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.
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.
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%.
Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising debt levels, according to The Wall Street Journal. This trend is shifting their financial models toward those typical of capital-intensive industries like semiconductor manufacturing.
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades.
Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to
The European Commission (EC) has introduced the Digital Omnibus package, a set of proposals intended to harmonize and update key digital laws across the EU. According to Bloomberg, Reuters, and Deutsche Welle (DW), the initiative postpones the enforcement deadline for high-risk artificial intelligence (AI) rules under the AI Act from August 2026 to December 2027, affecting multiple sectors, including biometric identification, healthcare, and law enforcement.
Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically optimistic, once again rejecting claims that artificial intelligence (AI) is drifting toward a bubble. He highlighted the overwhelming demand for Blackwell chips and cloud GPUs, which continue to sell out across major customers, as evidence of lasting momentum.
Amazon will invest at least US$3 billion to build a data center campus in Warren County, Mississippi, its largest private investment in the area. The project will support AI and cloud operations and is expected to create more than 500 direct and indirect jobs.
Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial intelligence as the company's second major growth trajectory, according to CEO Neo Yao.
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