The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.

Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development.

SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware. The Information reports the site is expected to enter production in the first quarter of 2026, as part of a wider White House–backed investment framework announced in January 2025 that includes SoftBank's US$18 billion commitment.

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy.

Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages.

WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%.

Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising debt levels, according to The Wall Street Journal. This trend is shifting their financial models toward those typical of capital-intensive industries like semiconductor manufacturing.

Amazon will invest at least US$3 billion to build a data center campus in Warren County, Mississippi, its largest private investment in the area. The project will support AI and cloud operations and is expected to create more than 500 direct and indirect jobs.

Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial intelligence as the company's second major growth trajectory, according to CEO Neo Yao.

As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup units (BBUs) observed over the past two years, with particular growth anticipated in 2025. Shipment delays due to capacity limits persisted until new production expansions were completed in the fourth quarter of 2025. The introduction of a new 110kW power shelf is currently undergoing customer validation and is set to begin volume shipments in the second quarter of 2026, supporting the acceleration of AI applications.

Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a company in the Qisda group, currently holds a 40.15% stake in Grandsys, which serves clients across finance, insurance, telecom, aviation, retail, and high-tech manufacturing sectors.

Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James Hwang acknowledged that supply constraints and cost inflation present significant threats but asserted that companies able to manage these difficulties effectively can outperform competitors facing more severe disruptions.

Nvidia's overseas headquarters is expected to be located at a technology park in Taipei, with the city government currently negotiating contract matters concerning the US tech giant's land rights for the new facility. Nvidia executives are also set to discuss follow-up investment plans with the city government soon.

The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to long-term leasing contracts with major cloud and software companies, server shortages highlight the ongoing urgency for AI hardware deployment and signal substantial, sustained market demand.

Foxconn has announced a joint venture with Intrinsic, an AI robotics software company founded by Alphabet, aiming to develop intelligent factory solutions that enhance manufacturing flexibility, adaptability, and cost efficiency. The collaboration will focus on leveraging AI-powered robotics to transform production methods across factory floors.

OpenAI and Hon Hai Technology Group (Foxconn) announced a collaboration aimed at designing and preparing US-based manufacturing for next-generation AI infrastructure hardware. The companies said the partnership will focus on aligning emerging hardware requirements with Foxconn's design and production capabilities in the United States. The initial agreement does not include purchase commitments or financial obligations, but OpenAI will have early access to evaluate the resulting systems and may choose to procure them.

Consumer electronics distributor Weblink International is strengthening supply chain collaboration and enhancing its product portfolio, with an eye on the surging global demand for memory. As a key distributor for international memory brands, including Samsung Electronics, SanDisk, Western Digital (WD), and Transcend, Weblink will coordinate with manufacturers to secure prioritized supply quotas and ensure availability in Taiwan, and launch integrated memory and storage solutions targeted at AI server system integrators, cloud service providers, and enterprise customers.

The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts tech giants' multibillion-dollar profits and the validity of the current AI valuation bubble.

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.

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.

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.

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.

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.

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.