MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained demand from hyperscale cloud data centers and cloud service customers. Production capacity is expected to scale up from the second quarter onward.

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence on China and mitigate tariff risks. Bloomberg, citing people familiar with the matter, said Apple assembled about 55 million iPhones in India last year, up from 36 million in 2024. Apple produces about 220 million to 230 million iPhones annually worldwide, with India now accounting for roughly a quarter of total output.

Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform.

Amid rising global protectionism and US president Donald Trump’s push to reduce trade deficits, Japan’s automotive industry is undergoing a deep strategic shift. Honda Motor recently announced that it plans to reverse-import its US-made, US-spec car models into Japan, following a similar move by market leader Toyota Motor. Nissan Motor is also expected to follow suit.