Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal projections, with sales expected to nearly quadruple this year to as much as US$18 billion and climb to about US$55 billion in 2027—a roughly 20% increase in its forecast for 2026 compared with earlier estimates.

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AUO wins landmark US patent lawsuit, marking Taiwan’s first victory in 22 years

After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.

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Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41 billion (approx. US$681.38 million), up 25.2% year-over-year. Net income attributable to the owners of the parent totaled NT$1.86 billion, increasing 21.2% quarterly and 22.3% year-over-year, while earnings per share stood at NT$2.52.

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LG Display returns to profitability as LCD exit takes effect

LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion.

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Tesla restarts Dojo development with new focus on space AI

In a recent post on social media, Elon Musk unveiled Tesla’s latest roadmap for artificial intelligence chips, declaring that development of the company’s AI5 chip was progressing well and that work on Dojo 3 would resume. The brief statement masked a significant strategic pivot. Encouraging news around AI5—described by Musk as existential to Tesla—came alongside the revival of the Dojo project, which had been suspended in August 2025. After a five-month hiatus, Tesla’s in-house chip strategy appears to be changing course once again.

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SoftBank in talks to invest additional US$30 billion in OpenAI

The Wall Street Journal (WSJ), citing informed sources, reported that SoftBank Group is negotiating a new investment with OpenAI, potentially reaching up to US$30 billion, though final deal terms have not yet been confirmed. Since late December 2025, rumors have circulated that OpenAI is preparing a new funding round, targeting up to US$100 billion, with a valuation potentially reaching US$830 billion, aimed at supporting the company’s massive AI research, computing, and talent needs.

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‘Taiwan Dome’ drives shift toward networked defense warfare

“Taiwan Dome” has emerged as a key concept in Taiwan’s defense strategy, drawing increased attention across the defense and technology sectors. The approach centers on system integration to build a networked combat architecture, placing greater emphasis on command platforms capable of coordinating operations across multiple domains. Alongside close cooperation between Taiwan’s Ministry of National Defense and the US to introduce advanced technologies, Taiwanese companies are also expanding their investments in related areas.

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