Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand.
Rising demand for enterprise IT equipment upgrades and cybersecurity has boosted the order intake of system integrators, including HPI Corp, which announced a pre-listing performance briefing for June 18, 2025. The company reported third-quarter 2025 revenue of NT$530 million (US$17.31 million), with a gross margin of 15.34%, up 2.23% year-on-year. Net profit after tax reached NT$27.93 million, a 1.13% increase compared to a year ago.
Jeff Bezos, founder of Amazon, has reentered corporate leadership as co-CEO of a new artificial intelligence (AI) startup named Project Prometheus, alongside former Google X scientist Vik Bajaj. The company is reportedly focusing on applying AI to aerospace, automotive engineering, and manufacturing sectors.
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.
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.
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.
The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector.
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.
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.
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.
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.
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