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Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance.
Thursday 27 November 2025
Foxconn's AI infrastructure play: from chips to data centers
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.
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and adding pressure on dominant chip supplier Nvidia.
Thursday 27 November 2025
US Fed sees low AI bubble risk, warns of economic shifts
The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent statements by Federal Reserve Vice Chair Philip Jefferson. Unlike the speculative internet bubble of the 1990s, today's AI companies generally boast established businesses and profits, reducing the likelihood of a repeat collapse.
Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
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.
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and performing at or above the level of OpenAI's ChatGPT—has become a catalyst for a broader strategic push. According to overseas reports, Google is now using its newest advances in AI models to pitch major clients, including Meta, on deploying TPU-based systems inside Google-operated data centers.

Thursday 27 November 2025
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include optical Schrödinger cat state generators using heralded photon pairs and high-integration polarization-entangled Bell-state quantum light source chips.
Thursday 27 November 2025
Boston Dynamics founder charts the future of humanoid robotics
Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's recently concluded 2025 Future-Tech Forum. He outlined the rapidly shifting landscape of the humanoid robot industry in what he calls the new era of Physical AI.
Wednesday 26 November 2025
HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon's expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE's GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department's classified computing capabilities.

Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the 3D appraisal and inspection data collection platform now holds an estimated 30% to 50% share of the US new appraisal segment.
Wednesday 26 November 2025
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
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.
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing Unit (TPU) in the artificial intelligence (AI) chip sector. The company emphasized that GPUs provide greater versatility and performance than specialized ASIC chips like the TPU.
Wednesday 26 November 2025
Mitac Computing signs distribution deal with Redington for India market
Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited.
Wednesday 26 November 2025
Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers
Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's widening lead in the AI hardware market and raising expectations for industry supply chains and enterprise technology spending in the coming year.
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.