Analysis: China’s AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China’s rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above that level by the end of 2026, making China the world’s second-largest data center market after the US.

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The AOC 24G51S and AOC 24G50S form another pair of nearly identical 320Hz FHD Fast IPS monitors

The brand-new AOC 24G51S and the AOC 24G50S form a pair so alike that telling them apart requires looking at the stand. Their panels, performance metrics, physical dimensions, and overall design language mirror each other to the point where the base shape becomes the only practical distinction. Both monitors rely on a 23.8‑inch IPS display running at 1920 x 1080, offering 300 cd/m² brightness and…

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Gold Circuit turns Amazon into a shareholder for Trainium servers

Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies from a simple supply-chain relationship to a strategic partnership backed by equity. The deal would also turn a GCE customer into a shareholder of the printed circuit board (PCB) maker, while Amazon invests again in Taiwan’s server supply chain after joining Alchip Technologies’ private placement in 2024.

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The KTC 25M5 260Hz Fast IPS QD-Mini LED esports monitor is launched in China, pending global release

The KTC 25M5 is an advanced esports monitor that was launched in China and teased for a global release with an unspecified timeframe. The monitor features a 24.5-inch Fast IPS display with a QHD resolution and a 260Hz refresh rate. It uses a BOE MV245QHB‑NF1 display panel with 10‑bit color (8‑bit + FRC) paired with Quantum Dot Color technology, covering 100% of the sRGB, 96.4% of the Adobe RGB…

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Taiwan identifies electricity supply as national strength, with plans to expand gas and green energy

As power infrastructure is now widely regarded as the foundation of a nation’s strength, Taiwan is accelerating investment in gas-fired generation, green energy and energy storage. Premier Cho Jung-tai has outlined a medium- to long-term electricity plan, which will extend Taiwan’s offshore wind expansion timetable to 2039.

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Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use

Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company’s patented high-bandwidth memory (HBM) technology without authorization. The case arrives as AI applications are driving soaring demand for next-generation memory chips, and it is brought forward by a company with a track record of winning patent verdicts against memory makers.

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Taiwan backs TSMC’s US push but insists core R&D stays home

Taiwan’s semiconductor industry, which originated in the Hsinchu Science Park and later expanded to the Central and Southern Taiwan Science Parks, now encompasses manufacturing bases across three continents, Premier Jung-Tai Cho said in a policy report to Taiwan’s legislature, the Legislative Yuan, as its 11th term convened for its sixth session. Beyond high-tech giants, hidden champions within Taiwan’s traditional industries are also taking center stage internationally.

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Apple A20 Pro ditches PoP memory packaging for WMCM

Apple’s A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side to potentially improve packaging yield and thermal performance, according to a teardown analysis by TechInsights. The findings come as Qualcomm’s Snapdragon 8 Elite Gen 6 and Apple’s A20 Pro draw comparisons around 2-nanometer chip manufacturing and memory packaging.

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