28
Mar
28
Mar
DeepSeek sparks AI appliance gold rush in China—with commitment still elusive
Since January 2025, the open-source large language model (LLM) DeepSeek has sparked a surge of product launches across China’s enterprise AI sector. Nearly 100 vendors—including server manufacturers, cloud service providers, software developers, and AI model firms—have introduced pre-integrated (aka ‘all-in-one’) AI appliances designed to run DeepSeek locally with minimal setup.
28
Mar
AI bubble brewing? Alibaba chair warns of data center frenzy
Alibaba Group Chairman Joe Tsai warned that the ongoing AI data center boom risks creating a market bubble. Speaking at the HSBC Global Investment Summit, he said construction is likely outpacing actual demand for AI services.
28
Mar
Samsung and SK Hynix profits set to soar with memory chip market recovery
As the memory chip market re-enters a favorable cycle, industry forecasts predict that Samsung Electronics and SK Hynix’s operating profits in 2025 could surge by 40% compared to previous predictions. Samsung’s operating profit is expected to reach KRW41 trillion (US$28 billion), returning to levels seen during its peak years. SK Hynix will likely achieve a historic high, with operating profits possibly reaching KRW29 trillion.
28
Mar
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few areas showing clear momentum amid broader market uncertainty.
28
Mar
Ex-finance minister of Taiwan joins Lelon board as independent director amid governance overhaul
Taiwan’s Lelon Electronics has named former Finance Minister Christina Liu as an independent director, part of a full board shakeup finalized at its recent extraordinary shareholders meeting.
28
Mar
Mundus Smart Energy enters Japan with 2MW grid-scale storage coming online by year-end
Mundus Smart Energy, a subsidiary of Taiwan’s Lealea Group, is expanding into Japan’s high-voltage battery storage market with seven approved projects totaling 14MW. The installations span key economic zones including Tokyo, Kyushu, and Hokkaido. Two 2MW sites in Saitama Prefecture are scheduled to go online by the end of 2025, marking the company’s first operational assets in Japan.
28
Mar
Uni-President Group strengthens e-commerce presence with Yahoo Taiwan acquisition and PChome Online investment
Uni-President Group, a major Taiwanese conglomerate, has made significant moves to strengthen its foothold in the e-commerce space, announcing recent acquisitions of Yahoo Taiwan’s e-commerce business and a 30% stake in PChome Online, Taiwan’s largest online retailer. This strategic investment also grants Uni-President two seats on PChome’s board, aligning with the company’s broader business expansion goals.
28
Mar
South Korean firms overtake Japanese rivals in high-end auto display market for the first time
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung Display (SDC) will focus on developing high-end products to expand their business.
28
Mar
LG Energy Solution to supply 1GWh of ESS batteries for Poland’s clean energy transition
LG Energy Solution (LGES) has signed a battery supply deal with Polish utility Polska Grupa Energetyczna (PGE) to deliver lithium iron phosphate (LFP) batteries for a 1GWh energy storage system (ESS) project in northern Poland. Scheduled to go online in 2027, the facility is designed to boost renewable energy integration and stabilize the local power grid.