Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.
Samsung Electronics' Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung's foundry business and reported smooth progress on the company's 2nm process during a semiconductor industry briefing hosted by South Korea's chief presidential secretary for policy, Kim Yong-beom.
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed device is finally nearing mass production.
Compal Electronics Inc., one of Taiwan's leading contract manufacturers, has reportedly secured orders from Dell Technologies to produce AI servers beginning in 2026 — a milestone that underscores the company's growing foothold in the booming artificial intelligence hardware market.
Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint requirements grow more complex, future server platforms will move away from one-size-fits-all standards toward customized configurations tailored to specific applications. This shift also increases market demand for rack designs with flexible, adaptable configurations, a key focus for server vendors going forward.
As Taiwan's semiconductor and AI industries continue to surge, universities are facing an unexpected casualty of economic success: a talent drain from academia. Graduate students, lured by soaring salaries in the tech sector, are abandoning plans for doctoral studies and, in some cases, even leaving master's programs early after securing job offers from chipmakers.
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion, he expects 2025 to once again be an excellent year. Yang shared that Quanta aims to become a collaborator in intelligent production systems.
Teco and Foxconn are advancing their strategic partnership, focusing on AI data centers (AIDC), with plans to initiate concrete collaboration as early as 2026. Teco chairman Morris Li said in an interview on October 22, 2025, that both sides have established a dedicated project team communicating daily, steadily advancing the initiative.
Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook semiconductor sector is evolving into a three-way competition.
AIC and AMD are launching the MI450 series Helios AI server cabinets in the second quarter of 2026, enhancing component placement and supported by partnerships with major tech firms.
Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device eXperience (DX) head Roh Tae-moon is expected to be officially appointed to the position, and rumors suggest that personnel changes may also affect Device Solutions (DS) leader Jun Young-hyun. Since these divisions form the two main pillars of Samsung's core businesses, the potential reshuffling of these two leadership positions has drawn keen attention.
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