On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in ceremony for TSMC’s first Arizona fab, a moment that crystallized how central Taiwan’s semiconductor industry had become to American technology ambitions. For Cook, it was also the closest he ever got to TSMC’s leadership in 15 years as Apple’s CEO.

As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration of terrestrial and non-terrestrial networks. That shift is driving sharp demand for high-frequency technologies and the testing infrastructure required to validate them.

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to DIGITIMES’ special report, Accelerating enterprise AI: Hardware advancements and compute architecture transformation, the industry is moving beyond the initial buildout of training capacity and into a stage defined by large-scale deployment—where inference workloads are emerging as the primary driver of compute growth.