Meta is reportedly developing a new AI model, code-named "Avocado," slated for release in the spring of 2026.
Japanese software service provider Datasection has signed an agreement with Inventec to purchase 1,250 servers equipped with 10,000 Nvidia B300 GPUs. The company plans to build a world-class, first-of-its-kind large-scale AI cluster featuring Nvidia B300 GPUs in Sydney, Australia.
Taiwan officially launched a new government-funded cloud computing center on December 12, 2025, marking a major step in boosting domestic artificial intelligence (AI) capabilities. President Lai Ching-te highlighted that Taiwan not only leads in advanced chip manufacturing but also possesses world-class capabilities in systems integration and supercomputing technologies.
Qualcomm's acquisition of Ventana Micro Systems signals a clear push to deepen its commitment to RISC-V and accelerate the maturation of the surrounding ecosystem.
China has accelerated its push for technological self-reliance, with standard-setting now extending from hardware into software. Huawei recently announced that the HarmonyOS PC Enterprise Edition has entered beta testing, alongside the launch of the Huawei Qingyun HM740 running the new system.
Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term.
Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services.
The rapid surge in single-rack power for AI servers is putting immense pressure on data center electricity demands, making high-voltage direct current (HVDC) a key technology focus. STMicroelectronics (ST) has proposed a three-stage voltage conversion solution for servers and announced a collaboration with Nvidia to develop a 12kW DC-DC converter stepping down from 800V to 50V.
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers' (CSPs) surging capital expenditures to upgrade high-power servers and rack power distribution systems amid explosive AI demand growth.
STMicroelectronics (STMicro) held its annual Techday event in Taipei on December 12, showcasing solutions across a wide range of applications. The event focused on four main themes: smart mobility, power and energy, edge AI, and robotics. Over 30 application solutions were displayed, covering AI server power and cooling, EV technologies, MEMS and imaging, edge AI platforms, smart building and industrial control systems, secure connectivity, and high-speed wireless communication. Humanoid robots are currently a key focus area for STMicro, and the company is aiming to establish early positioning to capture future opportunities.
As global artificial intelligence (AI) computing demand surges from the megawatt (MW) to gigawatt (GW) scale, traditional data centers are facing cooling and energy challenges. This shift is driving the industry from air cooling technology to high-efficiency liquid cooling, with "waste heat" increasingly seen as a key asset for the next wave of the energy revolution.
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