Foxconn’s AI infrastructure play: from chips to data centers

Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn’s sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company’s evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.

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Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push

Despite challenges in the global consumer electronics market, Acer’s subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this performance to the company’s strategic focus on edge devices powered by artificial intelligence, positioning Acer Gadget for long-term growth despite a difficult macroeconomic outlook expected in 2026.

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HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon’s expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE’s GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department’s classified computing capabilities.

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US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity.

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