Tongtai targets 20% revenue from electronics equipment by 2026

Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return its core business to profitability. The company currently holds about NT$3 billion (US$95.8 million) in orders and is expanding aggressively into the electronics equipment sector, which comprises approximately 12% of its third-quarter revenue, with plans to increase this share to nearly 20% by 2026.

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HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon’s expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE’s GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department’s classified computing capabilities.

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US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity.

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