The rapid adoption of AI is driving a surge in global data demand. Yet, 5G deployment has fallen short of industry expectations, pushing telecom operators to seek new revenue streams. At MWC 2025, the Global System for Mobile Communications Association (GSMA) underscored that “Complete 5G” will be pivotal for mobile operators looking to redefine the market and increase revenue. However, the adoption of 5G standalone (5G SA) remains the decisive factor.

Oracle reported its financial results for the third quarter of fiscal year 2025, revealing revenue below market expectations but maintaining an optimistic outlook on long-term cloud growth. The company cited increasing demand for artificial intelligence (AI) computing from enterprise clients as a key driver of future expansion.

Small and medium-sized panel manufacturers, HannStar and Giantplus, reported strong revenue performances in February, with both companies showing month-over-month and year-over-year growth. Specifically, HannStar’s shipments of small and medium-sized panels saw a rebound in February. Meanwhile, Giantplus expects the first quarter to be a slow season. However, the market is more focused on the potential impacts and changes following the exit of its parent company, Toppan Holdings.

Hesai Technology has achieved its first full-year non-GAAP profitability. Lei News and IT Home reported the leading Chinese LiDAR company’s unaudited financial results for 2024. Fourth-quarter revenue reached CNY720 million (US$99.30 million), up 28.3% year over year. Hesai posted a net income of CNY150 million for the quarter, reversing a CNY140 million net loss from the same period in 2023.