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.
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that the broader ecosystem is rapidly expanding. Analysts note that while the current scale of the AI market does show some bubble-like characteristics, it differs from previous boom-and-bust cycles in emerging industries. Over the medium to long term, they say, structural growth is still expected to unfold.
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.
Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The move aims to rebuild Microsoft's business model and cost structure to better align with AI-driven market demands, Business Insider reported.
Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.
Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan Science Park, the company has launched several drugs in the world's largest pharmaceutical markets, including the US and Canada, and aims to introduce one new drug to the market each year to sustain growth momentum.
Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks jointly showcased their first collaborative achievement: distributed AI data-center technology, on November 20 at the NTT R&D Forum 2025 in Tokyo.
Nvidia is positioning quantum computing for mainstream adoption through a new connectivity system that links quantum processors with artificial intelligence accelerators. CEO Jensen Huang told attendees at the Supercomputing 2025 conference in November that the technology is nearing a pivotal shift from research labs to enterprise deployment. Industry analysts expect the sector to deliver measurable commercial value by 2027.
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI.
Hon Hai Tech Day (HHTD25) focused on the role of physical AI in future factories, featuring humanoid, task-specific, and service robots on-site and demonstrating how AI can train them through digital-twin simulations based on real production-line needs.
After Hon Hai Tech Day (HHTD25), Foxconn chairman Young Liu stated that Taiwan's position on nuclear energy is shifting as power supply demand is increasing to support AI compute growth. Foxconn and OpenAI will co-design next-generation AI data centers, defining the full architecture from power and cooling to IT systems.
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