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AI & Enterprise
AI data centre power surge solution found, fierce race for next-generation DC power grids
AI data centre power infrastructure is increasingly likely to shift from alternating current to direct current, as soaring computing demand exposes limits in existing power systems. Multi-stage AC-to-DC conversions cause energy loss, heat and complexity. The industry is turning to high-voltage DC, such as converting 13.8 kV AC to 800V DC, to improve efficiency and cut copper use. Power equipment companies are rolling out DC designs, while supply constraints and demand uncertainty remain.
Industry
Taiwan semiconductor fabs: 68 percent face equipment compatibility bottlenecks, opening door for South Korean suppliers
About 68 percent of Taiwan fabs are facing bottlenecks due to compatibility problems between equipment, creating openings for South Korean suppliers. As Taiwan runs a 15.4 billion Taiwan dollar semiconductor automation programme and TSMC builds more new plants, demand for logistics automation is rising. Proprietary functions and standards, especially around FOUP interfaces and OHT integration, are raising complexity and total cost of ownership. South Korean firms are offering AI and robotics-based integrated control solutions.
Industry
Intel launches first 18A process-based processor
Intel has launched its first processor based on its 18A process, unveiling the Core Ultra Series 3 AI PC platform at CES 2026. The chips were designed and manufactured in the United States and are expected to be used in more than 200 product designs by major global partners. The mobile lineup includes Core Ultra X9 and X7, with performance claims across CPU, gaming and AI workloads. Consumer laptops open for pre-orders on Jan. 6.