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.

Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could fall by 20-30% per year as demand significantly outpaces production capacity.

As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications take off. With AI-related products accounting for 25% of Innodisk's revenue in 2025, the company expects to increase the share to 30% in 2026. DDR4 will remain a key product for industrial applications over the next two to three years.

The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and the US generally remain optimistic about edge AI's growth, Taiwanese IC design houses take a more pragmatic view.

AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3 shortages will be difficult to ease in the short term, and are expected to persist into the second half of 2026—2027.

IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy officer Iri Trashanski stated that the future potential of the edge AI market is enormous.

SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference services. The initiative targets the drone, medical technology, and traditional manufacturing sectors, positioning itself as a counterweight to a market currently dominated by global tech giants focusing resources on training large language models.

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.

Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence. The company aims to expand its presence in sectors such as agriculture, aquaculture, and livestock management, while also targeting emerging opportunities in maritime logistics and defense-related unmanned systems. Microip projects more than 40% revenue growth in the North American market by 2026.

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in Taiwan's strength in the industry, positioning the country as a key global hub for AI advancement.

Tesla CEO Elon Musk recently received approval from most of the company's shareholders for a compensation package worth about US$878 billion over ten years, contingent on conditions such as selling 20 million electric vehicles and 1 million Optimus robots per year. Through Tesla's leadership, the humanoid robot market is expected to grow rapidly. The National Science and Technology Council (NSTC) recently announced that it will collaborate with the National Development Fund (NDF) to enhance investment in robotics companies and technologies, with a total amount of up to NT$10 billion (approx. US$322.9 million).

Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans to continue improving operational quality and profitability, ensuring long-term stable growth through a solid strategy and high-margin products.

The Taiwan Association of Machinery Industry (TAMI) is celebrating its 80^th anniversary amid one of the most turbulent economic periods in history. Despite global challenges, Taiwan's machinery industry still achieved a solid 6.6% year-on-year growth in the first three quarters of 2025.

Edge AI device competition has escalated into size, power consumption, and thermal management. As AI computational loads increase, traditional coil motor speakers and mechanical fan modules have become structural bottlenecks limiting the design and performance of next-generation consumer devices.

LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing new growth opportunities through innovation and expansion.

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record highs in revenue, net profit, and earnings per share (EPS) in the third quarter of 2025. In addition to continuing its global expansion, the company plans to focus on target industries and further advance edge AI application solutions.

Safety evaluation firm Andon Labs conducted experiments using several LLMs to control robots and found that while LLMs can understand commands, they still make frequent mistakes in real-world environments and are not yet capable of safely or reliably operating machines. According to TechCrunch, Andon Labs co-founder Lukas Petersson admitted that "LLMs are not ready to be robots."

Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security closer to data sources, focusing on real-time AI inference and agentic AI use cases in retail, manufacturing, healthcare, and other sectors.

As AI applications expand from data centers to various enterprise work environments, demands for network bandwidth, low latency, and intelligent management are rising. Cisco has introduced multiple new solutions at the Cisco Partner Summit 2025, including a unified dashboard integrating its Meraki and Catalyst Center platforms and automation workflows supporting natural language commands, aimed at helping enterprises upgrade networks and simplify operations.

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250 chips in the form of accelerator cards and rack systems.

As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia's role as a "key puzzle piece" in Nvidia's latest capital deployment stems from their complementary strengths in computing power and networking.

With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the "second curve" of manufacturing transformation.

US President Donald Trump has ended his six-day trip to Asia.