China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity
China is dismantling the tax shelter that helped build the world’s largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.
Samsung sounds out suppliers on four new fabs by 2030, report says
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte
Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the material as a potentially lower-cost option for all-solid-state batteries while seeking performance comparable with leading sulfide-based electrolytes, Nikkei reported.
Explainer: Why Wistron opened a factory in Texas — why it’s the first node in America’s reindustrialization
When Wistron opened its 324,000-square-foot plant in Fort Worth, Texas on July 21, it was easy to read the moment as a single company’s strategic bet on the US market. But it is something larger than that.
Commentary: Gulf state’s Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains
ASEAN’s AI boom is taking on a dual role as both a “no-man’s land” and an international hub from Singapore’s perspective, while investors from the Middle East and China are also pushing into the region. According to industry sources, ASEAN’s AI industry will be driven not only by local demand, but also by China’s market.
HKC invests US$590M in advanced chip packaging to escape the LCD cycle
HKC, the world’s third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and testing project, joining BOE and other Chinese display makers in expanding upstream into semiconductors.
Intel cuts data center jobs again despite rising AI server demand
Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions affected or the timing of the reductions. The move shows that Intel is continuing to restructure and cut costs even as demand for artificial intelligence data centers rises, and it reflects chief executive Lip-Bu Tan’s continued focus on improving operational efficiency since taking the helm.
CPO commercialization opens new SiPh packaging race for Taiwan OSATs
Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional copper-wire signal path is approaching its physical limits. As co-packaged optics (CPO) and related solutions enter their first year of commercialization, the silicon photonics (SiPh) industry is poised for rapid growth.