China’s AI compute power gap spurs rise of 10,000 GPU interconnected networks

The 2024 China Computing Power Conference highlighted the ongoing challenges in China’s AI computing capabilities. Experts emphasized the need to address China’s computing power gap by developing an interconnected compute network and utilizing other technologies to enhance overall performance, primarily due to the limitations of domestic GPU single-card performance.

Continue reading

China’s largest OSAT provider JCET finalizes acquisition of WD’s subsidiary in Shanghai

On September 30, 2024, JCET, a prominent leader in China’s semiconductor packaging and testing industry, announced that its wholly-owned subsidiary, Changjiang Management Co., had completed the acquisition of an 80% equity stake in SanDisk Semiconductor (Shanghai) Co., Ltd., a packaging and testing subsidiary of Western Digital (WD).

Continue reading

Quanta purchases additional fuel cell systems to accommodate AI burn-in tests

Quanta Computer’s (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems are intended for upgrading equipment used in testing and verifying high-end servers, highlighting the significant power demands and ESG considerations associated with AI servers.

Continue reading

Bright LED defies market trends, sustains momentum into 2025

As market demand rebounded in 2024, Bright LED Electronics Corp. achieved stable operations starting in the second quarter. The company posted an after-tax net profit of NT$89 million (approx. US$2.78 million) for the first half of the year, representing a 40% year-over-year growth. Despite ongoing uncertainties in order visibility, Bright LED expects its performance in the fourth quarter and throughout 2025 to remain consistent with that of the first half of 2024.

Continue reading