Subject


AI


2026-03-02

[Insights] AI Power Demand Drives HVDC Shift in Data Centers; Full-Stack Integration Emerges as Key

As AI computing demand surges and energy consumption challenges intensify, power supply solutions are drawing growing attention across the industry. According to TrendForce on TechNews, the sector is shifting away from traditional architectures toward high-voltage direct current (HVDC) power systems...

2026-02-09

[News] AI Demand Blunts Foundry Seasonality: TSMC Sees 4% 1Q Growth; VIS, PSMC Raise Prices

AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

2026-02-02

[News] China Steps Up AI Push: Alibaba Latest Qwen Model Nears U.S. Rivals; Moonshot Advances

Almost a year after DeepSeek jolted the global AI industry, Chinese developers have accelerated the rollout of new models. According to South China Morning Post, Alibaba  and Moonshot AI have both rolled out new flagship AI models, further closing the gap with U.S. leaders such as OpenAI and Google...

2026-01-30

[News] ByteDance, Alibaba, DeepSeek Reportedly Ready February Model Launches, Fueling China’s AI Race

China is rumored to roll out new AI models during the Lunar New Year holiday in February. According to ijiwei, sources say that ByteDance and Alibaba are preparing to launch a new generation of flagship AI models around the period. Previously, EE Times China noted that recent updates to DeepSeek’s...

2026-01-27

[News] AI Drives Mature-Node Prices: SMIC Reportedly Up 10%, Vanguard Estimated Up 4–8% From Q1

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

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