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Sunday 26 October 2025
LGES approaches China's battery market with time compression, accumulation strategy
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation. The "compression" of time refers to AI and digital transformation, while the "accumulation" of time refers to differentiated technology and patents.
Sunday 26 October 2025
LINE Taiwan reveals AI agent plans for 2026
After a three-year hiatus, LINE Taiwan held LINE CONVERGE 2025 on October 22 to outline upcoming operational priorities and outlook. With all industries slowly adopting AI, AI agents are anticipated to be the next major focus following generative AI. LINE, with 22 million users in Taiwan, has the potential to leverage its ecosystem to secure a spot in the AI agent market.
Saturday 25 October 2025
TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear
Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan's semiconductor industry continues to be a hub in the global supply chain. In response to current challenges, Taiwan Semiconductor Industry Association (TSIA) chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou further explained the TSIA's role and the potential challenges companies may face when establishing factories in the US.
Friday 24 October 2025
Taiwan shifts from assembly to architecture in the AI data center race
As global demand for AI computing power skyrockets, the data center landscape is undergoing a significant transformation — shifting away from standalone server performance and toward system-level, rack-based upgrades. At the OCP Global Summit 2025, the industry spotlight moved beyond individual servers to full racks designed with 800V direct current (DC) power, liquid cooling, and high-bandwidth network integration.
Thursday 23 October 2025
Dong Fang Offshore expands fleet to tap AI-driven undersea cable boom, set for mainboard listing
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.
Thursday 23 October 2025
Samsung expresses confidence in 2nm development, reports solid progress
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.
Thursday 23 October 2025
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
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.
Thursday 23 October 2025
Dell turns to Taiwan's Compal for AI server production in supply shift
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.
Thursday 23 October 2025
AI drives flexible server architectures as multimodal demand rises
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.
Thursday 23 October 2025
Taiwan's chip and AI boom drains talent from academia; NSTC explores possible solutions

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.

Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
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.
Thursday 23 October 2025
Teco and Foxconn to launch substantial AI data center cooperation in 2026
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.
Thursday 23 October 2025
ByteDance founder breaks silence with a return tied to AI strategy
First, it was Jack Ma, followed by Zhang Yiming. Since early 2025, the quiet reappearances of these two iconic Chinese tech founders have reignited public curiosity and debate, highlighting shifting dynamics in China's technology leadership landscape.
Thursday 23 October 2025
AIC to supply AMD's wider Helios AI server cabinets starting 2Q26
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.
Thursday 23 October 2025
Tesla's record sales can't mask rising costs and delayed innovation
Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much of the attention will fall on what Chief Executive Elon Musk says about the company's future bets — robotaxis, humanoid robots, and artificial intelligence.
Thursday 23 October 2025
ByteDance's Doubao tops DeepSeek as China's leading AI app

ByteDance's large language model (LLM) Doubao (Cici) has quickly emerged as an unexpected front-runner in China's generative AI race. Launched in 2023, the app harnesses ByteDance's vast traffic ecosystem and its deep integration with Douyin to overtake DeepSeek, making it the country's most-used generative AI platform by monthly active users.

Thursday 23 October 2025
Taiwan's hardware and semiconductor sectors remain top cyberattack target in Asia-Pacific
Cybersecurity firm Check Point Software has released its September Cyber Security Report, showing that organizations worldwide faced an average of 1,900 cyberattacks per week, up 1% year-over-year. Taiwan once again ranked first in the Asia-Pacific region. The hardware and semiconductor industries were identified as primary targets.
Thursday 23 October 2025
CHT spins off InventAI, plans two more startups
Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman Alex Chien said InventAI's launch is just the first step, with at least two more subsidiaries currently in preparation to accelerate the commercialization of technologies from in-house researchers and expand the industrial ecosystem.
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for AI data center infrastructure. The supply chain expects this momentum to further boost Taiwan's PCB manufacturing output growth in 2025.
Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share is expected to face downward pressure after 2026, potentially falling to 70%. Regardless of which company designs the chips or how American firms compete, the chip foundry business is expected to remain with TSMC.
Thursday 23 October 2025
China's ZJeagles breaks VCSEL funding record, accelerates AI photonics race

ZJeagles Comsemi Technology (ZJeagles) has closed its Series B+ funding round, securing over CNY700 million (approx. US$98 million) — a new record for China's Vertical Cavity Surface Emitting Laser (VCSEL) industry.

Thursday 23 October 2025
Care and parking robots steal spotlight at 'Korea's CES'
The 2025 Future Innovation Technology Expo (FIX 2025) opened in Daegu in January 2025, bringing together 585 companies across 2,000 booths to showcase breakthroughs in mobility, robotics, artificial intelligence, and ICT.
Wednesday 22 October 2025
'Korea's CES' kicks off with flying cars and humanoid robots in the spotlight
South Korea's vision of a sci-fi future is on full display as the 2025 Future Innovation Technology Expo (FIX 2025) kicked off in Daegu. Dubbed "Korea's CES," the massive four-day event features 585 companies across 2,000 booths, all showcasing breakthroughs in mobility, robotics, and artificial intelligence.
Wednesday 22 October 2025
Coupang signs LOI with MOEA to expand Taiwan logistics infrastructure
Coupang announced on October 21 that it signed a letter of intent (LOI) with Taiwan's Ministry of Economic Affairs (MOEA) to jointly promote retail innovation and supply chain resilience in Taiwan. The LOI was signed at the MOEA's 2025 Taiwan Business Alliance Conference by Robert Porter, Coupang's Global Affairs Director, and Deputy Minister Cynthia Kiang.
Wednesday 22 October 2025
Taiwan's Topoint unveils advanced drilling solutions for AI-Era PCBs at TPCA show 2025

The TPCA Show 2025 — the printed circuit board industry's premier annual event — officially opened on October 22 in Taipei, with Taiwan-based Topoint Technology, a leading provider of PCB drill bits and drilling services, unveiling its latest generation of coated drill bits, milling tools, and advanced drilling technologies.