Taiwanese lithium battery materials maker Aleees said it secured a 20-year supply contract with Tesla Inc. and plans to deliver at least 100,000 tons of lithium iron phosphate (LFP) precursor materials annually to support demand in the US market. The company is also searching for a new factory site, with Tainan emerging as the leading option.
Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators forced the US tech group to unwind its acquisition of the company.
Co-packaged optics has become the inflection point for AI infrastructure, but the industry has not yet built the shared testing standards and simulation groundwork the technology needs, ASE senior technical program manager Nicole Tien said at the OCP APAC summit.
Nvidia’s Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking at Nvidia, stated at the OCP APAC Summit 2026 — and the manufacturing chain behind them runs heavily through Taiwan.
Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel here: the form factor reaches its physical limit at the 49.6T switch generation, roughly 18 months out.
At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main bottleneck is no longer compute; beyond memory, networking has become a key constraint on how far AI infrastructure can scale.
China’s leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics and strengthening its position in the global PC memory supply chain.
Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant to compete with the world’s leading open-source models, according to The Information. While this may put it in the awkward position of vying against its customers, the chipmaker’s advocacy for open-source AI could see the company benefit from more chip sales across the board.
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