Climate change drives Taiwan power grid overhaul and demand surge

Following multiple typhoons in 2024, Taiwan faces significant challenges to its power grid. Taiwan Power Company (Taipower) Vice President and CEO Ming-Shu Chen highlighted the increasing unpredictability of climate change’s impact on Taiwan, stressing the need to enhance the resilience of power infrastructure and improve cross-agency collaboration to tackle extreme weather events effectively.

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AI driving lucrative opportunities in workstation businesses

Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has seen strong sales of its X600 Server, a fully rugged command server, due to enterprise demand for AI functions. In addition, Quanta executive VP Alan Tsai has recently noted untapped potential in workstations.

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ASM expands Taiwan footprint in Hsinchu as upstream suppliers cluster around TSMC

ASM’s Taiwanese subsidiary held an opening ceremony for its new office in Hsinchu, following similar moves by other global semiconductor equipment and materials suppliers including Fujifilm Electronics Materials Taiwan and Tokyo Electron. This cluster of upstream suppliers establishing their presence near Taiwan Semiconductor Manufacturing Company (TSMC) highlights the region’s growing importance in the semiconductor supply chain.

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AWS unveils Amazon Nova models

AWS has expanded beyond its existing Titan series with the introduction of the Nova family of AI models. The announcement came during the annual AWS conference, where Amazon CEO Andy Jassy made a special appearance to unveil various Nova versions including Micro, Lite, Pro, and Premier. While the first three versions are now generally available, Premier is scheduled for a later release.

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和辉光电:集成电路基金及其一致行动人减持4.97%股份

和辉光电12月3日公告,公司于2024年12月2日收到公司股东上海集成电路产业投资基金股份有限公司(以下简称“集成电路基金”)及其一致行动人上海科技创业投资(集团)有限公司(以下简称“科创投”)发来的《股东减持本公司股票告知书》。2022年11月18日至2024年12月2日,集成电路基金通过上海证券交易所大宗交易方式减持其所持有的公司股份687,832,300股,占目前公司总股本的比例为4.97%。

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