Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo Switch 2 gaming console up by 40%, putting significant pressure on its profit margins. In response to the rapidly increasing semiconductor demand driven by AI infrastructure expansion, the electronics and home appliance supply chains have also started feeling noticeable impacts.
Mexico is preparing a major shift in its trade policy, approving broad tariffs on imports from Asian countries without free-trade agreements, including China, India, and South Korea. According to The Economic Times, the Senate passed the bill on December 10, 2025, with 76 votes in favor, 5 against, and 35 abstentions.
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building agentic AI systems. On December 9, UiPath outlined six key AI agent development trends for 2026 in Taiwan, emphasizing the country's leadership in the manufacturing and finance sectors as a model for global AI governance, deployment, and advancement.
China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel production. The IMF expects GDP growth to ease to 4.8% in 2025 and 4.2% in 2026. With domestic ore mining falling, steelmakers are turning to cheaper imported low-grade ore that requires higher volumes to produce equivalent output. Taiwanese dry-bulk carriers say this substitution is lifting tonne-mile demand.
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since the Russia-Ukraine war, drones have become a decisive weapon on modern battlefields. Compared to the drones themselves, GCS devices share similarities with existing rugged tablet product lines, positioning 2026 as a key year for shipment growth.
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.
China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks.
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid expansion in the artificial intelligence (AI) cloud sector, but also rekindles concerns about the company's growing heavy reliance on OpenAI.
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations as it navigates a costly scale-up phase.
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in chipmaker Ampere. The company highlights multicloud momentum and expanding AI opportunities.
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