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 company has experienced steady growth since the first quarter of the year, seeing year-over-year and quarter-over-quarter revenue growth in the third quarter of 2025.
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 center infrastructure. The company also raised its full-year revenue and earnings guidance as growth momentum extended across its major business segments.
OpenAI announced that it will provide a free year of its ChatGPT Go service to users in India, starting November 4, 2025. The promotion coincides with the company's first DevDay Exchange developer conference in Bengaluru and aims to expand adoption in one of its largest and fastest-growing markets.
The global solar industry is undergoing a technological transformation as the industry has shifted from PERC cells to TOPCon processes. The technology upgrade that was expected to boost gross margins has instead triggered a wave of severe losses due to intense price competition and overcapacity among Chinese giants.
Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by strong demand across its business segments and continued investment in data center infrastructure tied to artificial intelligence (AI).
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD retains ZT Systems' design and customer enablement teams, while Sanmina assumes responsibility for manufacturing operations and becomes a preferred new product introduction partner for AMD's cloud rack and cluster-scale artificial intelligence systems.
China's next phase of technology strategy is injecting fresh uncertainty into global supply chains, signalling a new round of strategic recalibration across industries worldwide.
At the Nvidia GTC conference in Washington, Palantir Technologies announced the integration of Nvidia's artificial intelligence (AI) chips and software into its AI Platform (AIP). The collaboration aims to accelerate complex logistics, supply chain, and operations management, improving operational efficiency across multiple sectors.
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their use of this technology. According to cooling module maker Microloops, liquid cooling contributed only single-digit percentages of its revenue in 2025 but expects substantial growth next year due to expanded liquid cooling deployment in ASIC servers among CSP customers.
Delta Electronics announced on October 29 that it will acquire a 90.23% stake in Japan's Noda RF Technologies (NRF) via its subsidiary Delta Electronics (Netherlands) B.V. for approximately JPY5.024 billion (approx. US$33.02 million). Following this transaction, combined with its existing shares, Delta will hold full ownership of NRF.
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