US ruling confirms Innoscience infringed Infineon’s GaN patents, imposes import ban
The US International Trade Commission’s final determination against Innoscience has been upheld following the conclusion of the Presidential Review Period, confirming that the Chinese GaN chipmaker infringed a patent held by Germany’s Infineon Technologies.
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China
Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented themselves to obtain servers containing Nvidia chips before rerouting them to China. He has been accused by Singaporean prosecutors of money laundering and other charges, as Singapore emerges as a hub for illicit AI chip flows to China.
Microsoft AI data center faces Wisconsin lawsuit over noise and light pollution
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
China’s sodium battery boom faces supply risk
China’s sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs. But Chinese media say the market is already showing a split between “big-company heat and small-company chill,” and that large-scale production could expose new material shortages.
Zhen Ding 2H26 outlook brightens on server and optical demand
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
AI servers and MacBook demand push Quanta revenue to new record
Strong AI demand lifted Quanta’s revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers serving as the main growth driver and notebook shipments also contributing. Quanta shipped 4.5 million notebooks in June, up 28.57% from the previous month, bringing second-quarter notebook shipments to 11.5 million units, compared with 10 million in the first quarter.
US grid strain from AI power demand extends order boom for Taiwan equipment makers
A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance in the country’s power system. As aging grid infrastructure struggles to keep pace with rapidly rising AI-driven electricity demand, Taiwan’s power equipment manufacturers are seeing stronger order momentum and extending backlog visibility in North America.
Unimicron prices US$1.355 billion overseas depositary receipt offering
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan’s electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company’s balance sheet, with potential benefits for shareholders worldwide.