Major OSAT providers accelerate 2.5D/3D advanced packaging deployments in US, Japan, South Korea, and Malaysia with non-Taiwan capacity footprint to expand.

Chinese top-3 server exporter, the New H3C, is seeing server export value expand, leveraging two major export routes to target ASEAN and Central Asian markets.

OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.

General-purpose server demand on the rise in 2026; continuous memory cost increases expected to drive CXL demand.