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2026/1/19
Against the backdrop of rapidly rising AI compute demand and continuously increasing chip TDP, the thermal management industry is entering a critical technological inflection point. This article is the third installment of fiisual’s 2026 Outlook Series, focusing on the core structural changes in AI server cooling architectures and providing an in-depth analysis of how liquid cooling—driven by GB300 GPUs and AI ASICs—is officially becoming the mainstream cooling solution. The article compares the performance differences between air cooling and liquid cooling, explains the rising value content of key liquid-cooling components such as cold plates, QD, and CDU, and explores the growth drivers, technology roadmaps, and investment opportunities within Taiwan’s supply chain for the thermal industry in 2026.
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2025/11/10
The U.S. Department of Energy’s Grid Deployment Office officially launched the “Speed to Power” initiative on September 18, 2025. The program aims to accelerate the development and construction of large-scale power generation and transmission infrastructure to help the United States maintain its leadership in the global AI race while meeting the rapidly growing demand for affordable and reliable electricity. This article provides a brief overview of the initiative’s background, followed by a detailed explanation of its objectives and current progress—including clearly defined financial and technical support measures, such as substantial budget allocations and interregional transmission projects. It also outlines future outlooks and potential risks.
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2025/10/2
As the global demand for decarbonization and energy security rises, the strategic importance of nuclear power has become increasingly prominent. SMRs—characterized by quicker construction timelines, flexibility, and enhanced safety—are now regarded as one of the most promising energy solutions for the United States in the future. This article outlines the technical background of Small Modular Reactors (SMRs), their potential applications, and the current and foreseeable risks. It also provides an overview of the companies involved at each stage of the SMR value chain—from upstream mining and midstream design and development, to downstream services and nuclear waste management.
# Energy
2025/8/26
Delta Electronics (2308) has evolved from a traditional electronic component manufacturer into a key player in the power supply market in recent years . This article outlines Delta’s four major business segments, global footprint, core clients, key competitors, and its future outlook. Delta stands to benefit from rising power demand driven by AI data centers. The company’s co-developed "Panama power architecture" , and water-cooling thermal management solutions have seen growing shipment volumes. Overall, Delta’s performance in AI-related products looks promising.
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2025/8/22
As artificial intelligence continues to emerge as a global development trend, the U.S. government officially announced in 2025 the launch of the “Stargate” AI infrastructure initiative, jointly led by OpenAI and SoftBank. This article outlines the project’s short-, mid-, and long-term objectives, introduces the key participating partners, compares AI development strategies across major countries, and concludes with an analysis of potential opportunities for Taiwanese companies. The Stargate initiative carries significant strategic and industrial implications. If its core stakeholders can resolve internal conflicts and effectively execute capital and resource allocation, the project has the potential to become a benchmark for global AI infrastructure advancement.
2024/10/18
As temperatures rise, Taiwan's power supply issues have become a hot topic. In response, Taiwan Power Company (Taipower) introduced the "Power Grid Resilience Construction Plan" in 2022, driving increased demand in the heavy electrical industry. This sector encompasses three key areas: power generation, transmission, and distribution. From high-voltage cables to smart grids and smart meters, these components play vital roles in ensuring a stable power supply. In recent years, the development of renewable energy and the construction of smart grids have benefited related companies, leading to impressive market performance. The heavy electrical industry holds significant growth potential as power demand and energy transitions continue to evolve.
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