Core Insights - PACCAR has demonstrated significant profit growth, with adjusted net income increasing from $1.3 billion in 2020 to $2.6 billion in 2025, and from $2.4 billion in 2019 to $5 billion in 2023, attributed to new products and financial services growth [1][2] - The company is focusing on expanding its parts and financial services, which have grown from 43% to 71% of profit, helping to mitigate cyclicality [2][6] Financial Performance - Revenue increased from $19 billion in 2014 to over $28 billion in 2025, with adjusted income rising from $1.4 billion to $2.6 billion and return on revenue improving from 7.2% to 9.3% [2][6] - The five-year average net income per truck nearly doubled from just over $9,500 to $18,000 [1][6] Growth Strategies - PACCAR targets a 5-point share gain in a $70 billion retail parts market, aiming for a $3.5 billion dealer sales opportunity by 2030 [4][16] - The company has invested over $5 billion in the past five years, including $800 million to enhance manufacturing flexibility and reduce tariff exposure by more than 50% [5][8] Product Development - Recent product launches include the Kenworth T880S and Peterbilt Model 589, with a focus on electric vehicles like the Model 567 EV [11][12] - DAF's new XD and XF electric trucks have won the International Truck of the Year award, highlighting PACCAR's commitment to innovation [12] Manufacturing and Technology - PACCAR is implementing an advanced manufacturing strategy, deploying Industry 5.0 and AI tools to improve operational efficiency [7][10] - The company has shifted to a "build local-for-local" strategy to enhance its manufacturing footprint and reduce tariff impacts [8] Market Outlook - For 2026, PACCAR expects first-quarter deliveries of around 33,000 units, with capital expenditures projected between $725 million and $775 million and R&D spending between $450 million and $500 million [22] - The company anticipates industry market sizes of 230,000–270,000 units in the U.S. and Canada, and 280,000–320,000 units in Europe for 2026 [22] Financial Services - PACCAR Financial Services operates in 26 countries, providing financing that supports truck market share, with an average return on assets of 2.6% over the past five years [20] - The company is focusing on the second-owner market, which presents a larger growth opportunity compared to first owners [19]

Core Viewpoint - Celularity Inc. welcomes the withdrawal of the Local Coverage Determinations (LCDs) for skin substitute products by the Centers for Medicare & Medicaid Services (CMS), which were set to take effect on January 1, 2026, while ensuring that its Biovance® and Biovance 3L products remain eligible for Medicare coverage [1][2] Group 1: CMS Actions - On December 24, 2025, CMS announced the immediate withdrawal of LCDs for Skin Substitute Grafts/Cellular and Tissue-Based Products for the Treatment of Diabetic Foot Ulcers and Venous Leg Ulcers, which would have affected coverage starting January 1, 2026 [2] - The withdrawn LCDs eliminated Medicare coverage for 158 skin substitute products from other companies, while Celularity's products remained unaffected [2] Group 2: Company Insights - Dr. Robert J. Hariri, CEO of Celularity, highlighted the substantial real-world evidence supporting the effectiveness of Biovance® in treating chronic wounds across diverse patient populations [3] - Biovance® has shown a reduction in steroid use in about 50% of treated patients, which may help decrease pro-inflammatory factors and enhance the body's natural healing process [3] - The new Medicare payment policy, effective January 1, 2026, will reimburse skin substitute applications at a flat rate of $127.28 per square centimeter, which Celularity is prepared to operate under due to its efficient manufacturing process [3] Group 3: Company Overview - Celularity Inc. is focused on developing, manufacturing, and commercializing advanced biomaterial products and cell therapies derived from postpartum placenta, addressing significant unmet needs in regenerative medicine [4] - The company aims to leverage the unique biology of the placenta to create effective and affordable therapies targeting aging mechanisms such as cellular senescence and chronic inflammation [4]

Core Insights - Mouser Electronics, in collaboration with STMicroelectronics, has released a new eBook titled "Autonomy Meets Intelligence: Enabling the Future of Factory Automation," which discusses advancements in automation and intelligent systems addressing manufacturing challenges [1][2]. Industry Trends - The eBook features insights from ten industry experts on how artificial intelligence (AI) and machine learning (ML) are enhancing adaptability on the factory floor, contributing to the evolution of smart factories [2]. - Concepts such as Industry 4.0 and Industry 5.0 are highlighted, emphasizing the importance of fast communication and accurate sensing for maximizing their potential [2]. Product Highlights - The STM32N6 microcontrollers from STMicroelectronics, available through Mouser, offer 600 times more machine-learning performance than existing high-end STM32 MCUs, enabling advanced applications like computer vision and audio processing [3]. - The ISM330BX 6-axis inertial measurement unit (IMU) provides high accuracy positioning and in-sensor AI computing, facilitating smarter industrial environments with minimal power consumption [4]. - The VL53L8CH time-of-flight (ToF) sensor is designed for AI-driven applications, capable of detecting multiple objects with depth understanding and motion detection, ensuring robust performance [5]. - The X-STM32MP-RBT01 microcontroller expansion board supports automation and robotic applications, featuring various sensors for enhanced functionality [6]. Company Overview - Mouser Electronics is a global authorized distributor of semiconductors and electronic components, offering over 6.8 million products from more than 1,200 manufacturers [10]. - The company provides extensive technical resources, including product data sheets and application notes, to assist customers in their design processes [8].

