The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage, and transformer manufacturers are well-positioned to benefit from their technological expertise, cost efficiency, and rapid delivery capabilities. As data center operators seek solutions to upgrade aging power infrastructure, the reliance on Chinese suppliers is growing sharply.
In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations. This situation has raised concerns among customers regarding supply stability and cybersecurity risks.
Traditional encryption systems are facing challenges as AI and quantum computing advance. In early 2025, international financial institutions and automotive supply chains began adopting post-quantum cryptography (PQC) to prepare for potential threats posed by quantum computers. Now, AI data centers and industrial applications are also integrating PQC.
A recent report from Stanford University reveals that Chinese open-source artificial intelligence (AI) models are rapidly catching up to, and, in some cases, surpassing their US closed-source counterparts. This shift highlights changes in the global technology landscape, as Chinese models gain popularity among developers worldwide.
The rapid growth of generative AI and large-scale models has significantly increased power consumption in computing chips, pushing thermal management into critical focus. High-end AI accelerators now consume power at kilowatt levels, producing concentrated heat fluxes that challenge existing cooling methods, potentially limiting performance and reliability across data center systems.
As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation, extending into higher-margin segments such as AI servers and advanced cooling.
Streaming device brand Ovomedia Creative (OVO) has announced its new product lineup for the year**,** as well as a new partnership with one of Taiwan's leading parenting brands, marking its entry into the education market.
XING Mobility announced it will showcase advancements in electric vehicles (EVs), energy storage systems, and AI data center backup batteries at the 2026 Consumer Electronics Show (CES 2026) in the US. The presentation will focus on a decade of development in immersive cooling technology.
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first half of 2026 will be driven mainly by the cloud and server markets, which are expected to show strong positive trends extending into 2027. In contrast, consumer electronics, industrial automation, and new energy sectors are forecasted to remain flat or slow down.
Tech giants, including OpenAI, Meta Platforms, and Anthropic PBC, are sparking intense competition for artificial intelligence (AI) talent. Google, in particular, has turned to rehiring former employees to strengthen its workforce. Internal data cited by CNBC shows that about 20% of AI software engineers hired by Google in 2025 are returning employees, a significant increase from previous years.
Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US.
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