Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased by cloud giants, including Amazon, Google, and Oracle.

India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence, building an end-to-end supply chain, and positioning the country as a competitive global manufacturer.

According to Foxconn rotating CEO Kathy Yang, the global AI revolution is shifting from a technology-focused discussion to a stage where it is fundamentally reshaping industrial structures. In this transformation, Taiwan will play a critical role as a global hub. Yang emphasized that AI is not a short-term bubble but a technological turning point comparable to steam power and electricity.

Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications.

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.

Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.

Foxconn has announced a new four-year plan to expand its operations in Wisconsin, focusing on artificial intelligence (AI) infrastructure, after approval from the Wisconsin Economic Development Corporation (WEDC). The plan includes an additional investment of US$569 million and aims to create nearly 1,400 new jobs in Racine County, marking a significant step in the company's efforts to grow its presence in the US.

Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling stable shipments to start from the third quarter of 2025. The company reports customer order visibility extending into the first half of 2026, prompting plans to expand production at new facilities in the US and Malaysia beginning in early 2026. These developments suggest a favorable revenue outlook for the coming year.

Japan is preparing to designate artificial intelligence, nuclear fusion, space, and other advanced sectors as "national strategic technologies," while moving to require stricter cybersecurity protections at semiconductor plants that receive government subsidies, according to reports from Nikkei and financial news outlet Minkabu. The dual initiatives highlight Tokyo's push to strengthen technological competitiveness and reduce supply chain risks amid intensifying global competition.

Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and shipment volumes. This momentum is driving up the share of AI server products in its portfolio, with analysts expecting AI-related revenue to account for about 70% of total sales by the fourth quarter of 2025 and exceed that level in 2026.

Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech Day event. The developments underscore the company's push to evolve from the world's largest electronics contractor into a full-stack technology and platform provider. The event highlighted new strategic partnerships, including a collaboration with OpenAI and expanded work with Nvidia.

Cybersecurity provider SailPoint released its annual Horizons of Identity Security report on November 20, which noted that identity security now offers the highest return on investment (ROI) among all cybersecurity domains. However, 63% of enterprises are still in the early stages of transition and remain largely dependent on manual audits and fragmented account management, which limits their ability to tackle increasingly complex cyber threats.

Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026. According to Bloomberg, citing The Information and insiders, this potential partnership positions Google as a viable alternative AI accelerator supplier to Nvidia, potentially reshaping the industry landscape.

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.

Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company's resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.

The 29th International Conference on Technology Law, hosted by National Yang Ming Chiao Tung University (NYCU) from November 20–21, 2025, spotlighted Taiwan's role in global technology security. The Science and Technology Law Institute (STLI) under the Institute for Information Industry (III) presented research comparing international foreign investment review frameworks and explored implications for Taiwan's semiconductor, AI, and quantum sectors.

Apple has confirmed a restructuring of its global sales organization after eliminating dozens of roles, marking a rare round of layoffs for the company. The changes come as Apple faces heightened scrutiny over its leadership future, with reports stating that CEO Tim Cook may step down next year.

Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance targets and alter its business model. The company emphasized in a statement on the evening of November 24 that these claims are unfounded and not supported by any factual basis.

TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by China State Construction Engineering Corp. (CSCEC), a state-owned contractor the US Department of Defense identifies as a Chinese military-linked enterprise. Hunan provincial officials have also listed the project as a key annual investment, heightening sensitivities as the US considers blocking TP-Link products from the American market.

Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the "capacity and experience" to navigate the sharp rise in memory prices.

China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications rather than in-car systems. As US-China tech tensions rise, automakers including Xpeng, Chery, Nio, BYD, GAC, and Seres are using their EV engineering and autonomous-driving AI to develop robots with autonomous mobility and semantic understanding, positioning embodied intelligence as their next strategic arena.

At Hon Hai Tech Day (HHTD25), the spotlight fell on the debut of Foxconn's bipedal humanoid robot. Due to venue constraints, the robot was showcased statically, focusing on its advanced hand demonstration rather than dynamic movement. Foxconn revealed key innovations, including its first dexterous robotic hand and joint modules, signaling the company's ambition to dominate both complete robots and component markets from head to toe.

Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing sector. Moreover, a recent survey by the Federation of Korean Industries (FKI) highlights that China is poised to surpass South Korea across all major industries by 2030, signaling a looming challenge for the country's economic dominance.

At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The event highlighted the company's emphasis on artificial intelligence (AI) and its expanded role in smart industries, underscoring a shift towards a broader technology platform service orientation.