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Wednesday 19 November 2025

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as much on energy availability and hardware sovereignty as on model quality.

Wednesday 19 November 2025

Jeff Bezos returns to frontline leadership with AI startup Project Prometheus

Jeff Bezos, founder of Amazon, has reentered corporate leadership as co-CEO of a new artificial intelligence (AI) startup named Project Prometheus, alongside former Google X scientist Vik Bajaj. The company is reportedly focusing on applying AI to aerospace, automotive engineering, and manufacturing sectors.

Wednesday 19 November 2025

AI and chip demand drives Taiwan air freight rates higher

Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight carriers expect rates to keep climbing through late 2025, reinforced by robust North America-bound shipments despite rising geopolitical and tariff-related uncertainties.

Wednesday 19 November 2025

Power chip startups drive vertical power delivery trend

Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two HPC power component startups—PowerLattice and Vertical Semiconductor—stood out.

Wednesday 19 November 2025

Taiwan's AI and semiconductor sectors face resilience test amid extreme climate risks

The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector.

Wednesday 19 November 2025

Taiwan suppliers will determine silicon photonics breakout

Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including Nvidia and AMD. Founder and CEO Mark Wade and former Intel CEO Pat Gelsinger discussed the future of silicon photonics.

Wednesday 19 November 2025

Microsoft and Nvidia form multi-billion partnership with Anthropic

Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed to investing US$5 billion and US$10 billion, respectively, into Anthropic. In turn, Anthropic will purchase US$30 billion in computing capacity on Microsoft's Azure cloud computing platform. This deal will deepen Microsoft's shift toward a multi-model strategy, strengthen Nvidia's competitiveness against rival OpenAI, and provide Anthropic with the computing scale needed to leverage next-generation AI systems.

Wednesday 19 November 2025

Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments

Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio companies on a tour of Taiwan, presenting advanced technologies and reflecting on his four-decade-long relationship with the island's semiconductor industry.

Wednesday 19 November 2025

Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure

After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley venture firm Playground Global as a partner and took on the role of executive chairman at US-based tech platform Gloo, which connects religious faith ecosystems.

Wednesday 19 November 2025

AUO Mobility Solutions to debut smart cockpit solutions at CES 2026

AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated capabilities in smart cockpit solutions.

Wednesday 19 November 2025

Foxconn's tech day puts AI at the core of its manufacturing ambitions

Hon Hai Precision Industry, better known as Foxconn, will hold its annual Hon Hai Tech Day (HHTD25) on Nov. 21, offering a broad tour of where the world's largest electronics manufacturer thinks the industry is heading.

Wednesday 19 November 2025

Iron Force expands into AI cooling systems with new factory

In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor manufacturing equipment. Their diversification strategies are beginning to crystallize.

Wednesday 19 November 2025

Taiwan makes TOP500 global supercomputer list

The 66th edition of the global TOP500 supercomputer rankings was officially released at the 2025 International Conference for High Performance Computing, Networking, Storage, and Analysis (SC25). The dominance of the US in high-performance computing (HPC) was yet again put into the spotlight during the conference, with other notable highlights including Europe's Jupiter becoming the first exascale system on the continent. Taiwan also earned a spot on the list.

Wednesday 19 November 2025

Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact

Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly lowering the costs of mass attacks. The company's findings come after detecting unusual activity in September and conducting a 10-day investigation that involved blocking accounts, notifying affected organizations, and reporting details to authorities.

Tuesday 18 November 2025

GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF's manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore's growing role as a strategic semiconductor hub. The companies did not disclose financial terms.

Tuesday 18 November 2025

3D DRAM steps into AI inference: d-Matrix links with Alchip, Andes for Raptor build-out

d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D IMC) technology and its next-generation Raptor inference accelerator for data centres as generative AI inference chips evolve quickly.

Tuesday 18 November 2025

Why China's AI boom now favors power systems over silicon

China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials.

Tuesday 18 November 2025

Samsung, SK Hynix inventory drop signals AI memory supercycle

South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through the third quarter of 2025.

Tuesday 18 November 2025

Huawei pitches a new vision for AI compute: one cluster, one software brain

Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed as an effort to speed up its software-layer catch-up with Nvidia in the global compute race.

Tuesday 18 November 2025

GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs

GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity to the region's expanding AI infrastructure. The company said the facility is intended to support enterprises developing and deploying large AI models, forming part of a broader push to establish locally controlled, high-performance computing capabilities while maintaining access to advanced US technology.

Tuesday 18 November 2025

South Korean President and SoftBank's Son to discuss AI investment and Stargate

South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments and collaboration on the Stargate Project.

Tuesday 18 November 2025

Ennoconn eyes stronger growth in 2026 with global service and brand integration

Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from pure hardware manufacturing to integrated hardware-software solutions and comprehensive service offerings. Ennoconn chairman Fu-chuan Chu stated during the company's earnings call on November 14, 2025, that with the global localization of supply chains, and as the company's internal organization, products, and technologies are successfully restructured and its overseas deployments gradually take shape, the company expects operations in 2026 will be significantly stronger and show a higher growth trajectory compared to 2025.

Tuesday 18 November 2025

Etron benefits from booming edge AI market, shortages extend through 2026

AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3 shortages will be difficult to ease in the short term, and are expected to persist into the second half of 2026—2027.

Tuesday 18 November 2025

Tesla unveils three-phase blueprint to scale Optimus robot

The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an unprecedented pace of work, according to Business Insider.

Tuesday 18 November 2025

South Korean AI-powered memorial videos go global

South Korea-based JL Standard showcased its AI-driven video services for memorials, events, and digital content at the 2025 Pangyo Global Media Meet-Up. The presentation at Pangyo Techno Valley's startup campus highlighted the district's growing role as a launchpad for AI applications targeting niche markets across Asia.

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