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Ltd.
86 posts
3M expands Amazon AI deal as $6bn sales milestone unlocks share warrants
3M Company has expanded its commercial relationship with Amazon around optical connectivity and data centre materials, introducing warrants tied to as much as $6 billion in cumulative product sales over seven years. The agreement coincides with improving industrial margins and an upgraded 2026 earnings outlook.
ASML warns 2027–28 chip equipment capacity may fall short as Q3 sales reach €11.7bn
ASML Holding N.V. reported record third-quarter sales of €11.66 billion and net income approaching €5 billion, but the Dutch semiconductor equipment manufacturer says its planned production capacity may be insufficient to meet customer demand in 2027 and 2028.
Fast Retailing (TSE: 9983) record FY26 puts Western growth under the microscope
Fast Retailing delivered a fifth consecutive record year as North America and Europe overtook Greater China in combined UNIQLO revenue, but a roughly JPY 23 trillion valuation leaves little room for the international expansion engine to stall.
Ribo enters obesity RNAi race as RBD3133 moves toward first human study in Europe
Suzhou Ribo Life Science has filed for a European Phase I trial of RBD3133, taking its first obesity candidate toward human testing as multiple RNAi developers pursue INHBE as a potential fat-selective alternative or complement to incretin therapies.
Applied Intuition gains Honda and Nissan SDV roles as Japan’s software race accelerates
Applied Intuition has announced separate software partnerships with Honda and Nissan within hours of each other, moving its Vehicle OS deeper into two major Japanese automakers as they race to simplify vehicle electronics, accelerate development and prepare architectures that can evolve through software.
XtalPi’s industrial AI reaches Fangda Carbon factory floor as graphite costs stay volatile
XtalPi and Fangda Carbon have moved a predictive raw-material model into live graphite electrode production, giving the Hong Kong-listed AI company a tangible industrial test of whether its AI for Science platform can reduce physical trial work and improve manufacturing economics.
Gan & Lee Pharmaceuticals doses first participant with once-weekly oral GLP-1 candidate
Gan & Lee Pharmaceuticals has dosed the first participant in a 112-person Phase I study of GZC8072, an oral peptide GLP-1 receptor agonist designed for once-weekly administration, putting pharmacokinetics and tolerability ahead of any near-term weight-loss claims.
YFORE launches ODMS camera-radar platform as in-cabin safety rules reshape automotive cockpits
YFORE’s new ODMS combines smart-mirror vision and cabin radar as safety rules tighten, but OEM awards will decide whether the platform scales globally.
J&T Express profit jumps 124% as non-China revenue reaches 50% for the first time
J&T Express more than doubled adjusted profit in the first half as Southeast Asia and emerging markets expanded rapidly, pushing non-China revenue to 50% of group sales for the first time.
New Zealand’s rooftop solar record just jumped to 5.3MW, but what does JA Solar really gain?
JA Solar Technology has supplied 8,273 modules for Fisher & Paykel Healthcare’s 5.3 MW Auckland rooftop system, a record project whose strategic value extends far beyond its modest contribution to JA Solar’s global shipment volume.