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Friday 31 October 2025
Massive US investment highlights Texas Instruments' push for manufacturing resilience
Texas Instruments (TI) unveiled a US$60 billion investment plan in June 2025 to expand its semiconductor manufacturing within the US, aiming to increase wafer capacity fivefold with...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside
Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...
Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...
Friday 31 October 2025
Intel eyes SambaNova in potential AI chip deal
Intel is in preliminary discussions to acquire artificial intelligence chip startup SambaNova, according to Bloomberg citing people familiar with the matter. The potential...
Friday 31 October 2025
Compal to expand server manufacturing in Texas
Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce...
Friday 31 October 2025
Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy
Apple CEO Tim Cook reiterated that the company's US$600 billion US investment plan over the next four years. The investment, which will focus on advanced manufacturing, silicon engineering,...
Friday 31 October 2025
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company...
Thursday 30 October 2025
Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development
Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station...
Thursday 30 October 2025
South Korea agrees to US energy investments in exchange for tariff reductions
US President Donald Trump has approved South Korea's construction of a nuclear-powered submarine at the Philadelphia Naval Shipyard in an effort to strengthen their alliance. South...
Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic...
Thursday 30 October 2025
GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility
GlobalFoundries announced plans to invest EUR1.1 billion to expand its semiconductor manufacturing operations at its Dresden, Germany site. The investment, part of the project known...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025
Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale
Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...
Thursday 30 October 2025
Pichai outlines Alphabet’s next act: scaling AI from cloud to cars
Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...