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Monday 1 December 2025
India roundup: India launches US$820M scheme to secure local rare earth supply
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
Monday 1 December 2025
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.

Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
Saturday 29 November 2025
Tech giants lead energy self-sufficiency push
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.
Saturday 29 November 2025
OT vulnerabilities push cybersecurity to core competency in manufacturing
As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity Carnival 2025 held on November 26, 2025, in Taipei, IDC senior research analyst Yvette Lin stressed that amid geopolitical tensions and rising operating costs, manufacturers must treat cybersecurity not as a simple cost of protection but as a core competitive advantage that ensures uninterrupted production and reinforces operational resilience.
Saturday 29 November 2025
Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs
China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to stop using foreign hardware for model development.
Saturday 29 November 2025
GPU and TPU dispute illustrates zero-sum fallacy
The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With Google's Gemini 3 launch expected to reset the competitive landscape, according to multiple market sources cited by the Financial Times, concerns have emerged about potential impacts on Nvidia's market position.
Friday 28 November 2025
Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move advances 3Peak's push to become a global platform-based provider of analog and mixed-signal solutions.

Friday 28 November 2025
Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens
Baidu is reportedly preparing its biggest workforce reduction in seven years, trimming staff across key divisions and reshaping its AI model unit by the end of 2025. The overhaul follows a sharp slowdown in advertising sales and rising pressure to shift spending to growth areas.
Friday 28 November 2025
Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This innovation blurs the lines between memory and system semiconductors, presenting new opportunities and challenges for South Korea's semiconductor industry.
Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge Nvidia's dominance or secure a strong position as the market's second supplier. Industry insiders say Google's system-level strategy, which emphasizes full-stack integration over chip-only sales, could reshape competition for application-specific integrated circuit developers.
Friday 28 November 2025
Liquid cooling opportunities bring optimism for Walrus Pump in 2026
Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial water pumps entering the supply chains of major US and Japanese machine tool makers, shipments of server-grade technology pumps, and the launch of newly developed submersible pumps. The company is very optimistic about its 2026 business outlook.
Friday 28 November 2025
Daikin targets AI cooling boom with plan to triple North America revenue
Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion (approx. US$2 billion) in North American data-center cooling revenue in fiscal 2030, nearly triple its JPY100 billion tally in fiscal 2025.
Friday 28 November 2025
Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information revealed that Meta is in talks to begin using Google TPUs in its data centers in 2027 under a potential multibillion-dollar agreement.

Friday 28 November 2025
Gigastorage advances AI cooling, CGM medical devices, and green energy
At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing, cooling, and personal health micro-sensing. In the HPC and AI fields, Gigastorage has invested in direct forming technology (DFT). This technique leverages the high hardness of diamond abrasives to directly machine deep, tall two-dimensional fin structures onto heat-dissipating materials, improving thermal resistance performance by approximately 20%. It overcomes the technical bottlenecks of traditional cooling solutions, allowing fins to be directly integrated into GPU modules while precisely controlling the base thickness below 0.2mm, targeting top-tier applications such as HPC and vertical AI cooling.
Friday 28 November 2025
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's revenue from the US, improved US-China relations and a lifted Chinese import ban could further surge Taiwan's AI orders.
Friday 28 November 2025
Huawei's 'genius youth' takes over as Swancor chair
Swancor Advanced Materials, the STAR Market–listed maker of high-performance composites and corrosion-resistant materials, has entered a new phase after naming Peng Zhihui — the Bilibili tech star "Zhi Hui Jun" — as chairman. All nine directors unanimously approved the move at the board's first meeting on November 25, 2024, in compliance with Company Law and STAR Market rules, according to ICsmart and 36Kr.
Friday 28 November 2025
Kneron's ambitious chip roadmap expands into AI infrastructure
Kneron introduced a new generation of AI chips on November 26, 2024, as the company positions itself as a full-stack AI infrastructure provider. The launch featured the flagship KL1140 and included guest attendees such as Macronix chairman Miin Wu and Etron Technology chairman Nicky Lu. Founder and CEO Albert Liu also outlined the company's three-year roadmap covering high, mid and entry-level processors, marking what he described as a milestone in completing Kneron's full compute portfolio.
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization. This comes amid delays in mass production efforts by Tesla Inc. in the US, highlighting differing dynamics between global markets.
Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics, national policies, high levels of government debt, and weak global economic growth. Despite these challenges, he expressed confidence that growth in 2026 will not be an issue for MiTAC, with the second half expected to perform better than the first half.
Friday 28 November 2025
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs. According to CNBC, Google has collaborated extensively with Broadcom since 2016 to design and manufacture its AI chips. This partnership has progressed into the seventh generation of TPUs, which power Google's internal AI infrastructure and rival Nvidia's GPUs in AI workloads.
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue to block access to Nvidia's high-end GPUs.
Friday 28 November 2025
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in town to pay a visit to Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang, sources indicate his primary purpose this time was to engage with Quanta Computer.
Friday 28 November 2025
China's fast-iterating humanoid robots challenge US leadership
The United States and China remain locked in a humanoid-robotics competition. Solomon Technology chairman Johnny Chen says the US leads in software and foundation models, while China advances faster in hardware and iteration cycles. He noted that Chinese systems cost about one-fifth of their US counterparts, making the gap difficult for other countries to close.
Friday 28 November 2025
Solomon chairman highlights two key bottlenecks in humanoid robot development
Johnny Chen, chairman of AI vision software leader Solomon, identified two major technical limitations currently hindering humanoid robot development: restricted visual range and slow learning processes. These challenges create significant practical inconveniences for humanoid robots at this stage.