China pilots unified AI compute network to end regional fragmentation

China officially launched its Computing Power Internet Pilot Network on May 17, 2025, in Nanchang, Jiangxi Province, during the World Telecommunication and Information Society Day. Led by the China Academy of Information and Communications Technology (CAICT) and supported by China Telecom, China Mobile, and China Unicom, the initiative aims to unify and virtualize compute infrastructure across the country.

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Tesla’s budget EV raises alarm among Korean, Japanese battery giants

As Tesla’s long-rumored low-cost electric vehicle appears poised for launch, anxiety is rising across its global battery supply chain—particularly among Korean and Japanese partners. Industry observers warn that Tesla’s increasing reliance on Chinese-made lithium iron phosphate (LFP) batteries could marginalize long-standing suppliers like LG Energy Solution (LGES), L&F, and Panasonic, potentially eroding their influence in the world’s most consequential EV supply chain.

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AI chips and CoWoS orders keep HPI’s outlook running hot

Hon. Precision (HPI), a leading IC test equipment manufacturer, is benefiting from robust AI chip demand. In the first quarter of 2025, its after-tax net profit surged to NT$2.568 billion (approx. US$85.7 million), representing a year-over-year increase of 179.34%. Looking ahead to the second half of 2025, HPI chairman Alan Hsieh stated that AI applications are flourishing across various fields. Currently, there is no sign of market corrections for AI chips or advanced packaging technologies such as Chip on Wafer on Substrate (CoWoS) as rumored.

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Computex 2025: Telangana state courts Taiwanese firms for electronics production

A high-level delegation from the Government of Telangana, India, led by senior bureaucrat Narsimha Reddy IAS, participated in COMPUTEX Taipei 2025 to promote what the state describes as its ambition to emerge as a manufacturing powerhouse for electronics. According to officials, the visit marks a significant stride in Telangana’s ongoing engagement with the Taiwanese tech ecosystem to attract investments and advance electronics production within India.

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Univacco to open third Vietnam plant to offset tariff risks and boost EU sales

Taiwanese vacuum coating film specialist Univacco Technology plans to establish its third manufacturing facility in Vietnam, as part of a broader strategy to diversify supply chains, lower operating costs, and sharpen its edge in the European market. The move, greenlit at a recent shareholders’ meeting, reflects the company’s response to persistent global economic volatility and geopolitical headwinds.

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