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Commentary: How FCC ban proposal is affecting China’s optical module makers

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Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

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Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

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TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

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Offshore wind projects face bidding failures as supply chain warns of a market gap

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China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

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Why Malaysia is attracting the world’s biggest AI data centers

Angel Liu, Taipei

Nov 5, 2025, 07:00 0

Nvidia CEO Jensen Huang. Credit: DIGITIMES

"Electricity is computing power," said Taiwan's Industrial Technology Research Institute (ITRI), predicting that global data center power demand will more than double by 2030...

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