Has Intel finally found its foundry-savvy CEO with Lip-bu Tan?

For the first 45 years after Intel’s founding, from its first CEO Robert Noyce to its fifth, Paul Otellini, the company focused on perfecting the IDM (integrated device manufacturing) model. The “Intel Inside” campaign became a global success, cementing Intel’s position at the top of the semiconductor industry. It wasn’t until 2013 when Brian Krzanich became Intel’s sixth CEO that the company made its first tentative steps into foundry services.

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AI boom drives growth for connector maker JPC

Taiwan’s JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers. The connector manufacturer is expanding beyond its core products to offer third-generation open-rack external power cables, water-cooled connectors, optical modules, and active optical cables.

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Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech

Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as artificial intelligence and machine learning workloads, high-performance computing, and data center connectivity. These transceivers, utilizing Intel Silicon Photonics technology, support data transmission of 200 Gigabits per lane across both electrical and optical interfaces. They are available in three variants—DR8, DR8+, and 2xFR4—allowing data centers to double their bandwidth capacity without needing infrastructure changes, while also maintaining low energy consumption.

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AUO Display Plus, E Ink to kick off large-format ePaper production by late 2025

AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed by an NT$390 million (US$11.75 million) investment, AUO Display Plus will hold a 51% stake and E Ink 49%. The new production line will be built at AUO’s Longtan Science Park facility in Taoyuan, with production slated to begin in the fourth quarter of 2025.

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