HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high

The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges within the semiconductor industry. According to sources from integrated device manufacturers (IDMs) and IC design houses, the market is currently dominated by established European and US players, making entry difficult for smaller companies.

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TAISIC Materials shifts focus to high-end SiC substrates

Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering’s subsidiary TAISIC Materials is pursuing a targeted strategy emphasizing high-end niche applications and advanced R&D. This approach diverges from scale-based price competition and aims to redefine SiC’s functional value within specialized technology sectors.

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Blue Origin’s new satellite network eye enterprise and govt sectors

Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter of 2027. The network will serve enterprises, data centers, and government agencies, marking Blue Origin’s strategic entry into the enterprise-grade satellite communications market, while avoiding direct competition with consumer-focused providers.

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Kenmec Mechanical Engineering outlines four growth engines toward AI future

Taiwan-based Kenmec Mechanical Engineering celebrated its 50th anniversary on January 24, 2026, marking a significant evolution from a traditional engineering contractor to a technology platform leader. Under founder and president Frank Hsieh and chairman Kevn Hsieh, the company is positioning itself around four core sectors—smart manufacturing and logistics, semiconductors, public infrastructure, and AI robotics—which form the basis of its growth strategy through 2026.

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Nvidia CEO heads to India AI summit as tech giants vie for emerging market

Nvidia CEO Jensen Huang arrived in India on January 23, 2026, following company tradition by attending Nvidia’s annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated that Huang would soon visit Taiwan to meet Nvidia employees and partners. His next confirmed destination, however, is New Delhi. There, global AI leaders will gather for India’s inaugural large-scale artificial intelligence event.

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China’s computing power market starts 2026 in turmoil

China’s computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors holding cash and searching for spot supply are unable to secure goods. The market is currently in a state of extreme supply-demand imbalance. Furthermore, Cailian Press has cited sources from channel distributors indicating that distributors in China who originally dealt in graphics cards have now shifted into the memory business under the lure of high profits. As a result, gray industrial chains have emerged, and the problem of “fake memory” has become increasingly more common.

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Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China

The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately US$1.6 billion, according to multiple media reports. The move is aimed at reducing the US’s reliance on China for critical minerals while strengthening national security and high-tech supply chains.

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