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.

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.

Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient power grid plan and a surge in electricity demand from semiconductor overseas expansion and AI data centers, the company announced during its recent investor conference.

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.

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.

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.

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%.

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

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.

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.

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.