Dynamic’s Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026

Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.

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Tesla orders boost Samsung’s Taylor plant; OCI expands semiconductor-grade phosphoric acid production

South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer demand driven by Samsung Electronics’ upcoming US Taylor fab, scheduled to begin operations in 2026. OCI aims to strengthen its competitive edge through early equipment investments.

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OpenAI reportedly eyes US$500 billion valuation in employee stock sale

OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value the company at US$500 billion, a dramatic jump from its most recent valuation of US$300 billion. The proposed transaction is aimed at retaining top talent and rewarding staff as competition for AI researchers intensifies across the tech industry.

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Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution for the growing demands of artificial intelligence (AI) workloads. Announced at the Future of Memory and Storage (FMS) Forum 2025 in the US, the move signals Samsung’s renewed push into the premium enterprise storage segment.

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Aleees expands global footprint, seizes restructuring opportunities for LFP technology

Lithium intellectual property supplier Advanced Lithium Electrochemistry (Aleees) issued on August 7 an update to its customer certification progress, in which the company counted a total of 94 effective clients, of which 62 are in-depth collaborative partners. In addition to Taiwan, the company’s current footprint spans Europe, the US, Japan, South Korea, and Southeast Asia.

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AmTRAN Technology’s operating profit soars 534% in 1H25, driven by stable video conferencing and computer peripheral orders

AmTRAN Technology announced a preliminary revenue of NT$2.034 billion (in the same period last year. The company’s revenue performance in the second quarter of 2025 showcased significant quarter-over-quarter gains. Consolidated revenue rose 21% to NT$6.43 billion (approx. US$215.4 billion), driven by heightened demand in video conferencing, gaming monitors, and peripheral devices.

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Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached NT$1.72 billion (approx. US$57.58 million), roughly flat compared to NT$1.74 billion in the same period of 2024. However, profits were impacted by approximately NT$20 million in exchange rate losses during the first half.

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