IntelliEPI targets record 2026 revenue amid InP substrate shortages

Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company’s biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.

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Taiwan electronics production jumps 93% in first five months of 2026 on AI boom

Taiwan’s Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan’s computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.

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Eizo EV3851X and Eizo EV3451X FlexScan monitors expand Eizo’s ultra-wide lineup

Eizo has introduced two new ultrawide, curved monitors – the FlexScan EV3851X and EV3451X – designed to meet the evolving demands of modern hybrid work environments. The 37.5‑inch EV3851X succeeds the EV3895 as the company’s next‑generation ultrawide flagship, while the 34.1‑inch EV3451X arrives as a streamlined alternative to the EV3450XC for users who do not require integrated communication…

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EU clears EUR76M in German aid for Munich quantum chip-testing plant

The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds’ plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels’ push to reduce Europe’s reliance on foreign chip technology and strengthen its industrial autonomy.

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Century Wind Power to acquire Century Huaxin and rebrand as Century Energy Equipment

Century Wind Power announced on June 25 that its board approved a share-swap acquisition of 100% of Century Huaxin Wind Energy Co. and a proposed corporate name change to Century Energy Equipment Co., Ltd. The deal will see Century Wind Power issue new shares at an exchange ratio of 0.22 ordinary shares for each Century Huaxin ordinary share, with an expected issuance of 44,000 thousand new shares representing about 18.64% of post-issuance share capital.

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Europe’s AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world’s AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024 to 35 GW by 2030 — a tripling driven almost entirely by AI. The infrastructure to close that gap does not yet exist, and building it in Europe costs substantially more than building the equivalent in the US.

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