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Thursday 20 November 2025
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets.
Thursday 20 November 2025
US approves advanced chips for Saudi Arabia to foster global AI hub
After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf nations as they ramp up their AI capabilities. Each company will receive computing power equivalent to 35,000 Nvidia GB300 processors. These chips are part of Nvidia's Blackwell series and arguably the most advanced AI chips currently available. The exports are contingent on strict security measures and reporting requirements, including provisions designed to prevent diversion to foreign adversaries or Chinese technology.
Thursday 20 November 2025
Lite-On advances 800V HVDC architecture as AI factories enter the MW power era
As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories. Jin-tsai Wang, general manager of Lite-On's Power & Cabinet Business Unit, said the rising adoption of high-voltage direct current (HVDC) will fundamentally reshape both the manufacturing environment and the technologies required to support high-density AI computing.
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to provide cost-efficient, high-performance computing capacity to support regional and global AI applications.
Thursday 20 November 2025
xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia
xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national AI infrastructure, combining large-scale GPU computing with advanced models to support public and private sectors across the Kingdom, according to Grok, Bloomberg, and NBC News.
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation AI factory. It will be based on Nvidia platforms, including Pegatron-developed Nvidia GB300 and B200 server racks.
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.
Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds strong opportunities during transitions to new standards. According to Edom, high-value-added products are less affected by memory price surges because customers willing to support higher prices will be prioritized. The market may need some time to return to a supply–demand balance.
Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance and operational challenges for Taiwanese manufacturers. These tools have become central to Washington's trade strategy under President Donald Trump and now pose greater business risks than traditional tariff actions, according to insights shared at workshops hosted by Taiwan's Ministry of Economic Affairs (MOEA).
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight carriers expect rates to keep climbing through late 2025, reinforced by robust North America-bound shipments despite rising geopolitical and tariff-related uncertainties.
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center workloads. StarFive Technology has entered this space with the Lion Rock chip, its first RISC-V–based data-center management processor and one of the earliest large-scale commercial deployments of the ISA in China's server market.

Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC power component startups—PowerLattice and Vertical Semiconductor—stood out.
Wednesday 19 November 2025
DFI bets big on edge AI, predicts drone demand surge in 2026

DFI is sharpening its focus on edge AI and long-lifecycle industrial markets as global supply chains shift and AI deployments accelerate. At the company's investor briefing on November 17, DFI president Claire Tien said the Taiwanese industrial computer supplier plans to build its next phase of growth around manufacturing strength, localized production and long-term project stability.

Wednesday 19 November 2025
AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth
AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion coming from its data center segment.
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including Nvidia and AMD. Founder and CEO Mark Wade and former Intel CEO Pat Gelsinger discussed the future of silicon photonics.
Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed to investing US$5 billion and US$10 billion, respectively, into Anthropic. In turn, Anthropic will purchase US$30 billion in computing capacity on Microsoft's Azure cloud computing platform. This deal will deepen Microsoft's shift toward a multi-model strategy, strengthen Nvidia's competitiveness against rival OpenAI, and provide Anthropic with the computing scale needed to leverage next-generation AI systems.
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across the supply chain, pushing SMIC back into a prominent role as a foundry.
Wednesday 19 November 2025
Santa Clara data centers remain idle due to local power shortages despite completion
Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by Digital Realty and Stack Infrastructure, offer a combined capacity of approximately 100MW but remain largely unused, highlighting ongoing energy constraints in the region.
Wednesday 19 November 2025
Iron Force expands into AI cooling systems with new factory
In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor manufacturing equipment. Their diversification strategies are beginning to crystallize.
Wednesday 19 November 2025
Taiwan makes TOP500 global supercomputer list
The 66th edition of the global TOP500 supercomputer rankings was officially released at the 2025 International Conference for High Performance Computing, Networking, Storage, and Analysis (SC25). The dominance of the US in high-performance computing (HPC) was yet again put into the spotlight during the conference, with other notable highlights including Europe's Jupiter becoming the first exascale system on the continent. Taiwan also earned a spot on the list.
Tuesday 18 November 2025
Lagis opens second plant with triple capacity, targets own-brand and OEM growth
Taiwan's minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the plant has completed setup and is undergoing GMP certification, with production slated to begin by late November. The expanded capacity is expected to be a key growth driver in 2026.
Tuesday 18 November 2025
Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge
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.
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
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.
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
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.
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
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.