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Friday 21 November 2025
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
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...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
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...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
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...
Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
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...
Friday 21 November 2025
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
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...
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
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...
Friday 21 November 2025
Simplo Technology expands into drone battery modules with shipments starting late 2025
Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to
Friday 21 November 2025
European Commission proposes Digital Omnibus package to overhaul EU digital regulations
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,...
Friday 21 November 2025
Nvidia's strong quarter lifts markets, but the AI bubble question still lingers

Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically...

Friday 21 November 2025
Amazon to invest US$3B in new Mississippi data center campus
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...
Friday 21 November 2025
Foxconn-Nvidia to build local AI compute center for SMEs
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...
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
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...
Friday 21 November 2025
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
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...
Friday 21 November 2025
Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle
Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to...
Friday 21 November 2025
Google opens largest AI infrastructure hardware R&D center outside US in Taipei
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...