Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC), and automotive chips through its ATC active temperature control systems, sorting machines, and high-parallel testing solutions. The company is expanding production capacity to meet growing demand from North American AI customers.

AMD and the US Department of Energy (DOE) have announced two next-generation supercomputing systems to be built at Oak Ridge National Laboratory (ORNL) — the Lux AI supercomputer and the Discovery supercomputer. The systems will expand the DOE's high-performance computing (HPC) and artificial intelligence (AI) capabilities as part of a combined US$1 billion public-private investment.

US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts' consensus estimate of US$1.32 billion. The results underscore how surging demand for AI and high-performance computing (HPC) continues to drive the company's core business.

Smart Mobility, a joint venture between Foxconn's Foxconn Interconnect Technology (FIT) and Saudi Arabia's Saleh Suleiman Alrajhi & Sons, recently unveiled its self-developed Charging Point Management System (CPMS) at the EV Auto Show Riyadh 2025. The system attracted significant attention at the exhibition, highlighting the company's ambition to advance regional EV infrastructure.

India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India's position in the global supply chain.

Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed major US hyperscaler. The deal aims to add 200 MW of computing power at the company's Polaris Forge 2 campus in North Dakota, increasing its total leased capacity at both Polaris Forge 1 and Polaris Forge 2 to 600 MW.

Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business operational IT equipment. This investment aims to establish an AI computing cluster and supercomputing center, expand its cloud platform, and accelerate development in smart manufacturing, smart electric vehicles (EV), and smart cities.

Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected to enter the competition by the end of 2026. With foldable hardware design, component durability, and supply chain maturity improving, Apple is expected to challenge Samsung in the US market and potentially compete with Huawei for the top shipment position in China.

AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street investment banks and industry organizations have recently warned that the US power grid faces increasing risks of blackouts and rising electricity prices.

As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish new distribution channels and leverage growth opportunities. The company highlighted India's expanding contract manufacturing sector and high demand for motorcycles and three-wheelers as key factors driving its strategy.

OpenAI has acquired startup Software Applications to integrate its unreleased AI assistant, Sky, into ChatGPT. Sky is designed to understand screen content and assist users with writing, planning, coding, and operating applications via natural language.