Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to announce multiple technological breakthroughs and strategic collaborations. Spanning power management, optical communications, interconnects, and lithography technologies, these developments highlight how Taiwan's ecosystem transforms cutting-edge innovations into global-scale production, reinforcing Taiwan's role as a key accelerator for next-generation computing.

China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials.

Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported by strong customer orders. The company remains highly optimistic about its 2026 outlook.

South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through the third quarter of 2025.

Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.

Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed as an effort to speed up its software-layer catch-up with Nvidia in the global compute race.

GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity to the region's expanding AI infrastructure. The company said the facility is intended to support enterprises developing and deploying large AI models, forming part of a broader push to establish locally controlled, high-performance computing capabilities while maintaining access to advanced US technology.

South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments and collaboration on the Stargate Project.

Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from pure hardware manufacturing to integrated hardware-software solutions and comprehensive service offerings. Ennoconn chairman Fu-chuan Chu stated during the company's earnings call on November 14, 2025, that with the global localization of supply chains, and as the company's internal organization, products, and technologies are successfully restructured and its overseas deployments gradually take shape, the company expects operations in 2026 will be significantly stronger and show a higher growth trajectory compared to 2025.

AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3 shortages will be difficult to ease in the short term, and are expected to persist into the second half of 2026—2027.

The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an unprecedented pace of work, according to Business Insider.