Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an “AI bubble,” Nvidia CEO Jensen Huang has launched an intensive “diplomatic de-escalation” tour to defuse tensions. He recently made consecutive appearances at Nvidia’s GTC conference in Washington, DC, and the Asia-Pacific Economic Cooperation (APEC) Leaders’ Meeting in Gyeongju, South Korea, demonstrating his flexible execution of the “Huang-style” strategy.
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion. However, this figure remains below the market consensus of JPY602.1 billion.
Chunghwa Telecom announced on November 3, 2025, that it has received formal approval from regulators to begin commercial operations using SES’s O3b medium-Earth orbit (MEO) satellite network, completing a 14-month review process. The license, granted on October 30, 2025, makes Chunghwa Telecom the first carrier in Taiwan authorized to operate across all three major satellite orbits—GEO, MEO, and LEO.
China’s artificial intelligence (AI) mobile app sector has surpassed 700 million monthly active users (MAUs), yet a majority of AI-native apps are facing significant user losses, according to data from QuestMobile cited by the South China Morning Post. As of September 2024, AI-native apps—those built with AI at the core—and in-app services, which provide intelligent AI features, combined reached 729 million MAUs, increasing by nearly 50 million since June 2024. Despite this growth, nearly 60% of native AI apps saw user decline in the third quarter of 2024.
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in the country’s fast-growing AI market.