Market Performance - U.S. stocks traded higher, with the Nasdaq Composite gaining over 200 points on Wednesday [1] - The Dow rose by 0.34% to 47,247.64, the NASDAQ increased by 0.96% to 23,572.70, and the S&P 500 climbed 0.67% to 6,817.18 [1] - Communication services shares increased by 1.7%, while real estate stocks fell by 0.1% [1] Commodities - Oil prices decreased by 1% to $59.98, while gold prices increased by 1% to $3,999.00 [5] - Silver rose by 1.5% to $47.975, and copper increased by 0.6% to $4.9770 [5] European Markets - European shares were higher, with the eurozone's STOXX 600 gaining 0.23% [6] - Spain's IBEX 35 Index rose by 0.39%, London's FTSE 100 increased by 0.64%, Germany's DAX 40 rose by 0.42%, and France's CAC 40 gained 0.08% [6] Asian Markets - Asian markets closed mixed, with Japan's Nikkei 225 falling by 2.50% and Hong Kong's Hang Seng declining by 0.07% [7] - China's Shanghai Composite gained 0.23% [7] Company News - Babcock & Wilcox Enterprises, Inc. shares surged by 37% to $5.13 after reporting better-than-expected third-quarter EPS results [9] - SMX (Security Matters) PLC shares increased by 27% to $1.87 following a non-binding LOI with CARTIF [9] - Solid Power Inc shares rose by 55% to $8.72 after reporting better-than-expected third-quarter EPS results [9] - Rubico Inc shares dropped by 53% to $0.2850 after pricing an underwritten offering of 12.3 million units at $0.609 each [9] - WF International Ltd shares fell by 58% to $1.08 after pricing a follow-on public offering of 1,720,688 units at $2.00 per unit [9] - Biohaven Ltd shares decreased by 38% to $8.64 after receiving a Complete Response Letter from the FDA regarding its New Drug Application [9] Employment and Economic Data - U.S. private businesses added 42,000 jobs in October, exceeding market estimates of 25,000 [11] - The volume of mortgage applications in the U.S. fell by 1.9% from the previous week [11] - U.S. crude oil inventories surged by 5.202 million barrels, significantly higher than market estimates of a 0.6-million increase [11]

Core Insights - AUTOMEX Penang 2025 marks a significant milestone in Malaysia's industrial evolution, showcasing over 200 global brands in automation and smart manufacturing [1][6][11] - The event is a strategic collaboration with the Malaysia Semiconductor Industry Association (MSIA), emphasizing innovation and growth in the automation and semiconductor sectors [7][8] Event Overview - AUTOMEX Penang 2025 is held from November 4-6, 2025, at the Setia SPICE Convention Centre, covering an area of 5,500 square meters and expected to attract over 5,000 trade visitors [4][5] - The exhibition has evolved from a trade show into a strategic industry institution, connecting technology providers with local SMEs and multinational corporations [14][17] Industry Impact - The event supports Malaysia's National Semiconductor Strategy (NSS) and New Industrial Master Plan 2030 (NIMP 2030), aiming to position Malaysia as a global hub for high-value, high-technology industries [9] - Penang contributes nearly 30% of Malaysia's electrical and electronics exports and has attracted over RM30 billion in approved manufacturing investments in 2024 [10][11] Future Vision - The theme of the Silicon Malaysia Conference 2025, 'Made by Malaysia', reflects the ambition to lead in manufacturing, design, and innovation [8] - The Penang State Government is investing in Technical and Vocational Education and Training (TVET) and smart city infrastructure to prepare 150,000 Malaysians for high-value roles by 2030 [13]

Core Insights - GlobalFoundries' 300mm fab in Singapore has been designated as part of the Global Lighthouse Network by the World Economic Forum, recognizing its leadership in deploying Fourth Industrial Revolution technologies [1] - The company is leveraging digital capabilities, including AI and machine learning, to enhance safety, cost, quality, and productivity across its manufacturing operations globally [2] - Strategic partnerships with academia, solution providers, and government agencies are being strengthened to build a robust pipeline of digital talent and co-develop innovative solutions [3] Digital Transformation and Innovation - GlobalFoundries has deployed over 60 smart manufacturing solutions since 2020, demonstrating significant improvements in cost, quality, and productivity [2] - The company is focused on re-engineering operations through digital innovation to deliver high-quality semiconductors that meet the demands of rapidly evolving markets such as mobile, automotive, and IoT [5] - The AI Centre of Excellence in Singapore is advancing the adoption of Industry 5.0, reshaping the workforce with digital solutions for current and future talent [5] Ecosystem and Collaboration - As part of the Global Lighthouse Network, GlobalFoundries aims to cross-learn and innovate alongside other global Lighthouse sites [4] - The company emphasizes the importance of holistic transformation, embedding digital innovation, resilience, sustainability, and customer centricity into its operations [5] - Continued investment in cutting-edge technologies and strategic partnerships is crucial for reinforcing Singapore's position as a key global semiconductor manufacturing site [5]

