To meet the aerospace industry’s push for lighter, more environmentally sustainable next-generation aircraft, Taiwan’s Aerospace Industrial Development Corporation (AIDC) has stepped up research and development of thermoplastic composite materials in recent years.

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia’s next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).

Seres Group, once the clearest listed proxy for Huawei’s EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales and profit.

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron’s stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.