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Sunday 16 November 2025
Salesforce brings AI Agents to Taiwan, aims to accelerate enterprise transformation

Salesforce, the global enterprise software giant, hosted Salesforce Innovation Day Taipei on November 13, unveiling its latest agent-based AI platform, Agentforce 360, designed to help companies accelerate their journey toward the "Agentic Enterprise" era.

Sunday 16 November 2025
Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team
Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is viewed as a strategic asset for Xiaomi, which has consistently prioritized lightweight AI models and edge computing over competing directly in large-parameter model scales.
Sunday 16 November 2025
Taiwan's AutoSys expands beyond cars, targeting drones and robotics

Taiwan-based automotive software developer AutoSys Intelligent is broadening its horizons beyond self-driving cars. Building on its core expertise in autonomous driving systems, the company plans to extend its intelligent software and system technologies to drones, robotics, and other AI-driven platforms, marking the start of a multidimensional growth strategy.

Sunday 16 November 2025
Ability Enterprise eyes new SoC development integrating neural network engine
Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand.
Saturday 15 November 2025
Fei-Fei Li says spatial intelligence is the next frontier in GenAI
In 1950, Alan Turing asked, "Can machines think?" The question remains the same, seventy-five years later, and AI will play a major role in answering this question. Hailed as the AI godmother, Fei-Fei Li, Stanford professor and co-founder of World Labs, released an essay declaring spatial intelligence is the future of generative AI. Li explained what spatial intelligence is, why it matters, and how researchers can build world models capable of unlocking this ability.
Saturday 15 November 2025
China fine-tunes its Thousand Talents campaign to lure South Korean scientists
China's talent-recruitment efforts in South Korea's science and technology sector are entering a far more targeted phase. Under the Thousand Talents Plan (TTP), Beijing is reportedly running a personalized, data-informed campaign that draws on detailed insight into Korean researchers' pay, personal backgrounds, and academic environments. Korean media report that these offers, which include high salaries, substantial research budget,s and family-related benefits, have triggered concern across universities, state labs, and government agencies.
Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall Street and across China's tech and investment circles, comparisons with the 2000 dot-com bubble have intensified. With China now a central participant in the AI landscape rather than an observer, the debate has gained broader industry attention.
Saturday 15 November 2025
Taiwan's AutoSys turns self-driving Algorithms into next-gen AI exports

As one of the most demanding testing grounds for AI, autonomous driving technology has become a high-security laboratory where next-generation AI applications are forged. Analysts note that as much as 50 to 70 percent of the algorithms used in self-driving systems can be efficiently transferred to non-automotive fields, giving established players a distinct "spillover advantage" over newcomers. From Tesla to Chinese automakers and established brands in Europe, the United States, Japan, and South Korea, automotive AI is now extending into adjacent industries such as smart manufacturing, robotics, and unmanned aerial systems (UAVs).

Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast. The company warned that widening US export controls could curb China's semiconductor equipment spending in 2026, creating the largest risk to its growth outlook.
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company's general manager Ying-Shuo Lin.
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new ventures range from unmanned aerial vehicles to advanced optical systems.
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation is driving significant expansion in the backend chip testing market. With increasingly complex AI chip architectures, advanced testing durations and complexities have risen sharply compared to before.
Friday 14 November 2025
Advantech targets medical and robotics in edge AI
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence. The company aims to expand its presence in sectors such as agriculture, aquaculture, and livestock management, while also targeting emerging opportunities in maritime logistics and defense-related unmanned systems. Microip projects more than 40% revenue growth in the North American market by 2026.
Friday 14 November 2025
Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from aging power grids and supply chain constraints.
Friday 14 November 2025
China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure arena. According to SemiAnalysis, Chinese AI supernodes have surpassed Nvidia in several integration metrics, cementing the country's fast-rising influence in high-performance compute architecture.

Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle East. Washington framed the trip as a push to promote US AI software and hardware and strengthen its influence in fast-growing regional compute markets.
Friday 14 November 2025
Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.

Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting a record high for a single quarter. Consolidated gross margin was 12.9% and operating margin was 4.4%. Both improved over the second quarter, benefiting from a more stable external environment with reduced tariffs and currency fluctuations.
Friday 14 November 2025
Pegatron chairman urges Taiwan to adopt AI beyond manufacturing
Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on November 13. During the opening ceremony, he stated that Taiwan has long played a key role in the technology industry chain, highlighting that while Taiwan excels in manufacturing technology products for export, it is a missed opportunity if it does not use it domestically. He emphasized that Taiwan should not only create export value through artificial intelligence (AI) but also use it to enhance the well-being of its citizens.
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated the adoption of high-bandwidth memory (HBM). At GTC 2025, Nvidia introduced its Spectrum-X and Quantum-X silicon photonics network switches, positioning silicon photonics and co-packaged optics (CPO) as new frontiers in AI infrastructure. Consequently, AI innovation is extending beyond chip performance to encompass communication and transmission technologies.
Friday 14 November 2025
China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall
China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial availability. Company executives made a rare online appearance to answer questions, confirming the model was trained on Nvidia H800 GPUs and dismissing claims that the training cost reached US$4.6 million.
Thursday 13 November 2025
Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials (CWE) — have released their latest earnings reports and outlooks for the fourth quarter of 2025. Many are benefiting from booming demand in semiconductor packaging and testing, with heat sinks and lead frames driving double-digit annual growth for Niching in October.

Thursday 13 November 2025
Rising demand for AI computing drives data center upgrades and power system innovation
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.