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Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers.
Monday 8 December 2025
Foxconn leads global EMS market with strong AI and Apple momentum
According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple.
Monday 8 December 2025
Weekly news roundup: TSMC veteran's Intel move sparks debate, Samsung reportedly secures TPU HBM4 nod
These are the most-read DIGITIMES Asia stories in the week of December 1 to December 7, 2025.
Monday 8 December 2025
IBM CEO warns AI data center investments tough to break even due to short hardware cycles
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to recoup.
Monday 8 December 2025
EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025
DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while Apple's impact became more pronounced starting in the second half.
Monday 8 December 2025
OpenAI’s next frontier? Altman explores a space detour with Stoke Space
OpenAI CEO Sam Altman has reportedly engaged in discussions to invest in or acquire Stoke Space, a rocket manufacturer, aiming to develop space-based data centers and compete with Elon Musk in the aerospace sector, The Wall Street Journal (WSJ) reported.
Monday 8 December 2025
Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI
Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble.
Monday 8 December 2025
India roundup: India flip-flops on mandatory security app installation
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Monday 8 December 2025
Ritek revives growth by becoming an AI infrastructure dark horse

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging. Although invisible at the consumer end, Ritek has become an "invisible champion", supplying the tooling, materials, and power backup systems that underpin customers' AI deployment.

Monday 8 December 2025
Why VLA intelligence now dictates the future of humanoid robots

The market continues to place high expectations on humanoid robots, yet the sector remains far from real mass production despite its early commercialisation efforts. Analysts note that meaningful progress depends on advances in core intelligence, particularly the software functions acting as the robot's brain, centred on breakthroughs and deployment in vision technologies and multimodal large models.

Monday 8 December 2025
Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing
China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation.
Monday 8 December 2025
Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists
Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions.
Sunday 7 December 2025
Arbor and Adlink lay out 2026 strategies in edge AI
The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.
Sunday 7 December 2025
Asus: Cross-device collaboration to drive next PC evolution
Shawn Yen, senior vice president of the Consumer Group at Asus, said the most compelling value of AI PCs will emerge from seamless collaboration across devices, although the pace of adoption remains constrained by limited hardware availability. He shared his views in a recent interview with DIGITIMES.
Saturday 6 December 2025
Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications.
Saturday 6 December 2025
China's expanding AI talent pool key to global tech rivalry with US
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development.
Saturday 6 December 2025
CASwell accelerates software-hardware integration drive to boost 2026 growth
CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services.
Saturday 6 December 2025
Taiwan taps tech strengths to accelerate smart healthcare push

Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions.

Friday 5 December 2025
Jensen Huang: China's AI factory buildout is leaving US behind
Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly outpacing.
Friday 5 December 2025
Taiwan urged to shift from open-source user to global contributor in AI era

As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems.

Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects the industry's pivot toward high-margin DDR5 and HBM for AI applications, driven by surging GPU and AI chip demands.
Friday 5 December 2025
Taiwan pushes toward robotics-driven healthcare as Foxconn expands AI applications
At the opening day of the Healthcare+ Expo in Taipei, HiMEDt—co-founded by Foxconn and the Industrial Technology Research Institute (ITRI)—held its fourth annual symposium, outlining a new blueprint for healthcare in Taiwan. The event highlighted progress in next-generation hospital information systems, digital-twin-driven multimodal medical models, and real-world applications of collaborative robots.
Friday 5 December 2025
Taiwan lands record EUR200 million Czech medical device deal
The annual Healthcare+ Expo in Taipei opened with a breakthrough: the Czech Republic has agreed to purchase EUR200 million (US$233 million) worth of Taiwanese medical devices, marking the largest procurement deal ever reported at the event.
Friday 5 December 2025
Nvidia invests US$2 billion in Synopsys to advance AI chip design
Nvidia has made another major move by investing US$2 billion in Synopsys, one of the world's largest chip design and engineering software companies. The investment will expand Nvidia's reach into software, chip design automation, and AI-driven engineering.
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