US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors are temporarily excluded from the tariff list).

Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as artificial intelligence and machine learning workloads, high-performance computing, and data center connectivity. These transceivers, utilizing Intel Silicon Photonics technology, support data transmission of 200 Gigabits per lane across both electrical and optical interfaces. They are available in three variants—DR8, DR8+, and 2xFR4—allowing data centers to double their bandwidth capacity without needing infrastructure changes, while also maintaining low energy consumption.

Microsoft has closed its AI and IoT laboratory in Shanghai, adding to the growing list of multinational corporations scaling back operations in China. According to a report by The South China Morning Post, the lab in Zhangjiang Hi-Tech Park now stands empty, with office equipment removed and Microsoft’s corporate logo taken down from the building.