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Nov 10, 15:36
AI drives shift to memory-centric computing, redefining semiconductor supply chains
The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models grow to handle longer contexts, multi-turn dialogues, multimodal inputs, and advanced tool integration, the primary bottlenecks are no longer processing speed but memory bandwidth and latency, according to industry experts.
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse.

At a rare public appearance, Chinese artificial intelligence (AI) startup DeepSeek issued a stark warning: the long-term advance of AI could upend jobs and disrupt social structures, and companies must act by openly disclosing which professions are likely to disappear.

Snapchat has announced a one-year, US$400 million agreement with AI search startup Perplexity to integrate its AI search engine into Snapchat's chat functionality. The partnership aims to boost advertising and subscription growth, enhance user experience, and compete with social platforms like TikTok and Meta.
Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans to continue improving operational quality and profitability, ensuring long-term stable growth through a solid strategy and high-margin products.

South Korean AI chipmaker Rebellions announced on November 10, 2025, that it has closed an expanded US$250 million Series C round after securing new funding from prominent Silicon Valley investors.

Chenbro eyes automated US factory as AI drives server growth
Nov 10, 14:00
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in 2025, barring any unexpected circumstances. Company CEO Corona Chen highlighted that new customer projects continue to pour in, fueling optimism for double-digit growth in 2026.
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance on DDI revenue, which currently accounts for 57.34% of total sales, down from a higher proportion earlier this year.

Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.

Accton eyes 2Q26 mass production for L11 AI server chassis
Nov 10, 12:21
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges. The company also revealed progress on its L11 chassis assembly, targeting mass production readiness by the second quarter of 2026.
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine years. The figure represented a 9.04% increase from September's NT$1.06 billion and a 114.96% surge compared with the same month in 2024.