LG Group is sharpening its focus on data centers, robotics, semiconductor materials, and enterprise AI as the South Korean conglomerate refines how it allocates capital across businesses moving toward commercialization at different speeds.

Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth engines. Demand for silicon photonics optical communication modules is driving a surge in germanium silicon (GeSi) epitaxy demand, with the sector projected to grow 3.5- to 4-fold in 2027 and demand visibility extending to 2028.

Chinese macroeconomist Justin Lin, dean of Peking University's Institute of New Structural Economics, made a rare appearance at a tech industry event on September 22, speaking at the 2026 Intel Technology Innovation and Industry Ecosystem Conference about the AI revolution from an economic development perspective. Intel China used the event to showcase AI applications spanning edge AI, enterprise AI, and physical AI, underscoring its push to accelerate AI deployment in China.

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing arm of Alibaba, announced a new round of global infrastructure expansion at the 2026 Apsara Conference, with plans to broaden its data center footprint across eight countries and regions over the next 12 months.

Industrial PC maker IEI Integration said on September 23 that it remains upbeat on full-year 2026 revenue, expecting double-digit growth from 2025 as network security and high-end video systems ramp and visibility in medical and edge-computing orders extends to 2027-2028.

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported by Reuters, the company is developing an enterprise AI server powered by its planned M8 Ultra chip and has discussed adopting Nvidia's NVLink Fusion interconnect technology.