Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and earnings in the fourth quarter of 2025, a performance that reflects the accelerating demand for artificial intelligence–driven computing systems and the company's growing role in the global AI supply chain.
Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while also confronting investor scrutiny over the scale of its infrastructure spending.
Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January 16 debut episode featuring an in-depth conversation with Nvidia CEO Jensen Huang, the series' second episode, released on January 23, spotlighted AMD CEO Lisa Su.
DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM) providers shows nine Taiwan-based companies on the list, including Foxconn, Wistron Group (including Wiwynn), Quanta Computer, Pegatron, Compal Electronics, Inventec, Accton, Qisda, and China-listed Universal Scientific Industrial (USI). The rankings could see changes in 2026.
