At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure. In an exclusive interview with DIGITIMES, they highlighted that while training remains centralized in low-cost remote locations, inference architectures are rapidly shifting toward edge decentralization to enhance response times and data sovereignty.
Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set to meet Chinese President Xi Jinping. Against the backdrop of ongoing conflict in the Middle East, both sides are expected to prioritise energy security and expand bilateral trade cooperation.
AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics. Against this backdrop, Huawei is expanding its photonics ecosystem through in-house chip development, capital investment, and global talent recruitment.
Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy S26 Ultra model, which accounts for 60-70% of sales and serves as a key growth driver.
Apple is attempting to obtain confidential internal data from Samsung Electronics as part of its defense against a US antitrust lawsuit, aiming to use Samsung's market information to argue that it does not hold a monopoly position.
The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within the company's supply chain, production has indeed been pushed back by roughly one to two months. The delay, however, does not necessarily jeopardize a 2026 debut. Projections for cumulative shipments of 15 million units over two years remain unchanged, though whether 2026 volumes will meet earlier expectations is now an open question.
Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process may perform ahead of mass production.
Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments amid DDR memory price volatility, while industrial control demand offers clearer near-term opportunities, affecting supply chains and product rollouts through 2026 and beyond.
Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues to emerge. Analysts have pointed out that as demand for lower-end products continues to shrink, the overall end-user market is gradually consolidating toward high-end products. This puts South Korean manufacturers, which have long cultivated the high-end panel market, on a path to robust performance and resilience.
Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment, scalable production-ready frameworks, and tighter integration of AI inference with network operations, potentially reshaping where intelligence is processed and how real-world systems act on data and delivering measurable outcomes.
Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices have risen across the board due to increasing costs of components such as memory. Furthermore, Apple has captured most of the growth momentum in the premium segment of the China market, leaving Chinese brands struggling with bottlenecks in innovation and competitiveness for flagship devices.
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