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Dec 2
Google CTO reveals strategy behind Gemini's comeback
When Google DeepMind launched the Gemini project two and a half years ago, CTO and Chief AI Architect Koray Kavukcuoglu acknowledged that Google was "still far from the top level"—a frank admission that the company was playing catch-up in the generative AI race. Yet Google possessed formidable advantages: an AI infrastructure spanning TPUs, global data centers, product distribution capabilities, a mature safety system, and massive invocation gateways built on Search and Android. Once combined with a unified model, these capabilities would form a network effect difficult to replicate.
North American EMS providers see growth from AI data-center boom
Dec 3, 07:55
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift in the technology industry and reshaped market power. It remains the most critical factor affecting EMS/ODM companies' growth this quarter and influenced the reshuffling of the rankings.
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard Laminates Holdings has issued its third price increase in less than a year, citing a sharp surge in copper prices, tightening supplies of electrolytic copper, and an increasingly strained fiberglass market. Confronted with mounting cost pressures, the company said it would implement broad price adjustments on all materials beginning December 1.

Huawei Cloud entered a new phase of its intelligent-computing strategy in late November 2025 with a sweeping leadership and organizational overhaul.
The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google TPUs has begun to loosen Nvidia's seemingly incontestable pricing power.

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

The UN has designated 2025 as the International Year of Quantum Science and Technology, recognizing significant breakthroughs in quantum hardware, quantum error correction, and practical quantum applications throughout the year. Research firm QURECA reports that worldwide investment in quantum technologies has exceeded US$55.7 billion, reflecting growing global interest.
Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced on the evening of December 1, 2025, that FII, through its China-based Tianjin subsidiary Fulian Precision Electronics (Tianjin) Co., will inject CNY2 billion (US$282.6 million) into its unit Fulian Cloud Computing (Tianjin) Co., a move aimed at long-term strategic planning.
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted ongoing efforts to develop new products and services, projecting double-digit growth for the company's operations next year.
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