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Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
Friday 12 December 2025
Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Friday 12 December 2025
Malaysia promotes rare earth industry with incentives for midstream and downstream firms
he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According...
Friday 12 December 2025
Mistral AI introduces new open-source tools targeting software dev
French artificial intelligence startup Mistral AI has launched two new open-source models and a command-line interface tool designed for software developers, expanding its focus beyond...
Friday 12 December 2025
Advantech expands AI ITS platform across key South Korean cities
Advantech is accelerating deployment of its end-to-end intelligent transportation system (ITS) platform as global demand for smart traffic infrastructure rises. The company has expanded...
Thursday 11 December 2025
Transcom secures military certification as Taiwan proposes significant defense budget
The Executive Yuan in Taiwan has proposed a NT$1.25 trillion (US$40 billion) special defense budget aimed at enhancing seven critical areas, including air defense, electronic warfare,...
Thursday 11 December 2025
Meta reportedly delays Llama successor, shifts to closed-source AI amid internal reorganization
Meta Platforms is reportedly delaying the release of its next-generation artificial intelligence (AI) model, Avocado, to the first quarter of 2026, according to sources cited by CNBC...
Thursday 11 December 2025
Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...
Thursday 11 December 2025
Fed rate cut sparks short-lived market rally, says Pegatron's Tung

Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into...

Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
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...
Thursday 11 December 2025
Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports
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...
Thursday 11 December 2025
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
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...