China's upstream supply chain for multilayer ceramic capacitors is rapidly expanding capacity to meet surging global orders driven by the artificial intelligence boom.
NVIDIA's Rubin AI infrastructure introduces a fully liquid-cooled system operating at 45°C, eliminating fans and chillers. This innovation significantly cuts energy and water consumption, reduces noise, and improves space efficiency in data centers.
Kingboard Holdings will sell 155 million shares in Kingboard Laminates at a discount, aiming to expand business and production capacity to meet surging demand. The deal is expected to close on June 22.
Soaring AI server demand is pushing Japanese and South Korean MLCC makers into high-end products, creating opportunities for Chinese competitors in lower-end markets. The MLCC market is experiencing a historic cycle with rising prices and capacity expansion expected.
Three Taiwanese IT professionals were arrested for allegedly attempting to smuggle 50 high-end AI servers, equipped with NVIDIA HB300 chips and purchased for NT$700 million, to mainland China, Hong Kong, and Macau. They face charges of document forgery and other offenses, and have been detained.
