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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.
Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%.
Friday 21 November 2025
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising debt levels, according to The Wall Street Journal. This trend is shifting their financial models toward those typical of capital-intensive industries like semiconductor manufacturing.
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades.
Friday 21 November 2025
European Commission proposes Digital Omnibus package to overhaul EU digital regulations
The European Commission (EC) has introduced the Digital Omnibus package, a set of proposals intended to harmonize and update key digital laws across the EU. According to Bloomberg, Reuters, and Deutsche Welle (DW), the initiative postpones the enforcement deadline for high-risk artificial intelligence (AI) rules under the AI Act from August 2026 to December 2027, affecting multiple sectors, including biometric identification, healthcare, and law enforcement.
Friday 21 November 2025
Nvidia's strong quarter lifts markets, but the AI bubble question still lingers

Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically optimistic, once again rejecting claims that artificial intelligence (AI) is drifting toward a bubble. He highlighted the overwhelming demand for Blackwell chips and cloud GPUs, which continue to sell out across major customers, as evidence of lasting momentum.

Friday 21 November 2025
Foxconn-Nvidia to build local AI compute center for SMEs
Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial intelligence as the company's second major growth trajectory, according to CEO Neo Yao.
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup units (BBUs) observed over the past two years, with particular growth anticipated in 2025. Shipment delays due to capacity limits persisted until new production expansions were completed in the fourth quarter of 2025. The introduction of a new 110kW power shelf is currently undergoing customer validation and is set to begin volume shipments in the second quarter of 2026, supporting the acceleration of AI applications.
Friday 21 November 2025
Foxconn highlights tech transformation Tech Day as Terry Gou swings by
At its 2025 Hon Hai Tech Day event held on November 21, 2025, Foxconn emphasized its strategic transformation from a system assembler to a deeply integrated technology company. Founder Terry Gou attended as an honored guest, and chairman Young Liu highlighted Gou's foundational role, stating that without Terry Gou, there would be no Foxconn today. The event showcased the company's evolving vision and technological ambitions.
Friday 21 November 2025
Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a company in the Qisda group, currently holds a 40.15% stake in Grandsys, which serves clients across finance, insurance, telecom, aviation, retail, and high-tech manufacturing sectors.
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal 2026 third-quarter results, a report from Counterpoint Research indicated that Nvidia is adopting LPDDR chips more aggressively, replacing standard DDR modules in select AI server products. LPDDR has traditionally been used in mobile devices, making the shift especially significant.
Friday 21 November 2025
Taiwan seeks to build its southern 'Silicon Valley' for AI boom
Nvidia's overseas headquarters is expected to be located at a technology park in Taipei, with the city government currently negotiating contract matters concerning the US tech giant's land rights for the new facility. Nvidia executives are also set to discuss follow-up investment plans with the city government soon.
Friday 21 November 2025
Pegatron secures new AI orders amid intensifying competition for server capacity
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to long-term leasing contracts with major cloud and software companies, server shortages highlight the ongoing urgency for AI hardware deployment and signal substantial, sustained market demand.
Friday 21 November 2025
Foxconn and Intrinsic form joint venture to advance AI-driven intelligent factories
Foxconn has announced a joint venture with Intrinsic, an AI robotics software company founded by Alphabet, aiming to develop intelligent factory solutions that enhance manufacturing flexibility, adaptability, and cost efficiency. The collaboration will focus on leveraging AI-powered robotics to transform production methods across factory floors.