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NEWS TAGGED 2025
Thursday 16 October 2025
Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances
The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling,...
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push
Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...
Thursday 16 October 2025
Tech giants' circular investments raise concerns of financial imbalances in AI sector
Venture capital firm Air Street Capital's recent "State of AI 2025" report reveals a growing pattern of circular investments within the AI industry, involving prominent firms such...
Thursday 16 October 2025
Taiwan offers incentives to boost local startup IPOs amid capital surge
Taiwan's government is stepping up efforts to encourage startups to pursue initial public offerings (IPOs) domestically, aiming to retain capital that might otherwise flow to markets...
Wednesday 15 October 2025
Rare earth controls have limited short-term impact on Foxconn
On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment,...
Wednesday 15 October 2025
Apple COO visits China suppliers, launches new clean energy fund
Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
Wednesday 15 October 2025
Samsung ramps up semiconductor talent hiring in India amid global AI design push
South Korean chipmaker Samsung Electronics is stepping up efforts to secure engineering talent in India, reinforcing the country's growing role as a global hub for semiconductor design...