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Monday 24 November 2025

Taiwan AI Cloud to launch IPO amid overseas sovereign AI efforts

Taiwan AI Cloud, an AsusTek subsidiary specializing in sovereign AI and medium-scale data center solutions, has officially kicked off its IPO process. CEO Peter Wu announced plans to list on the Emerging Stock Board of the Taipei Exchange (TPEx) in May 2026, with a formal mainboard application slated for the end of the year, signaling the company's ambition to cement its leadership in Taiwan's emerging AI ecosystem and expand into overseas markets.

Monday 24 November 2025

When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'

China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications rather than in-car systems. As US-China tech tensions rise, automakers including Xpeng, Chery, Nio, BYD, GAC, and Seres are using their EV engineering and autonomous-driving AI to develop robots with autonomous mobility and semantic understanding, positioning embodied intelligence as their next strategic arena.

Monday 24 November 2025

India pushes to build local-language LLMs as community groups and researchers race to fill data gaps

India's efforts to build large language models (LLMs) for its diverse linguistic landscape are accelerating, driven by community-led data collection, academic research, and government-backed AI initiatives. With more than 1,600 languages and dialects spoken across the country, developers say the lack of high-quality digital data — especially for low-resource languages — is one of the biggest obstacles to creating AI systems that work for Indian users.

Monday 24 November 2025

Lightmatter's silicon photonics solution aims for commercial shipments in 2027

GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that works with GF, is expanding the number of systems it is building. Seeing huge growth potential in the silicon photonics market, the company expects that after completing integration and testing with switch and XPU customers, it will move toward commercial shipments in 2027.

Monday 24 November 2025

Singapore explores nuclear power potential, collaborates with Europe and US on SMR research

Singapore Prime Minister Lawrence Wong stated that the government is studying multiple energy options but needs to carefully evaluate each option due to the country's limited land area.

Monday 24 November 2025

NSK develops humanoid robot actuators, targets 2028 launch

Japan-based NSK has announced the development of actuators capable of enabling agile movements in humanoid robots. These drive products include rotary actuators for joints such as shoulders and elbows, as well as linear actuators for arms and legs, achieving both miniaturization and lightweight design.

Monday 24 November 2025

Qualcomm Innovate in Taiwan Challenge supports local AI teams

Qualcomm announced the winners of the 7th Qualcomm Innovate in Taiwan Challenge (QITC) on November 21. First place went to MoBagel, which provides high-efficiency, energy-saving, enterprise-level artificial intelligence (AI) agent solutions. Second place was awarded to Moovo, noted for its performance in smart city applications and global electric bike (e-bike) rental services. Third place went to Paia Technology, which focuses on AI education.

Monday 24 November 2025

Behind Korea’s record chip exports, a race it may be losing

Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing sector. Moreover, a recent survey by the Federation of Korean Industries (FKI) highlights that China is poised to surpass South Korea across all major industries by 2030, signaling a looming challenge for the country's economic dominance.

Monday 24 November 2025

Nvidia’s AI lead looks secure for the next five years—bubble or not

Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that the broader ecosystem is rapidly expanding. Analysts note that while the current scale of the AI market does show some bubble-like characteristics, it differs from previous boom-and-bust cycles in emerging industries. Over the medium to long term, they say, structural growth is still expected to unfold.

Monday 24 November 2025

Microsoft taps cloud veteran to map the economics of its AI future

Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The move aims to rebuild Microsoft's business model and cost structure to better align with AI-driven market demands, Business Insider reported.

Sunday 23 November 2025

Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo

Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks jointly showcased their first collaborative achievement: distributed AI data-center technology, on November 20 at the NTT R&D Forum 2025 in Tokyo.

Sunday 23 November 2025

Nvidia pushes quantum computing toward 2027 breakthrough

Nvidia is positioning quantum computing for mainstream adoption through a new connectivity system that links quantum processors with artificial intelligence accelerators. CEO Jensen Huang told attendees at the Supercomputing 2025 conference in November that the technology is nearing a pivotal shift from research labs to enterprise deployment. Industry analysts expect the sector to deliver measurable commercial value by 2027.

Sunday 23 November 2025

Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes

The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI.

Saturday 22 November 2025

Foxconn trains factory robots with AI and digital-twin simulations

Hon Hai Tech Day (HHTD25) focused on the role of physical AI in future factories, featuring humanoid, task-specific, and service robots on-site and demonstrating how AI can train them through digital-twin simulations based on real production-line needs.

Saturday 22 November 2025

Foxconn looks to California to anchor its next-gen AI datacenter blueprint

After Hon Hai Tech Day (HHTD25), Foxconn chairman Young Liu stated that Taiwan's position on nuclear energy is shifting as power supply demand is increasing to support AI compute growth. Foxconn and OpenAI will co-design next-generation AI data centers, defining the full architecture from power and cooling to IT systems.

Saturday 22 November 2025

AI workloads propel revolution in photonic chips, as startups jostle for position and tech giants seek to integrate

Rapid advances in AI technology have exposed fundamental network bottlenecks, since traditional connections can no longer keep up with the massive transmission demands of AI. Billions of dollars have thus been funneled into photonic chip startups, amid an ongoing seismic shift in how chips communicate.

Friday 21 November 2025

Foxconn unveils Model A EV platform tailored for Japan's mobility market

On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries and use cases. Jun Seki, chief strategy officer for the company's electric-vehicle business, unveiled three distinct versions of the Model A on the main stage, each designed for different commercial and consumer needs. The vehicles combine advanced AI features with a modular component architecture aimed at driving down costs and broadening application scenarios.

Friday 21 November 2025

Taiwan foundry and tech manufacturing remains irreplaceable as exports surge

The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.

Friday 21 November 2025

OpenAI turns to Foxconn to build next-gen AI hardware in the US

Foxconn chairman Young Liu stated that the company would announce a collaboration with OpenAI at Hon Hai Tech Day (HHTD25). On the morning of November 21, Foxconn confirmed it will work with OpenAI to design next-generation AI infrastructure hardware and manufacture it in the US. OpenAI CEO Sam Altman later appeared via video call at HHTD25 to outline the partnership.

Friday 21 November 2025

White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks

The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act (NDAA), sources told Bloomberg and Axios. The move could benefit chipmakers Nvidia Corporation and Advanced Micro Devices (AMD) by preventing export restrictions to China.

Friday 21 November 2025

Foxtron rolls out new versions of a trio of EV models in push for global clients

Foxtron Vehicle Technologies, the electric-vehicle subsidiary of Foxconn, used the company's annual Hon Hai Tech Day (HHTD 25) on November 21, 2025, to underscore its expanding ambitions in the EV sector. The company unveiled upgraded versions of its three core models—the Model D, Model U, and Model T—highlighting advances in product maturity, intelligent systems, and vehicle safety. The refreshed lineup is also designed to support Foxtron's CDMS business model, which offers brand customers a broader range of customizable options.

Friday 21 November 2025

Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving

At Hon Hai Tech Day (HHTD25), Ankit Khaitan, Head of International Business for Uber AI Solutions, said that last month's announcement of a three-way partnership among Nvidia, Foxconn, and Stellantis marks the beginning of a new chapter in global autonomous-driving development.

Friday 21 November 2025

GMI Cloud plans AI factory in northern Taiwan amid grid challenges

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy.

Friday 21 November 2025

Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge

Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages.

Friday 21 November 2025

GSEO aims for variable aperture certification in 2026 after strong smart glasses demand

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.

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