ASML orders beat expectations as company plans 1,700 layoffs

ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters. The Dutch semiconductor equipment maker said fourth-quarter bookings reached EUR13.2 billion (US$15.8 billion), more than double the EUR5.4 billion recorded in the previous quarter and well above analyst expectations of EUR6.32 billion, based on data from Visible Alpha.

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Phison’s Pascari SSDs power world’s first lunar data center, set new reliability benchmark

Taiwan’s leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data company Lonestar Data Holdings on the award-winning Freedom Mission, a milestone project highlighting the rising strategic importance of secure and resilient data storage in the AI era.

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MetaX revenue more than doubles to US$230 million as losses narrow

China’s GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January 27, 2026, the Shanghai-based company said revenue is expected to reach CNY1.6 billion (US$230 million) to CNY1.7 billion, up from CNY743 million a year earlier, a year-over-year increase of 115% to 129%.

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ASML posts record 2025 results on surging orders

ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments in artificial intelligence chipmaking. The Dutch lithography equipment maker posted total net sales of EUR32.7 billion (US$39.2 billion) for the year, with net income reaching EUR9.6 billion.

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Taiwan bets on drone swarms with Anduril Lattice AI command playing key role

Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the “Taiwan Shield,” or “Taiwan Dome.” Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan’s National Chung-Shan Institute of Science & Technology (NCSIST).

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Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal projections, with sales expected to nearly quadruple this year to as much as US$18 billion and climb to about US$55 billion in 2027—a roughly 20% increase in its forecast for 2026 compared with earlier estimates.

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