AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module production and system integration. Delta Electronics has emerged as a prominent example, with its aggressive global expansion plans also accelerating capacity investments by suppliers, including rack maker JPP Holding and battery module supplier Dynapack International Technology in Thailand
Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology, and semiconductor export controls at the center of the negotiation track
As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry
Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction, sample production, and device demonstrations for high-frequency, high-power, and harsh-environment applications
