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Friday 21 November 2025

Foxconn showcases future factory vision, with Nvidia's product lead making a surprise showing

The next stage of the future factory will be the era of Physical AI. At Hon Hai Tech Day (HHTD25) held on November 21, Foxconn chief digital officer Zhe Shi stated that future factories will be driven by an AI "brain," empowering various robots, machines, and automated equipment with perception, understanding, and autonomous action capabilities.

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

Hon Hai Tech Day focuses on AI and quantum collaborations with IBM

Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development.

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

Simplo Technology expands into drone battery modules with shipments starting late 2025

Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to

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

AMPACS expects 2025 revenue decline amid weak markets but projects improved margins

During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the company anticipates gross margin performance to exceed 2024 levels, driven by fully ramped production capacity in Vietnam and a more competitive cost structure.

Friday 21 November 2025

Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle

Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate AI, semiconductor, and advanced research, signaling a strategic focus on long-term innovation and competitiveness amid intensifying global industry pressures.

Friday 21 November 2025

Google opens largest AI infrastructure hardware R&D center outside US in Taipei

Google officially opened a new office in Taipei's Shilin District on November 20, marking its largest AI infrastructure, hardware research, and development center outside its headquarters in the US. According to Google Cloud Platford R&D General Manager Greg Moore, the company aims to leverage Taiwan's comprehensive supply chain and manufacturing capabilities to accelerate project development cycles by up to 40%.

Friday 21 November 2025

Foxconn to unveil new tech and products at sixth annual Hon Hai Tech Day

Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will focus on advancements aligned with the company's 3+3+3 development strategy across computing, manufacturing, and real-world applications; this includes AI Factory, robotics, smart manufacturing, and electric vehicles.

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

Getac views global memory shortage as chance to grow despite industry-wide challenges

Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James Hwang acknowledged that supply constraints and cost inflation present significant threats but asserted that companies able to manage these difficulties effectively can outperform competitors facing more severe disruptions.

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

Eternal reportedly eyes 2026 growth with TSMC supply chain entry

Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025 and are likely to extend into the first half of 2026, supporting revenue and profit growth next year.

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.

Friday 21 November 2025

Foxconn outlines battery strategy as part of long-term industrial expansion

Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain development as it works to build Taiwan's first gigafactory-level battery industry and expand its global footprint.

Friday 21 November 2025

eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026

Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments from major customers that negatively impacted gross margin and overall performance in the third quarter of 2025. However, although revenue from optical modules has dropped due to lower shipments, inventory adjustments are expected to end by year-end.

Friday 21 November 2025

Toyota and Volkswagen quietly wage an invisible robot war

Global attention is currently fixated on the humanoid robots unveiled by upstart automakers: Tesla's Optimus and BMW-backed Figure 02. Behind the scenes, two of the industry's most powerful incumbents, Toyota and Volkswagen, are charting a markedly different course. Rather than staging high-profile demonstrations, the giants are pursuing what amounts to a quiet, deeply rooted "invisible front" in robotics.

Friday 21 November 2025

From cars to robots: How automakers are using industrial scale to dominate humanoid AI

Roughly 20 automakers worldwide have now announced plans to enter the humanoid-robot arena—from Tesla and Germany's automotive trio of Mercedes-Benz, BMW, and Volkswagen to China's XPeng, BYD, and GAC—signaling a new industry consensus in the age of intelligent mobility.

Friday 21 November 2025

Humanoid robots enter carmakers' factories, but key barriers slow wider adoption

The global race to deploy humanoid robots in the automotive industry has moved decisively from the laboratory into commercial reality in 2025. Yet behind high-profile demonstrations—from Tesla's Optimus to BMW's Figure 02 and BYD's Walker S—lie steep investment requirements and substantial risks, driven by technological and economic barriers that have yet to be cleared.

Thursday 20 November 2025

Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets.

Thursday 20 November 2025

Lite-On advances 800V HVDC architecture as AI factories enter the MW power era

As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories. Jin-tsai Wang, general manager of Lite-On's Power & Cabinet Business Unit, said the rising adoption of high-voltage direct current (HVDC) will fundamentally reshape both the manufacturing environment and the technologies required to support high-density AI computing.

Thursday 20 November 2025

Taiwan's precision components drive humanoid robot development

Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026.

Thursday 20 November 2025

Memory inflation hits IT market

Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.

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