Elon Musk’s ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production ranks among the most technically demanding industrial undertakings globally—far beyond the reach of capital spending alone.

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth memory (HBM), and advanced packaging, driving higher process control intensity, while supply constraints and cost pressures remain ongoing risks.

China has given its leading AI startup DeepSeek approval to buy Nvidia’s H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reuters.

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML’s performance and outlook have largely settled.

Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad laminate (CCL) materials. As orders for high-end products gradually increase, Taiwan’s top three CCL manufacturers are set to deliver significant revenue growth with double-digit year-over-year gains in 2025.

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world’s best-selling smartphone, topping global sales ahead of all other models. The iPhone 16’s strong performance capped a remarkable year for Apple, which claimed seven out of the top ten best-selling smartphone models worldwide. Only Samsung’s devices filled the remaining three positions, underscoring a duopoly at the top of the market that has held steady for several years.