Stories
Tracks the technical systems, bottlenecks, and standards that reshape industrial power before they become mainstream narratives.
Data centers, especially AI-driven ones, are expected to consume 20% of U.S. electricity by 2035. Despite challenges such as grid bottlenecks and natural gas supply constraints, the rapid advancement of nuclear power is key to meeting the demand for reliable, clean electricity.
The United States is vigorously rebuilding semiconductor manufacturing, but the material foundation is key. From PFAS alternatives to rare earth magnets, material innovation determines future competitiveness.
TSMC commits to invest another $100 billion to expand US production capacity, possibly building four new wafer fabs in Arizona.
The AI infrastructure boom is driving Taiwanese suppliers to expand into the United States. Nightfood Holdings is evaluating an additional 100,000 square feet of capacity to support semiconductor and industrial automation customers.
According to three sources, TSMC is expanding its advanced chip packaging capacity: Reuters says it will add two advanced packaging plants in Chiayi Science Park in Taiwan; another source says TSMC plans to build an advanced packaging plant in Arizona and has already started construction; a third source says Phase 2 in Chiayi is also seeing three advanced packaging facilities under construction. The sources agree on the core direction of advanced packaging expansion, but differ on plant counts, locations, and project timelines, and some key details cannot be confirmed from the provided sources.
According to cross-checking across three sources, while CXMT was advancing its STAR Market IPO, it was reported to have reached a long-term memory chip supply agreement with Tencent worth more than RMB 20 billion. Another source interpreted the listing from an industry perspective as linked to China’s push for self-reliance in memory chips and reduced dependence on external capital and technology. Claims in one source about “14 agreements” and roughly US$100 billion in RPO cannot be confirmed from the provided sources.