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NEWS TAGGED 2025
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push
Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...
Thursday 16 October 2025
Tech giants' circular investments raise concerns of financial imbalances in AI sector
Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...
Thursday 16 October 2025
Taiwan offers incentives to boost local startup IPOs amid capital surge
Taiwan's government is stepping up efforts to encourage startups to pursue initial public offerings (IPOs) domestically, aiming to retain capital that might otherwise flow to markets...
Wednesday 15 October 2025
Rare earth controls have limited short-term impact on Foxconn
On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...
Wednesday 15 October 2025
Apple COO visits China suppliers, launches new clean energy fund
Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
Wednesday 15 October 2025
Samsung ramps up semiconductor talent hiring in India amid global AI design push
South Korean chipmaker Samsung Electronics is stepping up efforts to secure engineering talent in India, reinforcing the country's growing role as a global hub for semiconductor design...
Wednesday 15 October 2025
OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Axiado Corporation, a pioneer in AI-powered, hardware-based platform security and system management, has announced a strategic collaboration...

Wednesday 15 October 2025
OCP Summit: Arm redefines AI infrastructure with open chiplet collab
At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink...
Wednesday 15 October 2025
OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations
Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency...