Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating profit surged 68% to NT$32 million on a stronger product mix, process improvements, and higher demand for premium applications, while currency appreciation trimmed net profit to NT$20 million.

Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding supply. The company is accelerating expansion in Vietnam, adding production for cold plates, manifolds, quick connectors, and chassis, and expects growth to persist unless major macroeconomic or supply chain disruptions arise in the second half of 2025.

The Russia–Ukraine conflict has transformed modern warfare, prompting nations to accelerate the development and mass production of diverse attack drones. Future battles may begin with waves of unmanned aerial vehicles (UAVs) whose low-cost, mid-to-long-range strikes are intended to exhaust expensive surface-to-air missiles, whether launched from land, sea, or aircraft, before clearing the way for more destructive warplanes and missiles.

GlobalFoundries (Nasdaq: GFS) has finalized its acquisition of MIPS, a US-based supplier of AI and processor IP, in a bid to fortify its position in differentiated semiconductor manufacturing and expand into high-growth segments such as artificial intelligence, edge computing, and advanced computing solutions.