Anthropic aims for profitability by 2028 while OpenAI’s losses could reach US$74 billion

AI startup Anthropic is projected to break even by 2028, fueled by steady enterprise client revenue, whereas OpenAI is expected to continue incurring significant operating losses until 2030 due to heavy investments in compute infrastructure. Financial documents reviewed by the Wall Street Journal indicate that OpenAI’s operating losses could reach US$74 billion in 2028, roughly three-quarters of its anticipated revenue, in contrast to Anthropic’s target of profitability within the same timeframe.

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Hiwin eyes 2026 growth driven by semiconductor and robotics

Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on short-term needs. The company is optimistic about revenue growth next year, fueled mainly by strong demand in semiconductor equipment and robotics, which it sees as key drivers for its business.

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ECE banks on NEV projects for growth amid stable 2025 auto demand

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter of 2025 dampened due to tariffs and market uncertainties. However, recent signs of recovery in customer orders have led the company to expect stable automotive-related demand for 2025.

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Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand

Apex Material Technology, a manufacturer specializing in touch panels and optical lamination services, reported revenue and profit growth in the third quarter of 2025, driven by rising shipments for medical applications and a rebound in demand from the industrial control sector. Management anticipates that continued sales growth from US and European medical clients, as well as steady expansion in industrial control and transportation markets, will support performance in the upcoming quarter and throughout 2026.

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GIS bets on OLED and optics as the display industry shifts to high-end applications

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution (GIS), a leading touch panel manufacturer, OLED technology is expanding toward larger screen sizes and a broader range of product lines, beginning with premium devices and eventually trickling down to mainstream models.

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Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for Engineering. The event highlighted their significant contributions to AI and sparked debate on the field’s current progress and future direction.

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Samsung Galaxy S26 set for February 2026 launch with expanded Exynos use

Samsung Electronics is reportedly confirmed to officially launch its new flagship smartphone series, the Galaxy S26, in February 2026. Although earlier reports suggested a possible delay to March 2026 due to product line adjustments, the company is said to have coordinated across its divisions to shorten the timeline and proceed with the launch as scheduled.

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BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market

BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company’s president, Michael Guan, said BenQ Medical is stepping up efforts to advance its three main product lines, expecting two of them to see substantial growth momentum in 2026, with most of the products contributing to sales.

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Chicony Power rebounds as server demand lifts profits amid PC slowdown

Chicony Power reported a solid recovery in the third quarter of 2025, with strong growth in server power supply sales offsetting weakness in notebook (NB) power demand and semiconductor shortages. Despite broader headwinds in the PC sector, the company achieved double-digit quarter-on-quarter growth in its server business, lifting profitability and signaling a turnaround from earlier declines.

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