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Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic...
Thursday 30 October 2025
Lite-On projects double growth in 4Q25, eyes full-year rebound
Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Meta posts strong quarter, but rising AI spend signals tougher road ahead
Meta Platforms has reported strong revenue growth for the third quarter of 2025, driven by continued gains in advertising and improved performance in its Reality Labs division. However,...
Thursday 30 October 2025
Meta’s headset slump clouds short term, but AI glasses point to brighter future
Meta Platforms has projected a year-over-year decline in fourth-quarter revenue for its Reality Labs division, attributing the decrease primarily to the timing of product launches...
Thursday 30 October 2025
Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale
Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...
Thursday 30 October 2025
Pichai outlines Alphabet’s next act: scaling AI from cloud to cars
Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...
Thursday 30 October 2025
Google’s record quarter fuels an infrastructure binge for the AI age
Alphabet has reported record results for the third quarter of 2025, with double-digit growth across all major business segments and a sharp rise in capex reflecting the company's...
Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...
Wednesday 29 October 2025
Taiwan's green energy growth exceeds expectations, boosting industrial resilience
The 2025 Energy Taiwan and Net-Zero Taiwan trade show will be held starting October 29, featuring more than 450 companies from home and abroad, including exhibitors from the UK, Belgium,...
Wednesday 29 October 2025
Apple's foldable shadow looms over the market Samsung built
The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...
Wednesday 29 October 2025
Unified packaging standards seen as key to meeting AI and automotive demands
Taiwan's printed circuit board (PCB) manufacturers and outsourcing semiconductor assembly and test (OSAT) providers are positioned for significant growth driven by artificial intelligence...
Wednesday 29 October 2025
Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion
Digital transformation solutions integrator International Integrated Systems (IISI) held a pre-IPO performance briefing on October 28, announcing plans to list in November. The company...
Wednesday 29 October 2025
Taiwan drone maker CBT expands capacity with military UAV delivery to defense institute
Taiwan's unmanned drone developer Carbon-Based Technology (CBT) has announced an expanded investment in the unmanned aerial vehicle (UAV) sector to accelerate production capacity...
Wednesday 29 October 2025
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...