Inergy sees growth in 2Q25 as AI server cooling fans ramp up

The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply chain for AI server cooling fan driver ICs, which are expected to gradually ramp up production in the second quarter of 2025, driving overall gross profit growth. He maintains a cautiously optimistic outlook on industry development for 2025.

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Maxell to cease square lithium-ion battery production, focus on all-solid-state batteries

Maxell will stop producing square lithium-ion batteries, used in smartphones and gaming consoles, by May 2025 and dissolve its Chinese manufacturing subsidiary, Wuxi Maxell Energy Co., Ltd. The company announced on March 24 that it expects a notable loss of approximately JPY2.8 billion (US$18.74 million) for the fiscal year 2024 due to the closure, reports Nikkei and Jiji.

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‘AI hype isn’t a strategy’: Dell exec’s two-question reality check at AI EXPO 2025

As enterprises rush to implement AI across operations, Dell Technologies Systems Engineering Director Eric Leung says most hit the same two walls: soaring costs and unreliable data. Drawing from Dell’s own experience, he urges businesses to first ask two essential questions: What assets do we already have? What specific problem are we trying to solve?

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Rapidus partners with Quest Global to advance 2nm chip development

Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest’s customer network while accelerating the development of power-efficient, general-purpose AI semiconductors.

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Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps

Nvidia’s high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates are in short supply due to insufficient production capacity from Japanese suppliers, raising concerns regarding future shipment schedules. However, Taiwan Glass, a major player in the glass manufacturing industry, recently announced that it has successfully overcome the capacity gap.

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Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts

Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform?

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