News
Japan's Strategic Position in the Semiconductor Industry in the AI Era
1+ week, 18+ hour ago (528+ words) The History and Overall Positioning of Japan's Semiconductor Industry With the rapid growth of artificial intelligence (AI), the Internet of Things (Io T), autonomous driving, cloud computing, and high-performance computing (HPC), the role of Japanese companies has further deepened. This report…...
MLCCs: The "Rice of Electronics" Becomes a Power Bottleneck in the AI Era
1+ week, 2+ day ago (614+ words) When the market talks about AI servers, the focus usually goes to GPUs, HBM, Co Wo S, PCBs, CCLs, optical modules, and liquid cooling. But as AI systems evolve from single servers into rack-scale, and eventually data-center-scale architectures, another long-overlooked…...
Space X IPO: Building the Space Economy for the AI Era
1+ week, 4+ day ago (1612+ words) Introduction: The Vision and Mission of Space Data Centers In the 21st century, advances in AI models have created unprecedented demand for computing resources. Models centered on training and inference require massive compute power, electricity, and cooling systems. However, traditional terrestrial…...
GTC Taipei Perspectives and Taiwan AI Supply Chain Depth Insights from Computex 2026
1+ week, 6+ day ago (1385+ words) This two-layer architecture includes a reasoning/planning model at the bottom and an orchestration engine on top. Users only need to express their needs through voice or text, and AI agents can automatically call software tools to complete tasks. DSX…...
Jensen Huang Becomes Korea's New Tech Superstar
2+ week, 2+ day ago (1745+ words) After leaving Taiwan, Jensen Huang traveled to South Korea, and the country quickly witnessed a familiar scene: media outlets chasing his motorcade, crowds gathering around him, corporate leaders lining up for meetings, financial communities tracking his itinerary in real time,…...
Lightmatter at Computex 2026: The AI Infrastructure Bottleneck Has Shifted from Compute to Interconnect
2+ week, 6+ day ago (1638+ words) At Computex 2026, Lightmatter founder and CEO Nick Harris delivered a message that is becoming increasingly difficult for the AI infrastructure industry to ignore: the next major bottleneck in AI is no longer raw compute. It is interconnect. The real question…...
The Next Power Architecture for AI Data Centers: Solid-State Transformers and 800 V HVDC
3+ week, 13+ hour ago (337+ words) AI data centers are entering a new power era. As GPU clusters scale from tens of kilowatts per rack toward hundreds of kilowatts, and eventually megawatt-class rack systems, the bottleneck is no longer only compute, memory, or networking. It is…...
NVIDIA GTC Taiwan 2026: The AI Factory Era Has Arrived, and Taiwan Is Moving from Supply Chain to Co-Designer
3+ week, 2+ day ago (1674+ words) On June 1, 2026, Jensen Huang stepped onto the stage at the Taipei Music Center. His opening line " "Very good to be home" " immediately electrified the audience. But if we treat this GTC Taiwan Keynote merely as another product launch, we underestimate…...
Jensen Huang's AI Talent Thesis: As AI Becomes Common, Human Judgment Becomes Scarce
3+ week, 3+ day ago (1733+ words) In the AI era, many people are asking the same anxious questions: What should young people study? What skills will still matter? Which jobs will not be replaced by AI? Jensen Huang's answer is both simple and profound. He argues…...
Jensen Huang's Taiwan Dinner: Why Taiwan's Entire Supply Chain Is Becoming the Backbone of AI Infrastructure
3+ week, 5+ day ago (1681+ words) NVIDIA CEO Jensen Huang's latest "trillion-dollar dinner" in Taiwan may look like a gathering of tech industry leaders on the surface. But from a semiconductor and AI infrastructure perspective, it is closer to a live map of Taiwan's AI supply…...