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Wednesday 26 November 2025
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already fast-rising TPU business is now seeing another major development: Google is reportedly in discussions with Meta about potentially deploying TPUs in Meta's data centers. This is fundamentally different from Google providing TPU computing services to Apple or Anthropic in the past.
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
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.
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
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.
Wednesday 26 November 2025
Chunghwa Telecom subsidiary IISI makes stock market debut amid rising demand for digital services

International Integrated Systems, Inc. (IISI), a subsidiary of Chunghwa Telecom (CHT), began trading on the Taiwan Stock Exchange on November 25 at its offering price of NT$46 per share.

Tuesday 25 November 2025
US launches Genesis Mission to accelerate scientific breakthroughs
US President Donald Trump has signed an executive order creating the Genesis Mission, a nationwide push to use artificial intelligence (AI) to accelerate scientific discovery. This initiative will integrate federal datasets, national laboratory supercomputers, and private-sector computing resources.
Tuesday 25 November 2025
Taiwan expands list of core national technologies to strengthen trade secret protection
The Taiwanese government has expanded its list of core national technologies from 32 to 42 items to enhance the protection of trade secrets and prevent unlawful infringements. The National Science and Technology Council (NSTC) coordinated efforts among various ministries, industry associations, and academic experts to update the list in accordance with the National Security Act.
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, servers, and AI PCs. Korean suppliers continue to curb production and keep the market tight, prompting rising expectations for new, credible sources of supply.
Tuesday 25 November 2025
Taiwan urged to tighten foreign investment reviews amid global tech scrutiny
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.
Tuesday 25 November 2025
Amazon announces up to US$50 billion investment to expand AI and supercomputing for US government customers
Amazon has announced an investment of up to US$50 billion to expand artificial intelligence (AI) and supercomputing capabilities for Amazon Web Services' (AWS) US government customers. Scheduled to break ground in 2026, the plan will add approximately 1.3GW of AI and supercomputing capacity across AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions through new data centers equipped with advanced compute and networking technologies.
Tuesday 25 November 2025
Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds
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.
Tuesday 25 November 2025
TCS, TPG partner on US$2 billion HyperVault expansion amid India AI data center boom
Tata Consultancy Services (TCS) has entered a strategic partnership with global investment firm TPG to expand its AI data center business, HyperVault, at a time when global interest in India's AI infrastructure market is accelerating.
Monday 24 November 2025
Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan's over-the-counter market on the 21st, advancing its bid to serve rising enterprise demand for AI computing. The company specializes in AI platforms and high-performance servers as workloads extend beyond hyperscale training environments to enterprise deployments of agentic AI for on-premise inference and practical use cases.

Monday 24 November 2025
Taiwan AI Cloud to launch IPO amid overseas sovereign AI efforts
Taiwan AI Cloud, an AsusTek subsidiary specializing in sovereign AI and medium-scale data center solutions, has officially kicked off its IPO process. CEO Peter Wu announced plans to list on the Emerging Stock Board of the Taipei Exchange (TPEx) in May 2026, with a formal mainboard application slated for the end of the year, signaling the company's ambition to cement its leadership in Taiwan's emerging AI ecosystem and expand into overseas markets.
Monday 24 November 2025
Lightmatter's silicon photonics solution aims for commercial shipments in 2027
GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that works with GF, is expanding the number of systems it is building. Seeing huge growth potential in the silicon photonics market, the company expects that after completing integration and testing with switch and XPU customers, it will move toward commercial shipments in 2027.
Monday 24 November 2025
Singapore explores nuclear power potential, collaborates with Europe and US on SMR research
Singapore Prime Minister Lawrence Wong stated that the government is studying multiple energy options but needs to carefully evaluate each option due to the country's limited land area.
Monday 24 November 2025
Qualcomm Innovate in Taiwan Challenge supports local AI teams
Qualcomm announced the winners of the 7th Qualcomm Innovate in Taiwan Challenge (QITC) on November 21. First place went to MoBagel, which provides high-efficiency, energy-saving, enterprise-level artificial intelligence (AI) agent solutions. Second place was awarded to Moovo, noted for its performance in smart city applications and global electric bike (e-bike) rental services. Third place went to Paia Technology, which focuses on AI education.
Sunday 23 November 2025
Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo

Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks jointly showcased their first collaborative achievement: distributed AI data-center technology, on November 20 at the NTT R&D Forum 2025 in Tokyo.

Sunday 23 November 2025
Nvidia pushes quantum computing toward 2027 breakthrough
Nvidia is positioning quantum computing for mainstream adoption through a new connectivity system that links quantum processors with artificial intelligence accelerators. CEO Jensen Huang told attendees at the Supercomputing 2025 conference in November that the technology is nearing a pivotal shift from research labs to enterprise deployment. Industry analysts expect the sector to deliver measurable commercial value by 2027.
Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI.
Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
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.
Friday 21 November 2025
Hon Hai Tech Day focuses on AI and quantum collaborations with IBM
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.
Friday 21 November 2025
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
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.
Friday 21 November 2025
Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving

At Hon Hai Tech Day (HHTD25), Ankit Khaitan, Head of International Business for Uber AI Solutions, said that last month's announcement of a three-way partnership among Nvidia, Foxconn, and Stellantis marks the beginning of a new chapter in global autonomous-driving development.

Friday 21 November 2025
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
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.
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
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.