SoftBank’s investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race. A country that once championed free-market capitalism now leans on tactics more commonly associated with Beijing’s state-driven model.

Under Nvidia CEO Jensen Huang’s promotion, the robotics and humanoid robot market has attracted widespread attention. The emergence of various humanoid robots in China has further affirmed the market’s potential for future growth.

AI servers are in high demand. Getac Holdings’ subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.