Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return its core business to profitability. The company currently holds about NT$3 billion (US$95.8 million) in orders and is expanding aggressively into the electronics equipment sector, which comprises approximately 12% of its third-quarter revenue, with plans to increase this share to nearly 20% by 2026.

Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company's evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.

Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments will begin in the fourth quarter of 2025, with system-level validation expected by the third quarter of 2026. As partnerships move into mass production, fiber array units (FAUs) are set to become a core growth engine, with shipments scaling up gradually.

India announced four consolidated labour codes from 21 November 2025, marking one of the biggest overhauls of its labour regulations since Independence. The Code on Wages (2019), Industrial Relations Code (2020), Code on Social Security (2020), and Occupational Safety, Health and Working Conditions Code (2020) will replace 29 central labour laws, many of which date back several decades.

The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section 301 investigation of China's technology transfer, intellectual property, and innovation practices. The exclusions, previously set to expire on November 29, 2025, will now remain in effect until November 9, 2026.

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased by cloud giants, including Amazon, Google, and Oracle.

India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence, building an end-to-end supply chain, and positioning the country as a competitive global manufacturer.

According to Foxconn rotating CEO Kathy Yang, the global AI revolution is shifting from a technology-focused discussion to a stage where it is fundamentally reshaping industrial structures. In this transformation, Taiwan will play a critical role as a global hub. Yang emphasized that AI is not a short-term bubble but a technological turning point comparable to steam power and electricity.

Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications.

National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its "five trusted industries" that are closely linked with AI development. The government's strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation.

Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.

Foxconn has announced a new four-year plan to expand its operations in Wisconsin, focusing on artificial intelligence (AI) infrastructure, after approval from the Wisconsin Economic Development Corporation (WEDC). The plan includes an additional investment of US$569 million and aims to create nearly 1,400 new jobs in Racine County, marking a significant step in the company's efforts to grow its presence in the US.

Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling stable shipments to start from the third quarter of 2025. The company reports customer order visibility extending into the first half of 2026, prompting plans to expand production at new facilities in the US and Malaysia beginning in early 2026. These developments suggest a favorable revenue outlook for the coming year.

Japan is preparing to designate artificial intelligence, nuclear fusion, space, and other advanced sectors as "national strategic technologies," while moving to require stricter cybersecurity protections at semiconductor plants that receive government subsidies, according to reports from Nikkei and financial news outlet Minkabu. The dual initiatives highlight Tokyo's push to strengthen technological competitiveness and reduce supply chain risks amid intensifying global competition.

Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and shipment volumes. This momentum is driving up the share of AI server products in its portfolio, with analysts expecting AI-related revenue to account for about 70% of total sales by the fourth quarter of 2025 and exceed that level in 2026.

Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech Day event. The developments underscore the company's push to evolve from the world's largest electronics contractor into a full-stack technology and platform provider. The event highlighted new strategic partnerships, including a collaboration with OpenAI and expanded work with Nvidia.

Cybersecurity provider SailPoint released its annual Horizons of Identity Security report on November 20, which noted that identity security now offers the highest return on investment (ROI) among all cybersecurity domains. However, 63% of enterprises are still in the early stages of transition and remain largely dependent on manual audits and fragmented account management, which limits their ability to tackle increasingly complex cyber threats.

Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026. According to Bloomberg, citing The Information and insiders, this potential partnership positions Google as a viable alternative AI accelerator supplier to Nvidia, potentially reshaping the industry landscape.

Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could fall by 20-30% per year as demand significantly outpaces production capacity.

Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company's resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.

The 29th International Conference on Technology Law, hosted by National Yang Ming Chiao Tung University (NYCU) from November 20–21, 2025, spotlighted Taiwan's role in global technology security. The Science and Technology Law Institute (STLI) under the Institute for Information Industry (III) presented research comparing international foreign investment review frameworks and explored implications for Taiwan's semiconductor, AI, and quantum sectors.

Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple faces heightened scrutiny over its leadership future, with reports stating that CEO Tim Cook may step down next year.

Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance targets and alter its business model. The company emphasized in a statement on the evening of November 24 that these claims are unfounded and not supported by any factual basis.

TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by China State Construction Engineering Corp. (CSCEC), a state-owned contractor the US Department of Defense identifies as a Chinese military-linked enterprise. Hunan provincial officials have also listed the project as a key annual investment, heightening sensitivities as the US considers blocking TP-Link products from the American market.