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NEWS TAGGED 2025
Wednesday 25 February 2026
TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
Wednesday 25 February 2026
Apple's budget MacBook set for March debut as component costs increase
Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
Wednesday 25 February 2026
AI drives automation demand, industrial market set for gradual recovery
Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...
Tuesday 24 February 2026
Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

Tuesday 24 February 2026
Infineon bets on humanoid robots, targets AI data center-level growth
In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...
Tuesday 24 February 2026
Panasonic’s restructuring marks another step in China’s television ascent
Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense...
Tuesday 24 February 2026
China adds Subaru, Mitsubishi, TDK and 17 other Japanese entities to export-control watchlist
Amid intensifying China–Japan bilateral tensions, the Chinese Ministry of Commerce has placed 20 Japanese companies and institutions on a heightened export-control watchlist,...
Tuesday 24 February 2026
Gemini 3.1 Pro raises the bar; when will DeepSeek respond?
After the Lunar New Year holidays, the global AI large model race accelerated again. Google DeepMind released Gemini 3.1 Pro, its new flagship model, posting record results across...
Monday 23 February 2026
SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026
Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge
Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
Monday 23 February 2026
Stargate delays push OpenAI to seek cloud compute alternatives
OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...
Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Saturday 21 February 2026
Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Friday 20 February 2026
Taiwan surpasses China in monthly imports to the US for first time in decades
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...