CONNECT WITH US
Sunday 9 November 2025
Microsoft launches superintelligence team to counter Meta
Microsoft has announced the launch of its new MAI Superintelligence Team, led by AI chief Mustafa Suleyman, marking a significant step in the company's long-term AI strategy. The initiative, now hiring more than 100 positions across multiple US cities and London, UK, is widely viewed as a direct response to Meta Platforms Inc.'s growing ambitions in the superintelligence space.
Sunday 9 November 2025
STM, Onsemi tackle soaring AI data-center power demand with new SiC and GaN tech

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response, major European and US power semiconductor makers, including STMicroelectronics (STM) and Onsemi, are rolling out advanced power-management technologies to enhance efficiency, reduce heat, and lower overall system costs.

Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan's tech exports.
Saturday 8 November 2025
Sinbon eyes strong growth with orders from AI, robotics, and smart transport sectors in 4Q26
Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Saturday 8 November 2025
Column: Quantum sensing moves closer to commercial reality

Quantum sensing, one of the three pillars of quantum technology alongside quantum computing and quantum communication, is rapidly advancing toward commercial use. By leveraging quantum effects at atomic or subatomic scales, quantum sensors enable precision and security beyond the reach of conventional systems.

Saturday 8 November 2025
Anthropic bans Chinese-controlled entities from accessing Claude models
US AI startup Anthropic has enforced a new policy prohibiting Chinese-controlled entities from using its Claude series models, prompting ByteDance's Singapore-based IDE platform Trae to immediately remove Claude from its offerings. The move has attracted significant attention from global developer communities.
Friday 7 November 2025
Nvidia faces Washington heat over alleged Huawei ties
US lawmakers are ramping up scrutiny of China's AI and semiconductor sectors, tightening oversight from corporate ties to capital flows to reinforce Washington's edge in the global AI competition.
Friday 7 November 2025
Twoway Communications reports strong revenue and outlines growth strategy under new COO
Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross margin of 37%. The company posted a net profit attributable to the parent company of NT$38 million, reflecting significant increases in both revenue and profitability compared to the previous quarter.
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly widening Taiwan's trade surplus with the US, according to Chien-yi Chang, president of the Taiwan Institute of Economic Research (TIER).
Friday 7 November 2025
Catcher Technology enters AI server chassis market
Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in its early stages, gaining traction only in recent months with entirely new customers. If the company successfully penetrates this market, Hung expects it to contribute significantly to future revenue. Production will leverage Catcher's Taiwan and Suqian, China plants, though Hung did not specify which segment of the server chassis business the company is targeting.
Friday 7 November 2025
Flexium Interconnect nears end of business transformation, eyes 2026 growth
Flexible printed circuit (FPC) manufacturer Flexium Interconnect said its challenging business transformation phase was approaching completion after a difficult 2025. The company highlighted growing momentum for orders related to its MetaLink technology, anticipating stronger performance in 2026.
Friday 7 November 2025
Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute
Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion (US$590 million) in compensation for losses tied to a share incentive plan.
Friday 7 November 2025
Foxconn board member urges Taiwan to speed system design amid Moore's law slowdown
The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's law reaching its physical limits, Taiwan must not only maintain its wafer manufacturing lead but also rapidly advance into system design and packaging markets.
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than in the same period in 2024. Sequentially, revenue grew 9.4% to NT$3.316 billion (approx. US$107 million), although year-over-year it fell 2.6%. Gross margin stood at 47.2%, down 0.8pp from the previous quarter and 2.1pp compared to a year ago. Operating income reached NT$792 million, rising 6.5% sequentially but declining 14.6% annually.
Friday 7 November 2025
Google launches new TPU and Arm-based instances for AI workloads
Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.
Friday 7 November 2025
Taiwan machinery leverages AI for defense push
Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global defense market. Former Taiwan Association of Machinery Industry (TAMI) chairman Alex Ko emphasized that the past decade has been marked by unprecedented global economic shifts and challenges for the sector.
Friday 7 November 2025
Unitree, Tesla take diverging routes in next phase of humanoid robotics

China's Unitree Robotics has launched the H2 humanoid robot, a 50% heavier successor to its H1 model. The design move stands in contrast to Tesla's lightweight Optimus and highlights the diverging engineering paths of Chinese and US humanoid development, potentially spurring advances in materials, structure, and actuation technology.

Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and CEO of TSMC.
Friday 7 November 2025
Anthropic reportedly poised to reach US$70 billion in revenue by 2028, driven by API sales surge
AI startup Anthropic is reportedly on track to generate US$70 billion in revenue by 2028, fueled by growing enterprise adoption and rapid expansion in API sales. TechCrunch, referencing The Information, reveals the company anticipates US$17 billion in cash flow accompanying its projected revenue growth.
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers. Garman highlighted South Korea as a prime market for AI innovation and positioned AWS as a key "AI innovation partner" for local enterprises, expressing particular optimism about the development of agentic AI.
Friday 7 November 2025
Trump's trade policies trigger Taiwan's US$400 billion US investment surge
Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the US. Japan aims to invest US$550 billion, South Korea US$350 billion, Malaysia US$70 billion, and Taiwan reportedly plans US$400 billion, though trade and diplomatic officials have not confirmed the latter figure.
Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with companies including CALIN, Asia Optical (AO), and Canon focusing on automotive lenses.
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29% year over year, driven by the continued AI boom and peak season for smartphone shipments. The company's cumulative revenue for January to October 2025 reached NT$6.39 trillion, marking a 15.55% increase compared to the NT$5.53 trillion in the same period of 2024.
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly revenue up 6% year-over-year to NT$490 million (approx. US$15.86 million).