Entering the third quarter, the air freight market has split along regional lines, with Taiwan, South Korea, Malaysia, Thailand and Singapore remaining tight on U.S. and European routes while demand in Europe has softened. Freight forwarders said the front-loading effect tied to U.S. tariff policy has gradually faded, and transpacific ocean rates have eased from earlier highs even as the peak season begins.

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other fields, major Taiwan optical manufacturers — including Largan Precision, Asia Optical, Genius Electronic Optical, and JMO Corp. (Zhong Yang Technology) — have successively launched their own CPO initiatives, each pursuing a different strategy. Taiwan-based suppliers acknowledge that Corning, a major glass manufacturer, has a formidable solution, but say many CPO approaches remain under discussion and in development.

Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting over water rights and wildlife concerns. The project, announced in October 2025, calls for US$15 billion in investment over five years and includes participation from Adani Group.

Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT) into the space industry. Through its Pearl satellite missions, the Foxconn Research Institute (FRI) is collecting first-hand data on communications links, orbital operations, and the space environment while giving group-developed hardware an opportunity to establish flight heritage.