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Nov 25
Apple confirms sales reorganization as leadership uncertainty intensifies
Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple faces heightened scrutiny over its leadership future, with reports stating that CEO Tim Cook may step down next year.
Anthropic has introduced Claude Opus 4.5, its latest flagship AI model, which offers improvements in programming development, automated office tasks, multi-step agent operations, and memory functionality. The company also slashed prices by over 60%, making the model more accessible to users.
OpenAI CEO Sam Altman announced that the company has completed prototypes of its first dedicated AI device, with plans to release it within two years. The device aims to offer a calm user experience, minimizing distractions and providing an intuitive interface.
Foxconn has announced a new four-year plan to expand its operations in Wisconsin, focusing on artificial intelligence (AI) infrastructure, after approval from the Wisconsin Economic Development Corporation (WEDC). The plan includes an additional investment of US$569 million and aims to create nearly 1,400 new jobs in Racine County, marking a significant step in the company's efforts to grow its presence in the US.
Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's widening lead in the AI hardware market and raising expectations for industry supply chains and enterprise technology spending in the coming year.
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already fast-rising TPU business is now seeing another major development: Google is reportedly in discussions with Meta about potentially deploying TPUs in Meta's data centers. This is fundamentally different from Google providing TPU computing services to Apple or Anthropic in the past.
HP reports stronger-than-expected revenue growth in the fiscal fourth quarter of 2025 while announcing a sweeping cost-reduction initiative that underscores both the opportunities and pressures facing the company as it accelerates investment in artificial intelligence-enabled products.
Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling stable shipments to start from the third quarter of 2025. The company reports customer order visibility extending into the first half of 2026, prompting plans to expand production at new facilities in the US and Malaysia beginning in early 2026. These developments suggest a favorable revenue outlook for the coming year.
Taiwan-based Yongyu Plastics is advancing the development of paper-based soft tubes that significantly reduce plastic usage and deliver 30% more carbon reduction than conventional plastic tubes. These environmentally friendly products are scheduled to enter the market in 2026, according to Chairman Wei-cheng Wang.
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and shipment volumes. This momentum is driving up the share of AI server products in its portfolio, with analysts expecting AI-related revenue to account for about 70% of total sales by the fourth quarter of 2025 and exceed that level in 2026.

International Integrated Systems, Inc. (IISI), a subsidiary of Chunghwa Telecom (CHT), began trading on the Taiwan Stock Exchange on November 25 at its offering price of NT$46 per share.

India's traditional PC market, encompassing desktops, notebooks, and workstations, experienced a robust 10.1% year-over-year increase in shipments during the third quarter of 2025, totaling 4.9 million units. This figure represents the highest quarterly shipment volume on record, exceeding the previous milestone of 4.5 million units set in the third quarter of 2024, according to IDC data.