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Tuesday 16 December 2025
Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production lines

Foxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an existing 325,000-square-metre (80-acre) warehouse into a factory. The project is expected to create around 180 jobs and begin operations in the third quarter of 2026.

Tuesday 16 December 2025
Shanghai AI conferences signal pivot from model hype to embodied intelligence reality
In 2025, Shanghai hosted two AI conferences that spotlighted its tech advantages and featured the Global Developer Pioneers Summit (GDPS) 2025 competition, which emphasized practical AI solutions for industry and rescue operations.
Tuesday 16 December 2025
Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance
As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.
Tuesday 16 December 2025
Taiwan's Ability finds new momentum in robotics and drone technologies
Robotics and unmanned aerial vehicles are poised to be among the most significant industrial growth themes of 2025, and Taiwan's Ability Enterprise is drawing attention for its aggressive push into both fields simultaneously.
Tuesday 16 December 2025
Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders
Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts explained that lower ASIC margins are common due to customer-driven design changes and production timing.
Tuesday 16 December 2025
Acer CEO urges firms to boost resilience amid memory price surge
Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact demand.
Tuesday 16 December 2025
Taiwan's tech industry body set for new leadership amid AI boom
The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on December 17, 2025, with Acer chairman Jason Chen emerging as the frontrunner. Chen is positioned to replace Paul Peng, who is stepping down after six years leading the influential industry body.
Tuesday 16 December 2025
Notebook market may see second consecutive year of seasonal demand distortion in 2026
The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical tensions drove the initial reversal in 2025, industry insiders attribute the 2026 distortion mainly to rising memory prices, which are prompting enterprise buyers to accelerate purchases.
Tuesday 16 December 2025
Taiwan, South Korea strengthen startup ties at COMEUP 2025
Taiwanese startup accelerator AppWorks and South Korea's SparkLabs participated in COMEUP 2025, a prominent startup event in Seoul, underscoring growing collaboration between the two Asian technology hubs. Both economies aim to help startups overcome geographic barriers and jointly expand their presence in global markets as artificial intelligence gains momentum worldwide.
Monday 15 December 2025
Inventec wins Datasection server deal to supply first B300 AI supercluster
Japanese software service provider Datasection has signed an agreement with Inventec to purchase 1,250 servers equipped with 10,000 Nvidia B300 GPUs. The company plans to build a world-class, first-of-its-kind large-scale AI cluster featuring Nvidia B300 GPUs in Sydney, Australia.
Monday 15 December 2025
Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services.

Monday 15 December 2025
Nvidia drives HVDC power with ST's 3-stage voltage conversion solution
The rapid surge in single-rack power for AI servers is putting immense pressure on data center electricity demands, making high-voltage direct current (HVDC) a key technology focus. STMicroelectronics (ST) has proposed a three-stage voltage conversion solution for servers and announced a collaboration with Nvidia to develop a 12kW DC-DC converter stepping down from 800V to 50V.
Monday 15 December 2025
Longwell's AI data center revenue share surpasses 36% amid CSP expansion
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers' (CSPs) surging capital expenditures to upgrade high-power servers and rack power distribution systems amid explosive AI demand growth.
Monday 15 December 2025
Phihong targets AI networking and LEO with Vietnam capacity rising to 60% by 2026
Phihong Technology is accelerating its Transformation 2.0 strategy by concentrating on high-power, high-margin niche products such as AI server power supplies and low Earth orbit (LEO) satellite power units. The power supply maker is currently reducing reliance on large-volume, low-margin orders like those for mobile phones to improve profitability, President Vincent Lin stated during the company's December 10, 2025 earnings call.
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's growth is expected to slow from 5% to 4.8% and then to 4.2%, while India may dip from 6.6% to 6.2%. Taiwan remains an outlier, supported by strong AI and semiconductor investment and exports, with GDP projected at 7.37% in 2025. Continued strength in AI server exports could also lift its 2026 forecast of 3.54%.

Monday 15 December 2025
Global expansion drives 50% revenue surge for Aurotek through automation and robotics
Aurotek has reported a robust 50% increase in consolidated revenue for the first 11 months of 2025, fueled by sustained manufacturing globalization that is accelerating demand for automation and robotics solutions.
Monday 15 December 2025
India roundup: Intel commits to India semiconductor mission
Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India.
Monday 15 December 2025
Kenmec sets new standards in liquid cooling solutions
On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build an irreplaceable "know-how" barrier amid global competition.
Sunday 14 December 2025
BizLink eyes virtual-physical integration to boost high-speed computing R&D
Cable assembly manufacturer BizLink is advancing its research and development capabilities by integrating AI, automation, multiphysics simulation, and digital twin technologies to meet the surging demand in the high-speed computing market. The company points out that the core R&D challenges lie in achieving both high speed and high power, extending into mechanical structure analysis, making cross-domain integration an essential capability.
Sunday 14 December 2025
Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges
Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her Technologies president Shyue-Jer Chen highlighted how this shift affects equipment utilization, process stability, and chip yields, raising the sector's importance year by year.
Saturday 13 December 2025
ams OSRAM highlights growth in automotive electronics and expanding uses for ToF technology
ams OSRAM recently conducted its annual media briefing in Taiwan, showcasing progress in its sensor and lighting technology portfolio over the past year. The company's automotive electronics segment now constitutes more than half of its revenue, with expectations for this proportion to increase further in the coming years.
Saturday 13 December 2025
Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026
Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India.
Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related products expected to increase by 50 to 60% in 2026. The company also identifies emerging sectors such as AI glasses and robotics as key long-term growth areas, despite uncertainties in broader memory market dynamics.
Friday 12 December 2025
Vietnam slaps new export curbs on rare earth
Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry.
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise.