Why China’s AI boom now favors power systems over silicon

China’s AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials.

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Pat Gelsinger leads Silicon Valley startups to Taiwan

Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to announce multiple technological breakthroughs and strategic collaborations. Spanning power management, optical communications, interconnects, and lithography technologies, these developments highlight how Taiwan’s ecosystem transforms cutting-edge innovations into global-scale production, reinforcing Taiwan’s role as a key accelerator for next-generation computing.

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Panjit acquires Torex Vietnam to boost global packaging and testing capacity

Panjit International has approved the use of US$10.03 million of internal funds to acquire a 95% stake in Torex Vietnam Semiconductor (Torex Vietnam), a subsidiary of Torex Semiconductor, on November 17. The acquisition aims to expand product lines and introduce automotive-grade power semiconductor packaging and testing production lines, further strengthening Panjit’s presence in the artificial intelligence (AI), automotive, power supply, and green energy sectors.

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Vingroup founder sets sights on the skies with aerospace startup VinSpace

Vietnam’s richest man and founder of Vingroup, Pham Nhat Vuong, is pushing his business empire into its most ambitious frontier yet: aerospace. The billionaire founder has established a new company, VinSpace, marking the conglomerate’s formal entry into aviation and space technology, an expansion that underscores how Vingroup is steadily evolving beyond its roots in real estate and EV.

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Samsung set to become Nvidia’s leading HBM4 supplier as Micron stumbles

South Korea’s KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia’s supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined with projections that SK Hynix will sell out its memory lineup that year, the firm forecasts that the two Korean chipmakers’ combined market capitalization could surpass KRW1,500 trillion (US$1.02 billion).

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