Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade.
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.
According to Bloomberg, Reuters, and Mint, Digital Connexion, a joint venture between Mukesh Ambani's Reliance Industries, Canada-based Brookfield Asset Management, and US-based Digital Realty Trust, announced that it will invest US$11 billion by 2030 to develop a 1GW artificial intelligence-native data center campus in Visakhapatnam, Andhra Pradesh.
According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam, Andhra Pradesh, the company said on Friday. The investment will be made through AdaniConneX, a joint venture between Adani Enterprises and private data center operator EdgeConneX.
Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut post, he targets the AI boom and warns that Nvidia may now sit in the same systemic hotspot Cisco occupied during the dot-com era.
Google has launched Gemini 3, a new generative AI model that has quickly outperformed competing models, including OpenAI's recently released GPT-5.1, across most AI benchmark leaderboards. Launched on November 19, Gemini 3 introduces several novel features such as Deep Think mode, Nano Banana, and Antigravity, and is supported by Google's seventh-generation TPU Ironwood hardware unveiled the same month. This marks a strategic shift for Google from a defensive to an offensive approach in the AI arena.
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.
Taiwan's tech industry is set for a major transformation in international expansion, amid the ongoing restructuring of global supply chains and geopolitical shifts. In his capacity as chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), Hon Hai (Foxconn) chairman Young Liu has pledged to replicate Taiwan's science park model overseas, a bid welcomed by many small and medium-sized enterprise (SME) owners, who hope for swift implementation of such plans.
More coverage
