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.
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup units (BBUs) observed over the past two years, with particular growth anticipated in 2025. Shipment delays due to capacity limits persisted until new production expansions were completed in the fourth quarter of 2025. The introduction of a new 110kW power shelf is currently undergoing customer validation and is set to begin volume shipments in the second quarter of 2026, supporting the acceleration of AI applications.
During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the company anticipates gross margin performance to exceed 2024 levels, driven by fully ramped production capacity in Vietnam and a more competitive cost structure.
Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate AI, semiconductor, and advanced research, signaling a strategic focus on long-term innovation and competitiveness amid intensifying global industry pressures.
Google officially opened a new office in Taipei's Shilin District on November 20, marking its largest AI infrastructure, hardware research, and development center outside its headquarters in the US. According to Google Cloud Platford R&D General Manager Greg Moore, the company aims to leverage Taiwan's comprehensive supply chain and manufacturing capabilities to accelerate project development cycles by up to 40%.
Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will focus on advancements aligned with the company's 3+3+3 development strategy across computing, manufacturing, and real-world applications; this includes AI Factory, robotics, smart manufacturing, and electric vehicles.
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