China reportedly weighs antitrust probe into Intel following Google investigation

On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington imposed tighter restrictions on Nvidia’s advanced chips, limiting Beijing’s access to critical AI hardware. The regulators had previously signaled concerns over Nvidia’s market dominance in the country’s semiconductor sector.

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EU to step up small drone development for defense

The EU convened a non-official defense summit on February 3, 2025, focusing on strengthening Europe’s military capabilities against Russia and other threats. Given the pressing need for autonomous defense systems, the EU plans to invest EUR500 billion (US$516.33 billion) over the next decade to bolster its military industry. Following the prominent role of drones in Russia’s invasion of Ukraine in 2022, market observers anticipate substantial growth in Europe’s drone market as conventional warfare becomes increasingly technology-driven, with small unmanned aircraft emerging as a crucial segment.

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Infineon raises 1Q25 outlook despite tariff concerns, eye AI to navigate challenges

German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial forecast while providing a glimmer of hope for the semiconductor sector. However, the company cautioned that new tariffs from President Donald Trump’s administration could lead to retaliatory duties, negatively impacting its operations.

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Kdan Mobile expands global corporate market with AI-driven document solutions

Taiwan-based Kdan Mobile Software has established itself as one of the world’s top five PDF document service providers through consistent international expansion. While initially focused on mobile applications, the company has successfully shifted toward the global corporate market, with North America now representing about 30% of its total revenue.

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