In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in Taiwan's strength in the industry, positioning the country as a key global hub for AI advancement.
Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during a podcast interview. The licensing agreement grants Microsoft rights to all system-level innovations and intellectual property (IP) emerging from its collaboration with OpenAI, facilitating faster progress on Microsoft's AI accelerators and computing architectures.
Uniplus Electronics, the transformer and electronic components subsidiary of Star Fusion Group, announced on November 12 that the company would rebrand its name to "光譜電工" (directly translated as "Spectrum Electrical Engineering").
The board of directors of Tatung Co. approved the appointment of a new chief executive officer on November 10, 2025, alongside the release of the company's third-quarter 2025 earnings.
Anthropic plans to invest US$50 billion in American computing infrastructure, constructing data centers in Texas and New York with additional sites planned. The project is expected to create 800 permanent jobs and 2,400 construction positions, supporting AI research and development and increasing domestic technology capacity.
Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous year's level. Executives said the company's leadership across power management technologies and strong partnerships with GPU and server makers position it to capture accelerating AI-driven growth.
Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual property as a global public good. Held in Beijing and featuring international IP experts, the event also marked the release of Huawei's annual Top 10 Inventions, a set of technologies that reflect the company's ambition to secure strategic capabilities in computing, storage, operating systems, optical interconnects, and communications.
Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications and computing. The company generated about US$630 million in patent and technology licensing revenue in 2024 while intensifying investments in AI computing, cloud infrastructure, and international standards initiatives.
Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing a wave of suppliers and accelerating the region's ambitions to become the new "Silicon Desert." The surge in artificial intelligence (AI) investment is fueling demand for advanced chips, pushing the state's semiconductor ecosystem toward its strongest growth outlook yet.
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.
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