US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities.

Foxconn is accelerating its digital health strategy by collaborating across medical systems, long-term care institutions, and other industries to create a seamless chain. The strategy will focus on connecting clinical care, long-term care, and home healthcare. Foxconn has signed memorandums of understanding with Nobel Medical Group and formed partnerships with Mackay Memorial Hospital and Shiangbao Longterm Care Group to pilot integrated smart long-term care models. It aims to drive industry convergence through evidence-based and scalable deployments, helping Taiwan establish a comprehensive digital health ecosystem spanning inpatient to outpatient settings.

China's Ministry of Commerce (MOFCOM) and the General Administration of Customs announced on November 7 that they will suspend the implementation of several export control measures that were introduced in October, particularly regarding rare earth.

Drew Henry, Arm's executive vice president of strategy and ecosystems and former Nvidia GeForce general manager, emphasized in a recent media interview that artificial intelligence (AI) has redefined computing. He highlighted how Arm secures its position in the rapidly evolving AI ecosystem through specialized, optimized compute platforms with built-in AI capabilities.

The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly widening Taiwan's trade surplus with the US, according to Chien-yi Chang, president of the Taiwan Institute of Economic Research (TIER).

South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements. The company recently validated its technology at Kia Motors' manufacturing site and is collaborating with Taiwan's Techman Robot Inc. to launch automation solutions that align with the growing trend of humanoid collaborative robots.

As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next three to five years. The company anticipates AI revenue share will steadily increase year over year despite industry-wide exploration of optimal technology paths.

Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in its early stages, gaining traction only in recent months with entirely new customers. If the company successfully penetrates this market, Hung expects it to contribute significantly to future revenue. Production will leverage Catcher's Taiwan and Suqian, China plants, though Hung did not specify which segment of the server chassis business the company is targeting.

The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's law reaching its physical limits, Taiwan must not only maintain its wafer manufacturing lead but also rapidly advance into system design and packaging markets.

Acer Inc. has announced a leadership transition at its Pan-America operations headquarters, as current regional president Gregg Prendergast is set to retire at the end of 2025. Effective January 1, 2026, Chris Chiang and Germano Couy will take over as co-general managers, jointly overseeing operations across North and Latin America. Both will report directly to Chairman and CEO Jason Chen.

The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while availability remains constrained, creating a shortage that has disrupted order patterns among major brands and fueled uncertainty across downstream sectors, including power supply and connector manufacturers.

Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than in the same period in 2024. Sequentially, revenue grew 9.4% to NT$3.316 billion (approx. US$107 million), although year-over-year it fell 2.6%. Gross margin stood at 47.2%, down 0.8pp from the previous quarter and 2.1pp compared to a year ago. Operating income reached NT$792 million, rising 6.5% sequentially but declining 14.6% annually.

Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global defense market. Former Taiwan Association of Machinery Industry (TAMI) chairman Alex Ko emphasized that the past decade has been marked by unprecedented global economic shifts and challenges for the sector.

Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver energy-efficient and highly reliable AI data center solutions worldwide.

Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the US. Japan aims to invest US$550 billion, South Korea US$350 billion, Malaysia US$70 billion, and Taiwan reportedly plans US$400 billion, though trade and diplomatic officials have not confirmed the latter figure.

Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29% year over year, driven by the continued AI boom and peak season for smartphone shipments. The company's cumulative revenue for January to October 2025 reached NT$6.39 trillion, marking a 15.55% increase compared to the NT$5.53 trillion in the same period of 2024.

Korean multinational LG Electronics is reportedly expanding its footprint in India, with plans to supply locally manufactured equipment for Apple iPhone production and to establish a global research and development center in Noida. The initiatives underline India's growing strategic importance in LG's global manufacturing and innovation strategy.

Samsung is reportedly manufacturing Nvidia's robot application processors (APs), a move that could accelerate its expansion in physical AI, the convergence of artificial intelligence and robotics. As this new era unfolds, industry watchers are questioning whether Samsung's robotics division, one of its four strategic pillars, can deliver concrete outcomes.

As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the household. In the home care sector, LG Electronics expects AI humanoid robots to replace human domestic labor, ushering in the era of zero labor homes as early as 2030.

Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has been underestimated. Huang highlighted the importance of supply chain collaboration during an interview with Fox News, as reported by Wccftech and FreeMalaysiaToday.

Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's top 10 automakers in the electric vehicle (EV) sector, according to Foxconn chairman Young Liu.

The Chinese Ministry of Commerce announced on November 5, 2025, that, effective November 10, 2025, it will end anti-circumvention measures on certain cut-off shifted single-mode optical fiber (G.654.C optical fiber) imported from the US. This change means that related products will no longer face anti-dumping duties ranging from 33.3% to 78.2%, restoring their standard import status.

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented by President Donald Trump's administration and an extended tariff truce lasting another year, original design manufacturer (ODM) companies are now reconsidering the pace and scale of relocating production lines outside China. Industry sources suggest that the share of manufacturing outside China could decline from 60% to around 40%.

Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials emphasize that underlying structural contradictions remain unresolved and fundamental strategic competition between the two powers is expected to continue.