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Oct 29

Apple and Tesla orders fuel Samsung's recovery

Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026's iPhone 18 series.

AI server liquid cooling demand surges, heat dissipation firms race to expand capacity

Oct 29

Huawei Cloud on the back foot in China's AI race

Oct 29

Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Oct 29

KES 2025: LG CEO shows interest in Giga Computing's liquid cooling

Oct 29

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AIAnalysis: Japan's new PM aims to replicate TSMC playbook with tech investment push

Oct 30, 12:25

Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts.

ICT MANUFACTURINGMicrosoft's AI engine accelerates with record growth and expanding partnerships

Oct 30, 12:13

Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income surged 24% and earnings per share climbed 23% to US$4.13. The company's AI-driven momentum continued to build, with Microsoft Cloud revenue up 26% to US$49.1 billion, reflecting both unprecedented demand and a deepening integration of generative AI across its ecosystem.

ICT MANUFACTURINGWingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media

Oct 30, 12:13

Chinese electronics manufacturer Wingtech Technology has filed a formal statement with the Dutch public broadcaster NOS, urging the Netherlands to revoke its decision to temporarily take control of Nexperia, the semiconductor company Wingtech acquired in 2019. The move marks a new flashpoint in the increasingly strained relationship between China and Europe's technology industries, as national security and industrial policy concerns collide.

SERVER, IPC, CLOUD COMPUTING, IOTLite-On projects double growth in 4Q25, eyes full-year rebound

Oct 30, 11:55

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.

SERVER, IPC, CLOUD COMPUTING, IOTCelestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

Oct 30, 11:47

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.

AIOpenAI to offer free one-year ChatGPT Go subscription in India

Oct 30, 11:19

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.

AISolar supplier Motech targets high-margin niches with differentiated technology

Oct 30, 11:16

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.

ICT MANUFACTURINGFlex posts record quarter as it pivots toward higher-margin, AI-focused business

Oct 30, 11:09

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).

AIAMD completes divestiture of ZT Systems manufacturing business to Sanmina

Oct 30, 11:02

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.

AIChina's 15th Five-Year tech doctrine to tilt global industry balance

Oct 30, 10:49

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.

AIPalantir integrates Nvidia AI chips to enhance operational decision-making

Oct 30, 10:25

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.

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