Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint for AI server manufacturing, overtaking concerns about memory shortages. Speaking at the DIGITIMES Tech Forum 2026 in Taipei, he said reliable power will remain a major hurdle for the industry through 2026 and likely beyond, even as demand for AI servers stays strong.
Tokyo Electron Limited (TEL) sought to clarify its position after Taiwan’s High Prosecutors Office indicted its subsidiary, Tokyo Electron Taiwan Ltd., over alleged supervisory failures tied to a confidential-information leak. TEL itself has not been indicted.
Kyocera has abandoned its bid to enter the 5G base-station market, shelving a plan it once hoped would help Japan reclaim a foothold in critical communications infrastructure. The company had previously announced a target of commercial deployment by 2027, but ultimately concluded that global competition is too fierce to ensure a viable return.
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