls, all three companies highlighted tight cloud supply capacity, dispelling earlier market concerns about a potential demand reversal.

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AI and advanced chipmaking drive robust growth in semiconductor materials

With the escalating global trade tensions and fresh US tariffs rattling the semiconductor sector, the underlying momentum in high-performance computing (HPC) and AI applications remains undeterred. Particularly, the ramp-up in 2-nanometer process production and sustained demand for advanced packaging technologies are fueling optimism among materials distributors. As a result, the traditionally slow first quarter of 2025 defied expectations, with industry players anticipating a strong second quarter as well.

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