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Thursday 27 November 2025
Foxconn's CityGPT platform optimizes smart city security ecosystem
At Hon Hai Tech Day 2025 (HHTD25), Foxconn clearly showcased its ambition to transition from hardware manufacturing to platform solutions. For the first time in the smart city exhibition area, Foxconn acted as a system integrator, leveraging its self-developed CityGPT platform to integrate technologies from global leaders such as NVIDIA and Microsoft. Supported by Taiwan's Ministry of Economic Affairs' (MOEA's) Asia New Bay 2.0 project, Foxconn is partnering with trusted technology service provider Gogolook to jointly build city-level AI solutions with cybersecurity resilience.
Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance.
Thursday 27 November 2025
Taiwan and US companies advance AI, rejecting bubble concerns
Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether it is Nvidia's GPUs or Google's TPUs, both continue to push toward higher performance and lower power consumption. With support from TSMC and the rest of the supply chain, Wang is confident AI will not face a bubble.
Thursday 27 November 2025
China's tech giants 'BAT' invest billions to debunk AI bubble claims
China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI infrastructure amid strong market demand. Alibaba's CEO dismissed the AI bubble theory, predicting supply shortages will persist for at least three years.
Thursday 27 November 2025
Google's Gemini 3 launch marks founder Brin's return to active AI strategy
Google has made a decisive comeback in the artificial intelligence sector with the recent launch of its upgraded Gemini 3 large language model and self-developed Tensor Processing Unit (TPU) hardware. This development positions Google as a strong contender to take an early lead in the ongoing AI race, nearly three years after ChatGPT stunned the tech industry in late 2022.
Thursday 27 November 2025
Foxconn's AI infrastructure play: from chips to data centers
Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company's evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and adding pressure on dominant chip supplier Nvidia.
Thursday 27 November 2025
US Fed sees low AI bubble risk, warns of economic shifts
The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent statements by Federal Reserve Vice Chair Philip Jefferson. Unlike the speculative internet bubble of the 1990s, today's AI companies generally boast established businesses and profits, reducing the likelihood of a repeat collapse.
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and performing at or above the level of OpenAI's ChatGPT—has become a catalyst for a broader strategic push. According to overseas reports, Google is now using its newest advances in AI models to pitch major clients, including Meta, on deploying TPU-based systems inside Google-operated data centers.

Thursday 27 November 2025
Qisda leads Taiwan ICT sector with extensive medical expansion
Qisda Corporation has continued to expand its medical footprint, achieving consolidated revenue of NT$22.3 billion (US$709 million) in the first three quarters of 2025, with the traditionally strong fourth quarter expected to push full-year revenue beyond NT$30 billion. Chairman Peter Chen highlighted Qisda's extensive and deep medical sector presence as among the top in Taiwan's information and communications technology (ICT) industry, setting it apart from other major industry players. Furthermore, Qisda is now actively expanding into medical markets in Southeast Asia after establishing a solid base in Taiwan, with future plans targeting Europe and the US.
Thursday 27 November 2025
MediaTek research earns global recognition as CEO prepares plenary talk for ISSCC 2026
MediaTek announced that numerous company research papers have been accepted at leading global academic conferences in semiconductors, artificial intelligence (AI), and communications in 2025. This includes two papers from MediaTek's Taiwan headquarters research and development team, which were selected for the International Solid-State Circuits Conference (ISSCC) 2026, often called the "Olympics of IC design." With these additions, the company has now had more than 100 papers accepted over 23 consecutive years.
Thursday 27 November 2025
Boston Dynamics founder charts the future of humanoid robotics
Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's recently concluded 2025 Future-Tech Forum. He outlined the rapidly shifting landscape of the humanoid robot industry in what he calls the new era of Physical AI.
Thursday 27 November 2025
Foxconn's Kathy Yang says AI will drive a supercycle over the next decade
According to Foxconn rotating CEO Kathy Yang, the global AI revolution is shifting from a technology-focused discussion to a stage where it is fundamentally reshaping industrial structures. In this transformation, Taiwan will play a critical role as a global hub. Yang emphasized that AI is not a short-term bubble but a technological turning point comparable to steam power and electricity.
Thursday 27 November 2025
Alibaba sees no AI bubble in 3 years, may boost capital spending
Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external customer revenue rising 29%. The company highlighted robust demand for AI services that currently outpaces supply, signaling potential increases in capital expenditure to meet customer needs.
Thursday 27 November 2025
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such as high-end glass fiber, HVLP4 copper foil, and coated drill bits from Japanese suppliers. This is creating hidden bottlenecks in AI server shipments.
Wednesday 26 November 2025
Taiwan unveils US$40B defense boost to accelerate kill chain capabilities and secure key supply chains
Taiwan's President Lai Ching-te Lai has proposed an additional NT$1.25 trillion (US$40 billion) defense budget to accelerate asymmetric warfare development, expand AI-enabled kill chain capabilities, and secure a supply chain that does not rely on China. The Ministry of National Defense said on November 26, 2025, that the plan would run from 2026 to 2033 and support three core priorities.
Wednesday 26 November 2025
Apple enables LLMs to recognize actions from sound, advancing health monitoring and smart fitness
Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications.
Wednesday 26 November 2025
HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon's expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE's GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department's classified computing capabilities.

Wednesday 26 November 2025
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity.
Wednesday 26 November 2025
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its "five trusted industries" that are closely linked with AI development. The government's strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation.
Wednesday 26 November 2025
China submits 96 papers to top chip design conference, nearly double US and South Korea
The International Solid State Circuits Conference (ISSCC) will take place from February 15 to 19, 2026, in San Francisco, US, with MediaTek CEO Rick Tsai delivering the opening keynote on semiconductor innovation amid the AI era. The conference highlights a surge in submissions and shifting geographic leadership in integrated circuit (IC) design research.
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing Unit (TPU) in the artificial intelligence (AI) chip sector. The company emphasized that GPUs provide greater versatility and performance than specialized ASIC chips like the TPU.
Wednesday 26 November 2025
Samsung and India-based Reliance expand partnership with focus on AI, 6G and semiconductors
Samsung Electronics and India-based Reliance Industries have deepened their long-standing partnership, exploring cooperation across artificial intelligence, next-generation telecommunications, semiconductors, batteries, data centers, and engineering, following a high-level meeting in Seoul, according to the Korea Times, the Korea Joongan Daily, and the Chosun Daily.
Wednesday 26 November 2025
Anthropic launches Claude Opus 4.5 with enhanced capabilities and reduced prices
Anthropic has introduced Claude Opus 4.5, its latest flagship AI model, which offers improvements in programming development, automated office tasks, multi-step agent operations, and memory functionality. The company also slashed prices by over 60%, making the model more accessible to users.
Wednesday 26 November 2025
OpenAI develops first AI device prototype targeting launch within two years
OpenAI CEO Sam Altman announced that the company has completed prototypes of its first dedicated AI device, with plans to release it within two years. The device aims to offer a calm user experience, minimizing distractions and providing an intuitive interface.