TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by China State Construction Engineering Corp. (CSCEC), a state-owned contractor the US Department of Defense identifies as a Chinese military-linked enterprise. Hunan provincial officials have also listed the project as a key annual investment, heightening sensitivities as the US considers blocking TP-Link products from the American market.
Tata Consultancy Services (TCS) has entered a strategic partnership with global investment firm TPG to expand its AI data center business, HyperVault, at a time when global interest in India's AI infrastructure market is accelerating.
Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and financial communities. The disclosure highlights how major players in the US are spreading risk by investing across multiple AI ecosystems rather than committing to a single partner.
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating AI algorithms, the company targets applications across recycling, agriculture, food safety, home appliances, and security industries, aiming to become the smartphone's "fourth camera lens."
Yann LeCun, Meta's chief AI scientist and 2019 Turing Award laureate, announced he will depart Meta by the end of 2025 to launch a startup centered on "world model" technology. LeCun stated on LinkedIn that his new company aims to build AI systems capable of understanding the physical world, with persistent memory, reasoning, and planning abilities.
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the "capacity and experience" to navigate the sharp rise in memory prices.
Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise demand for AI computing. The company specializes in AI platforms and high-performance servers as workloads extend beyond hyperscale training environments to enterprise deployments of agentic AI for on-premise inference and practical use cases.
Cybersecurity solutions provider SailPoint recently released a report, "The Horizons of Identity Security, 2025-2026," revealing the current state of identity security among global enterprises. The Asia-Pacific (APAC) region shows a polarized development pattern: over half of the surveyed companies are still in early stages while the proportion of highly mature firms surpasses Europe and matches North America.
Taiwan AI Cloud, an AsusTek subsidiary specializing in sovereign AI and medium-scale data center solutions, has officially kicked off its IPO process. CEO Peter Wu announced plans to list on the Emerging Stock Board of the Taipei Exchange (TPEx) in May 2026, with a formal mainboard application slated for the end of the year, signaling the company's ambition to cement its leadership in Taiwan's emerging AI ecosystem and expand into overseas markets.
India's efforts to build large language models (LLMs) for its diverse linguistic landscape are accelerating, driven by community-led data collection, academic research, and government-backed AI initiatives. With more than 1,600 languages and dialects spoken across the country, developers say the lack of high-quality digital data — especially for low-resource languages — is one of the biggest obstacles to creating AI systems that work for Indian users.
GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that works with GF, is expanding the number of systems it is building. Seeing huge growth potential in the silicon photonics market, the company expects that after completing integration and testing with switch and XPU customers, it will move toward commercial shipments in 2027.
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