India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem thanks to Apple suppliers.

Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.

Despite a production ramp since the end of 2024, there are worries this surge might result more from Trump-era tariffs than genuine demand recovery. As a result, PC manufacturers are cautious, especially regarding the Windows on Arm platform, potentially affecting Qualcomm and MediaTek's ambitions to enter the notebook market by 2025.

Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and rising demand for DeepSeek-driven products like H20, RTX 4090/5090, and H100/H200, revenues for the first quarter of fiscal 2026 are projected to potentially reach US$45 billion while maintaining a gross margin above 70%.

Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned US$80 billion capital expenditure. The server supply chain reports no slowdown in orders from US cloud service providers, with demand remaining strong into 2025.

Smart glasses took center stage at CES 2025. Counterpoint Research projects a 210% surge in global shipments this year, fueled by strong demand for Ray-Ban Meta smart glasses. Chinese brands are also entering the market, but as competition rises, standing out is becoming increasingly difficult.

According to Bloomberg, Philippines-based Ayala Corp. decided to retain Integrated Micro-Electronics Inc. (IMI), its contract manufacturing subsidiary, after previously considering a sale, Chief Financial Officer Alberto de Larrazabal said. He noted that IMI is expected to operate profitably this year following a reorganization and a streamlined corporate structure aimed at improving efficiency.

E-commerce solutions provider Shopline Technology has observed a slowdown in retail growth, with brands facing two key challenges: fragmented consumer traffic and intensifying inventory competition. Maintaining competitiveness now requires transforming diverse traffic data into actionable insights.

Google has launched a free version of Gemini Code Assist, providing developers with access to AI-powered code completion. The offering includes 180,000 code completions per month, a significant increase compared to the 2,000 completions offered by Google's previous free tools. This introduction positions Google to compete with existing AI coding platforms, notably Microsoft's GitHub Copilot.

China's startup, DeepSeek, has unveiled a low-cost open-source AI model, igniting optimism in the market about potential reductions in AI costs and advancements in edge computing. The company's continued open-source initiatives have been met with positive feedback from developers, underscoring growing enthusiasm for accessible AI tools. However, Ubitus's CEO, Wesley Kuo caution that while DeepSeek's large model holds promise, it remains better suited for cloud-based applications at this stage. The company still faces significant challenges in the edge AI space, where established models from competitors continue to hold sway.

Taiwanese industrial PC (IPC) maker Sysgration is expected to benefit from US President Donald Trump's tariff policy, with its Texas plant anticipated to begin mass production in the second half of 2025. Additionally, the company's new IPC products are expected to begin shipping in March, earlier than the previous estimate of third-quarter 2025.