Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector’s economic landscape has shown clear divergence. AI server demand centered on data center construction continues to expand rapidly, standing out as one of the few high-growth areas. In contrast, industrial applications such as industrial PCs (IPCs), automation equipment, and machine tools have seen slower-than-expected recovery due to high inflation, rising geopolitical risks, and cautious corporate capital expenditures.

Amazon has officially banned its internal engineering teams from using Anthropic’s coding assistant, Claude Code, mandating a full shift to Amazon’s self-developed AI system. This move reveals the cloud giant’s deep strategic battle in the AI era.

Apple will move part of its Mac Mini desktop computer production from Asia to the US, marking another step in its broader effort to localize manufacturing, according to The Wall Street Journal. The initiative will begin later in 2026 at a Foxconn facility in north Houston, where Apple already assembles AI servers.