As tensions between the United States and China in technology escalate, China is pushing to establish a new AI-driven path in the telecom sector. At the 2025 Mobile World Congress (MWC) in Shanghai, China Telecom introduced the world’s first Network Large Model Association, framing it as a springboard for next-generation intelligent communications.

Taiwan-based Co-Tech Development said Monday it expects steady orders for specialized copper foils used in AI servers through the second half of 2025, even as the broader industry grapples with Chinese oversupply and price competition.

South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world’s most underpenetrated but promising system semiconductor markets. With Japan commanding over twice the market share of South Korea in this domain, the nation has emerged as a strategic “blue ocean” for Korean IC design firms and AI hardware startups seeking growth beyond their domestic confines.