Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex AI and data center workloads. Senior Vice President and CTO Yean-Jen Shue noted that as AI demands grow, infrastructure must evolve to support higher performance, greater efficiency, and robust thermal management.

As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector’s biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening.

Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world’s two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June.