CONNECT WITH US
NEWS TAGGED MANAGEMENT
Friday 30 January 2026
China's 15th Five-Year plan targets space mining, space tourism
Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.
Friday 30 January 2026
Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up...
Thursday 29 January 2026
Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce
Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms...
Thursday 29 January 2026
Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform
Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform,...
Thursday 29 January 2026
Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Wednesday 28 January 2026
Earnings call summary: ASML executives bet on chip demand strength past 2025
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...
Wednesday 28 January 2026
Jensen Huang prioritizes 'empty chairs' over wrong hires; says Nvidia holds bench of 60 potential CEOs
"There will never be one like me," Nvidia CEO Jensen Huang proclaimed recently in an interview, a bold assertion of his singular journey from novice founder to titan of the AI revo...
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
TI accelerates capacity push, shrugs off memory shortages
Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
Monday 26 January 2026
AUO shifts US strategy from manufacturing base to market leverage
As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain...
Friday 23 January 2026
Rayzher restructures to boost global expansion and innovation in high-tech gas supply
Rayzher Industrial, a leader in high-tech gas supply systems, approved organizational restructuring and senior management changes at its board meeting on January 22. The company established...
Friday 23 January 2026
Intel slows its most ambitious node—and signals where the real battle is for now
Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...
Friday 23 January 2026
BizLink's early move to Malaysia highlights shifting dynamics in global supply chains
As businesses increasingly adopt an "Out of China" approach due to geopolitical pressures, BizLink Group's strategic choice to establish operations in Malaysia early on offers insights...
Thursday 22 January 2026
Chinese banks turn to satellites, boosting the country's commercial space industry

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial...