MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25

Micro-Star International (MSI) held its annual shareholders’ meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational challenges. Hsu acknowledged that 2024 was a difficult year due to delayed product launches and geopolitical and economic headwinds. Nonetheless, MSI continued investing in key areas such as AI, high-performance computing (HPC), automotive electronics, and charging infrastructure. The company projected a return to growth beginning in the second half of 2025, bolstered by recovering demand for gaming products.

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WWDC 2025: Cosmetic upgrades, but AI questions linger

Apple’s Worldwide Developers Conference (WWDC) 2025, held on June 9, marked the debut of a new design language called “Liquid Glass” and introduced updates across its software platforms, including iOS 26, macOS Tahoe, watchOS 26, Vision OS 26, and iPadOS 26. Despite these enhancements—ranging from a dynamic, translucent user interface to new productivity tools—analyst reactions have been mixed, with many questioning the company’s direction in artificial intelligence (AI).

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Quanta, Wistron lead May notebook gains as ODMs flag trade headwinds

Taiwan’s four leading notebook ODMs posted improved shipment figures in May 2025, lifting expectations for a sequential uptick in second-quarter volumes. Despite this positive trend, industry executives remain cautious about the outlook for the second half of 2025, citing growing geopolitical uncertainties, particularly the possibility of new tariffs being announced by the US in early July.

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Qualcomm seals Autotalks deal, expands V2X chip output with Samsung Foundry

Qualcomm CDMA Technologies (QCT), a unit of Qualcomm Inc., has finalized its acquisition of Israeli vehicle-to-everything (V2X) chipmaker Autotalks, reinforcing its push into connected car communications. The long-anticipated deal, delayed by two years of regulatory scrutiny, will strengthen Qualcomm’s position in automotive connectivity and safety, while sparking debate over potential impacts on market competition.

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