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Apr 16
Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing
Taiwan's retreat from China's investment is reshaping global supply chains, prompting companies and governments to reassess industrial ties, trade flows, and economic security. The shift affects global manufacturing networks, US-Taiwan cooperation, and regional supply stability as firms relocate factories to Southeast Asia, Mexico, and back to Taiwan, altering risk and opportunity landscapes.
Taiwan's Fortune Electric Value Company (Evalue) has launched a 640kW ultra-fast DC charger capable of charging 800V EVs in 15–20 minutes, with support for up to five simultaneous charging guns. The launch could accelerate the buildout of charging infrastructure capacity globally as operators prioritize fast-slow charging mixes and scale partnerships to meet rising EV demand and reduce emissions.
Google is in talks with the US Department of Defense that would allow the Pentagon to use the company's Gemini AI models for classified purposes, according to The Information. If the deal comes to fruition, it could represent a deepening of ties between Google and the Pentagon, which is seeking AI partners after its falling out with Anthropic in recent months.
In an era where AI systems are rapidly scaling beyond the limits of traditional silicon, new experimental companies are beginning to question what "compute" itself should look like. One of the most unusual entrants is The Biological Computing Company (TBC), which proposes a hybrid model integrating living neurons with modern machine learning systems to enhance performance, efficiency, and adaptability. The idea sits at the intersection of neuroscience and computing.

Stellantis and Microsoft announced a five-year strategic partnership on April 16 to co-develop AI, cybersecurity, and engineering capabilities.

Aurotek's unveiling of three new intelligent robots on April 16, developed with partner Pudu Robotics, signals broader options for global industries seeking automation. The system targets cleaning, inspection, and material handling, promising faster deployment, improved operational resilience, and potential labor-cost mitigation for manufacturers, logistics, and facility managers worldwide.

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production capability and supply‑chain control can translate surging AI demand into market share, influence capacity-location decisions, and strengthen bargaining power across international technology supply chains and investment strategies.
China is preparing a new round of large-scale investment and industrial upgrading centered on AI infrastructure, advanced manufacturing, and strategic emerging industries, according to a briefing by the National Development and Reform Commission (NDRC) at a State Council Information Office press conference on April 17.
Sivers and Jabil partner on 1.6T optics to tackle AI power demands
Apr 17, 12:10
Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects. As hyperscale operators face increasing power constraints, the partnership is positioned as a high-efficiency solution for next-generation infrastructure.
Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move toward a carbon-neutral supply chain by 2030, according to its latest newsroom update.

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered a market sell-off and raised broader concerns about industry demand and cost dynamics.