CATL extends global lead as Korean battery utilization drops to 50%

South Korea’s once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese rivals surge ahead, driven by low-cost lithium iron phosphate (LFP) technology, strategic pivots, and overwhelming production efficiency. New data shows Korea’s three major battery makers—LG Energy Solution, SK On, and Samsung SDI—are ceding market share at an accelerating pace.

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Liquid cooling becomes essential for next-gen AI servers

The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional air cooling is gradually approaching its limits in terms of energy efficiency and heat dissipation capability, making liquid cooling technology a focal point in the market. Supply chain sources point out that AI heavily relies on a stable computing environment, and thermal management is no longer just an additional measure but directly affects server performance and data center return on investment.

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Dragonfly UAS joins Qisda in drone push

To accelerate its expansion in the drone market, Qisda has recently incorporated two drone companies, one of which is Dragonfly UAS. Apart from being a distributor in Taiwan for American firm Skydio’s drones that are in active use by the US military, Dragonfly UAS has also launched its self-developed vertical take-off and landing (VTOL) drones.

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Arm CEO Rene Haas recalls Nvidia’s bold exit from Intel chip support during his time working with Jensen Huang

As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm Holdings CEO Rene Haas reflected on his seven years working on computing products at Nvidia and highlighted Huang’s decisive leadership that reshaped the company’s trajectory.

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iPhone upgrade surge may boost Taiwan’s phone recycling volume to 100,000 units in 2025

Taiwan’s used phone market is showing signs of warming up. The growth is driven in part by a wave of device upgrades following the launch of Apple’s iPhone 17 lineup. It has been further fueled by “phone recycling month” programs in October, during which telecom operators and retail channels actively promote trade-in and recycling programs.

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