Samsung stated that demand for AI-related servers continued to grow in Q4 2025, exceeding industry supply; meanwhile, the shortage of mobile phone chips worsened further in Q4 2025.
SK Hynix DRAM inventory levels have dropped to two weeks, and the company is actually producing and shipping simultaneously. Morgan Stanley
Western Digital: Strong demand for AI and cloud data prompts its plan to raise hard drive prices.
Metadata: Increased investment in AI is expected to lead to a significant increase in capital expenditure in 2026.
Google quarterly revenue surpassed $100 billion for the first time; capital expenditures are expected to increase significantly in 2026.
NXP has released a battery management chipset integrating EIS technology, bringing lab-grade diagnostic tools into automotive systems.
Vodafone will acquire Skaylink, German cloud service provider, for $204 million.
LG Display achieved its first annual profit in four years in Q3 2025 through layoffs, restructuring, and transformation.
Musk’s lawyers have criticized OpenAI’s restructuring, vowing to fight it to the end.
MiniMax-M2 open source ranks among the top five globally.
