Broadcom CEO Hock Tan revealed the company has landed a US$10 billion order from a mystery customer, which insiders now identify as OpenAI. The two firms are developing OpenAI’s first custom artificial intelligence (AI) processor, scheduled to enter mass production in 2026.

BoReTech Group, a specialist in environmental and resource recovery engineering, continues to see the bulk of its revenue come from Asia, which accounts for about 74% of total sales. The Americas rank second at 17%, while other regions collectively contribute around 9%.

Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion from an undisclosed client. The deal is expected to materially lift its AI outlook in fiscal 2026, alleviating investor concerns over a potential slowdown.

Taiwan’s bid to challenge global telecom incumbents with 5G Open RAN (O-RAN) is faltering, as network outages in automated factories undermine trust and local vendors struggle to monetize investments. Once championed as a bridge for Taiwan’s IT sector to break into communications technology and loosen the grip of Nokia, Ericsson, and Siemens, O-RAN’s commercial promise is now in doubt. Industry leaders and analysts see the emerging concept of AI-RAN as the sector’s potential reset.