Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid modernization projects. Wire and cable manufacturers such as Taya and Walsin Lihwa stand to benefit from the international copper price surge, with market reports suggesting planned price increases for related products.

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Baidu’s AI chip unit Kunlunxin confidentially files for Hong Kong IPO

Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company’s push for semiconductor self-sufficiency. On January 1, 2025, Baidu said Kunlunxin confidentially filed a listing application with the Hong Kong Stock Exchange, formally setting the stage for a potential initial public offering, though key details such as the offering size, structure, and timing remain undecided.

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IC substrates and networking PCBs grow; materials and equipment face shortages

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron and Kinsus, which have gradually emerged from the oversupply bottleneck caused by large-scale post-pandemic capacity expansion. The surge in orders has spread to multiple networking and server PCB manufacturers, including Gold Circuit Electronics (CGE), Allied Circuit Co. (ACCL), and First Hi-tec, driving double-digit year-over-year growth in Taiwan’s PCB manufacturing output value in 2025.

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DeepMind argues AGI may emerge as network of AI agents rather than single superintelligence

As AI moves from labs to everyday applications, 2025 is emerging as the year AI Agents begin transforming human interaction with technology, shifting from simple assistants to autonomous executors of complex tasks. Google DeepMind’s recent research offers a fresh perspective on how true Artificial General Intelligence (AGI) might develop—not as a single dominant AI, but through a decentralized network of specialized Agents working together.

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