Taipower pivots to small-scale green power as carbon pressure tightens on exporters
Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union’s Carbon Border Adjustment Mechanism (CBAM) reshapes export requirements. Data from Taiwan Power Company (Taipower) show that direct supply of green power has risen sharply in recent years, a trend the utility expects to continue as net-zero pressures intensify across supply chains.
South Korea commits to action-oriented AI strategy as US-China competition intensifies
Shihlin Electric expands production capacity to meet strong AI and grid demand
AI servers now compete as much on heat management as on computing power
As AI workloads reshape data center design, performance is no longer defined solely by computing power. Thermal management has emerged as an equally decisive battleground. Unlike traditional CPU-centric systems, modern AI servers rely heavily on GPUs and specialized accelerators, each drawing hundreds of watts per chip. The resulting thermal density far exceeds the limits of conventional air-cooling, turning heat dissipation into a core infrastructure challenge rather than a peripheral engineering concern.
Rafael Micro pivots to optical links and ASICs for 2026 growth
Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026, as the company accelerates its transition from a niche receiver-chip supplier into a broader high-speed signal transmission solutions provider.
Column: 2D materials struggle to deliver on semiconductor scaling promise
Eternal Precision Mechanics commands 95% share of ABF vacuum press market
Eternal Precision Mechanics, a subsidiary of LCY Technology (Eternal Materials), has quietly become one of the most dominant players in the global semiconductor equipment supply chain.
Notebook shipments expected to defy slow season in 1H26
Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than usual during the traditionally weak first half of 2026, even as brands are set to raise their end notebook prices to reflect the increasing costs, according to sources from the notebook supply chain.