OpenAI stirs smartphone industry with 2028 AI agent phone plans

OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China’s Luxshare Precision Industry exclusively handles system integration and manufacturing. The device is expected to enter mass production by 2028, signaling OpenAI’s strategic push toward the most mature and intimate personal terminal: the smartphone.

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Amkor advances data center CPU mass production amid manageable supply and cost risks

Amkor, the world’s second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving robust orders for advanced packaging technologies like high-density fan-out (HDFO) and flip-chip. The company’s HDFO packaging platform, which had already shipped two PC chip models, has now successfully integrated an AI data center CPU application set to enter mass production in the second quarter of 2026.

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Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan President Lai Ching-te has pledged to transform Taiwan into an “AI island,” with a key focus on developing an all-photonic network (APN). The National Science and Technology Council (NSTC) is acquiring APN technology from Japan’s NTT and collaborating with Chunghwa Telecom (CHT) and Accton Technology to advance this initiative. Industry experts say the APN is designed to support applications through low latency and enhanced computing resilience, in line with government goals for digital robustness and computing backup.

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Taiwan drones enter Ukraine battlefield, transport model drives global market expansion

Taiwan’s expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat deployment create opportunities for Taiwan to deepen industrial partnerships, complicate European procurement dynamics, and push democratic allies to reduce reliance on China for critical drone components and logistics.

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