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Market intelligence covers public developments that affect internet infrastructure, governance decisions, connectivity markets, digital capital flows, and operational risk. It connects reporting with related organisations, regional exposure, market context, evidence quality, operating dependencies, procurement pressure, competition, compliance, customer exposure, and service-continuity questions so readers can…
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Asia-Pacific Cloud Services Trends
Nikon fields ‘remarkable’ demand for older chip tools in China
OUR TAKENikon is capitalising on a surge in demand for its legacy lithography machines in China, driven by the country’s initiative to build an independent semiconductor supply chain. As US and allied restrictions limit access to the latest chip-making technologies, Chinese…
Global Cloud Services Trends
TSMC raises revenue forecast in confident bet on AI boom
OUR TAKETaiwan Semiconductor Manufacturing Company (TSMC), a key player in the global semiconductor industry, has raised its revenue forecast, showing robust confidence amid the ongoing artificial intelligence (AI) boom. As the primary chipmaker for giants such as Apple and…
Global Cloud Services Trends
Meta announces withholding its latest AI model from the EU
OUR TAKEMeta’s decision to withhold the launch of its AI models in the EU due to regulatory uncertainties may impact its competitive edge and create opportunities for competitors. However, it could also drive a revolution in user privacy protection policies within the industry.…
Global Cloud Services Trends
Huawei HarmonyOS PC version expected to launch later this year
OUR TAKEThe expansion of HarmonyOS across various devices promises to deliver seamless connectivity and a consistent user experience. This growth not only fosters a thriving ecosystem but also opens up new opportunities for both users and developers.— Yasmine Luo, BTW reporter…
Global Cloud Services Trends
AI adoption in Japanese companies: Opportunities and obstacles revealed by Reuters survey
OUR TAKERegardless of the stance companies take on AI, the gradual replacement of some jobs by AI has become an inevitable trend. McKinsey’s report, “The Economic Potential of Generative AI,” highlights that AI benefits industries, with value growth concentrated in customer…
Global Cloud Services Trends
Intuitive surgical’s Q2 performance reflects rising demand for surgical robots
OUR TAKEIntuitive Surgical has certainly caught the eye of investors with its report which beats expectations and signals strong market demand for the da Vinci surgical robot. The company’s success story is a testament to the resilience of the medical device industry and the…
Global Cloud Services Trends
Meta eyes stake in maker of Ray-Ban in smart glasses push
OUR TAKEMeta Platforms is negotiating a strategic investment to acquire a 3% to 5% stake in EssilorLuxottica SA, the world’s leading eyewear manufacturer and the brains behind Ray-Ban sunglasses. This acquisition shows Meta’s commitment to expanding into the smart glasses market…
Asia-Pacific Cloud Services Trends
U.S. chip stocks fluctuate amid U.S.-China tech dispute
OUR TAKEThe semiconductor sector’s recent volatility underscores the precarious balance between geopolitical tensions and market stability. Investors must navigate these choppy waters with caution, yet remain hopeful in the industry’s proven resilience and capacity for…
Global Cloud Services Trends
Meta suspends AI training in Brazil
OUR TAKEMeta’s decision reflects the growing importance of global data privacy and protection regulations on the operations of technology companies. Not only does this incident impact Meta’s AI product development and market expansion plans in Brazil, but it also highlights the…
Global Cloud Services Trends
Cryptography in cyber security and its application
Cryptography application helps to ensure the security of network communication, data transmission and storage, and is an indispensable part of network security system. As technology evolves and security needs change, cryptography techniques continue to evolve and improve to…
Asia-Pacific Cloud Services Trends
Paytm’s loss widens as regulatory action continues to bite
OUR TAKEPaytm, a popular Indian fintech company, continued to suffer financial setbacks after its net loss doubled to $100 million in the first quarter of the fiscal year. Faced with stringent regulatory measures from the Reserve Bank of India, which almost shut down its banking…
Global Cloud Services Trends
What is fingerprinting in cyber security?
In network security, fingerprint recognition is both a defense tool and an attack tool, used by security professionals, administrators, and attackers. It provides valuable insights into the network environment, helps identify vulnerabilities, and enhances the overall security…
Global Institutional Trends
Zuckerberg cuts Meta’s metaverse investment
OUR TAKEMeta’s shift towards reducing spending and focusing on profitability signals a strategic realignment, even as it continues to invest heavily in AI and the metaverse.— Yasmine Luo, BTW reporter What happened? Mark Zuckerberg is cutting Meta’s spending on the metaverse. The…
Europe and Middle East Cloud Services Trends
Microsoft cloud outrage causes widespread public service disruptions
OUR TAKEThis outage underscores the critical importance of reliable cloud infrastructure, as it caused widespread disruptions across multiple sectors, including Frontier Airlines, Amazon, Cox, Sky News, and Thameslink trains in the UK. The timing, coinciding with the busy summer…
Global Cloud Services Trends
Google reduces AI Overview responses to search queries
OUR TAKEGoogle’s AI Overviews integrate customised language models with core web ranking systems to deliver accurate, high-quality search results and relevant links. This could impact media traffic and prompt website editors to optimise content for better search visibility.…
Global Cloud Services Trends
Trump’s comments cause TSMC stock plunge while profit set to rise
OUR TAKETrump’s remarks as a presidential candidate have led investors to shift from TSMC to its competitors, impacting the stock market and reflecting heightened geopolitical risks, while boosting stocks like Intel and GlobalFoundries due to their alignment with Trump’s agenda…
Asia-Pacific Cloud Services Trends
US leadership ready for collateral damage in China tech war
OUR TAKEThese planned restrictions could hurt ASML and major U.S. tech giants, while China may use the opportunity to enhance its R&D capabilities and reduce reliance on Western technology, making the effectiveness of the restrictions uncertain.— Yasmine Luo, BTW reporter What…
Asia-Pacific Cloud Services Trends
India’s first unicorn sets sights on IPO after returning home
OUR TAKEInMobi, a Mumbai-based mobile advertising company, is targeting an IPO in India in the second half of 2025, following its strategic decision to move its headquarters back to India from Singapore earlier this year. The move, spearheaded by founder Naveen Tewari, aims to…
Global Cloud Services Trends
Can we trust crypto wallets to be anonymous?
Cryptocurrency wallets are an essential tool for anyone involved in the digital currency world. They provide security, convenience, and control for cryptocurrency assets, enabling users to securely manage their funds and conduct transactions through a blockchain network. Crypto…
Global Cloud Services Trends
Common types and benefits of crypto wallet
Crypto wallets provide security, control, privacy, and accessibility, making them an indispensable tool for managing and leveraging cryptocurrencies in today’s digital economy. Each type of crypto wallet has its own uniqueness, and users should weigh in on their security needs…
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