NAND shortages help Phison to enter US server supply chain

Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling the company to enter the US server supply chain and the enterprise storage market. According to Pua, large server customers have proactively approached Phison to help secure supply, while NAND flash prices continue to trend upward. Consumer and channel markets are unable to bear the cost pressure, pushing the storage industry into a phase of structurally strong long-term demand.

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BizLink’s early move to Malaysia highlights shifting dynamics in global supply chains

As businesses increasingly adopt an “Out of China” approach due to geopolitical pressures, BizLink Group’s strategic choice to establish operations in Malaysia early on offers insights into Southeast Asia’s evolving role in manufacturing. While many Taiwanese firms initially expanded into China, BizLink began with a modest three-person office in Malaysia. This decision has paid dividends as the country transitioned from a low-cost labor hub into a significant manufacturing center driven by the rise of AI, according to BizLink Group chairman Roger Liang.

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Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports

Taiwan’s air cargo is on track to reach a record high by 2026, propelled by strong demand for AI servers and advanced semiconductors primarily exported to the US. According to Taiwan’s Civil Aviation Administration, while flights from China and Hong Kong continue to lag due to lingering pandemic effects and policy restrictions, routes linking Taiwan with the Middle East and North America have recovered robustly, exceeding pre-pandemic levels.

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Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries

South Korean materials company Solum Advanced Materials has created a 10-micron ultrathin stainless steel foil using its proprietary Equi-Speed Asymmetric Rolling (ESAR) technology. The foil is intended as an anode current collector in all-solid-state batteries and is undergoing sample evaluations with global battery and automotive manufacturers.

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AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models

AMI Labs, an AI startup founded by former Meta scientist Yann LeCun, is negotiating a funding round that could value the company at around EUR3 billion (approx. US$3.52 billion). The company, which focuses on developing “world models” as an alternative to large language models (LLMs), has attracted interest from multiple venture capital firms across Europe and the US.

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OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow’s corporate workflows, enhancing capabilities in voice customer service, IT automation, and computer operations. The collaboration aims to streamline routine tasks and improve data access across legacy systems.

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