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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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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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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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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Tesla restarts Dojo development with new focus on space AI

In a recent post on social media, Elon Musk unveiled Tesla’s latest roadmap for artificial intelligence chips, declaring that development of the company’s AI5 chip was progressing well and that work on Dojo 3 would resume. The brief statement masked a significant strategic pivot. Encouraging news around AI5—described by Musk as existential to Tesla—came alongside the revival of the Dojo project, which had been suspended in August 2025. After a five-month hiatus, Tesla’s in-house chip strategy appears to be changing course once again.

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LG Display returns to profitability as LCD exit takes effect

LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion.

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Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41 billion (approx. US$681.38 million), up 25.2% year-over-year. Net income attributable to the owners of the parent totaled NT$1.86 billion, increasing 21.2% quarterly and 22.3% year-over-year, while earnings per share stood at NT$2.52.

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‘Taiwan Dome’ drives shift toward networked defense warfare

“Taiwan Dome” has emerged as a key concept in Taiwan’s defense strategy, drawing increased attention across the defense and technology sectors. The approach centers on system integration to build a networked combat architecture, placing greater emphasis on command platforms capable of coordinating operations across multiple domains. Alongside close cooperation between Taiwan’s Ministry of National Defense and the US to introduce advanced technologies, Taiwanese companies are also expanding their investments in related areas.

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