Core Insights - GlobalFoundries' Singapore facility has been recognized by the World Economic Forum as part of the Global Lighthouse Network for its advancements in Industry 4.0 technologies, particularly in AI and machine learning [1][5] - The company is focused on leveraging digital capabilities to enhance safety, cost efficiency, quality, and productivity across its global operations [2][5] - Strategic partnerships with academia, solution providers, and government agencies are being developed to strengthen the digital talent pipeline and co-develop innovative solutions [3][5] Digital Transformation and Innovation - GlobalFoundries has deployed over 60 smart manufacturing solutions since 2020, utilizing AI, machine learning, IoT, and advanced analytics to achieve significant improvements in manufacturing [2] - The company aims to transition from Industry 4.0 to Industry 5.0, reshaping its workforce with the latest digital solutions and building a robust digital ecosystem [5] Strategic Positioning - The recognition as a Lighthouse site underscores the critical role of the Singapore facility in GlobalFoundries' global manufacturing strategy, alongside its facilities in the U.S. and Dresden [5] - The company is committed to investing in cutting-edge technologies and talent development to reinforce Singapore's position as a key global semiconductor manufacturing hub [5][6]

Core Insights - Schneider Electric is showcasing advancements in open, software-defined automation and technology innovations at Hannover Messe 2025, emphasizing the integration of automation, energy management, and digital technologies to enhance industrial competitiveness and sustainability [1][3] Group 1: Industry Challenges - Industries are facing significant challenges such as changing competitive landscapes, rapid technological advancements, high energy costs, stringent environmental regulations, and the need for supply chain resilience [2] Group 2: Automation as a Solution - Automation is identified as a key lever to address industry challenges, enhancing decision-making, efficiency, and productivity through data generation [3] - Schneider Electric's EcoStruxure Automation Expert features an open, software-defined automation approach that allows industries to adapt quickly to market changes, integrating AI-infused digital technologies [3][4] Group 3: Product Innovations - The EcoStruxure Automation Expert Platform offers a unified automation environment for managing control applications, streamlining engineering and maintenance processes [4][5] - The platform includes Automation Copilot, a generative AI assistant developed with Microsoft, which aids engineers in creating high-quality, validated code [5] - New products showcased include the Modicon M660 Industrial PC, which sets a benchmark in motion control, and the TeSys Deca Advanced contactor, which accelerates installation by up to 75% [9]

Group 1: Partnership and Research Initiatives - Ericsson has partnered with Bharti Airtel and Volvo Group in India to expand research in AI, Digital Twin, and Extended Reality Technologies for manufacturing processes [1] - The collaboration aims to utilize advanced 5G technology to enhance the adoption of Industry 4.0 and Industry 5.0 standards in India [1][2] Group 2: Technological Advancements and Applications - The advanced 5G network will support industrial XR applications, enabling real-time simulations, design prototyping, and immersive training across factories [2] - Research will be conducted at Volvo's factory and R&D Centre in Bangalore, focusing on industrial metaverse applications and immersive concepts in manufacturing [2][3] Group 3: Impact on Industrial Operations - Findings from the research are expected to transform industrial operations by improving workforce training, optimizing processes with AI, and increasing production efficiency [3] - The initiative will enhance network readiness for technologies like Industrial XR and support the development of advanced communication solutions for smart factories [3] Group 4: Market Position and Performance - Ericsson is well-positioned to benefit from the growing demand for advanced technologies across various sectors, driven by the need for operational efficiency and new revenue streams [5] - The company has seen its shares increase by 51.2% over the past year, outperforming the industry growth of 46.4% [7] Group 5: Competitive Landscape - Ericsson is the largest supplier of LTE technology globally, with a significant market share and numerous LTE networks established worldwide [6] - The company has a Zacks Rank of 3 (Hold), indicating a stable position in the market [8]

As filed with the Securities and Exchange Commission on August 23, 2024 Registration No. 333-276945 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Amendment No. 7 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 JBDI Holdings Limited (Exact name of registrant as specified in its charter) Not Applicable (Translation of Registrants name into English) (State or Other Jurisdiction of Incorporation or Organization) Cayman Islands 3412 Not Applicable (Primary Standard I ...