Gallium Nitride (GaN) semiconductors, having made a strong debut with fast chargers for consumer electronics, are now finding fresh opportunities in AI servers, data centers, and most recently, robotics. The rapid expansion of generative AI has spotlighted the potential for GaN technology in various robotic applications, from LiDAR sensing systems to motor controllers and battery management systems.

China is attempting to produce High-Bandwidth Memory (HBM) in hopes of regaining control over AI, according to South Korean industry insiders.

Taiwanese panel giant AUO is undergoing a significant transformation to diversify its business and reduce reliance on the cyclical display panel market. The company is focusing on three core operating structures: smart mobility solutions, vertical solutions, and display technology.