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Thursday 31 July 2025
Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...
Thursday 31 July 2025
CILS targets smart manufacturing with new-gen AI autonomous mobile robots
Coretronic subsidiary Coretronic Intelligent Logistics Solutions (CILS) will unveil its new generation of artificial intelligence autonomous mobile robots (AMR) and SmartMove intelligent...
Thursday 31 July 2025
Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Thursday 31 July 2025
MediaTek's three strategic pillars to drive 2026 growth
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Thursday 31 July 2025
Microsoft 4QFY25: AI integration deepens across cloud, productivity, and platform services
Microsoft closed out fiscal year 2025 with strong fourth-quarter results, underscoring how artificial intelligence (AI) is becoming an integral part of its operations, product portfolio,...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Thursday 31 July 2025
Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Thursday 31 July 2025
Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update
Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
SK Hynix secures top spot as competition heats up in DRAM market
SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker,...
Thursday 31 July 2025
Microsoft cannot protect EU data from US government
Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...
Thursday 31 July 2025
China launches AI governance plan to counter Trump's strategy
Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...
Wednesday 30 July 2025
Japan's Advantest raises FY2025 outlook on strong AI chip demand and weak yen
Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative...