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Friday 28 November 2025
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market.
Friday 28 November 2025
Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee supply through 2027 and 2028. Industry sources reveal that nearly all memory production capacity for 2026 has been pre-booked, confirming an unrelenting shortage throughout the year.
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization. This comes amid delays in mass production efforts by Tesla Inc. in the US, highlighting differing dynamics between global markets.
Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics, national policies, high levels of government debt, and weak global economic growth. Despite these challenges, he expressed confidence that growth in 2026 will not be an issue for MiTAC, with the second half expected to perform better than the first half.
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.

Friday 28 November 2025
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in town to pay a visit to Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang, sources indicate his primary purpose this time was to engage with Quanta Computer.
Friday 28 November 2025
AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed signal integrity, high-power delivery, and system-level thermal management. Connectors and cables have become critical bottlenecks defining the performance limits of AI servers and edge devices. Connector and cable supply chain players say design capabilities involving materials, plating, shielding, and thermal coupling are emerging as core barriers for vendors aiming to enter the high-end market.
Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance.
Thursday 27 November 2025
Foxconn's AI infrastructure play: from chips to data centers
Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company's evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and adding pressure on dominant chip supplier Nvidia.
Thursday 27 November 2025
US Fed sees low AI bubble risk, warns of economic shifts
The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent statements by Federal Reserve Vice Chair Philip Jefferson. Unlike the speculative internet bubble of the 1990s, today's AI companies generally boast established businesses and profits, reducing the likelihood of a repeat collapse.
Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments will begin in the fourth quarter of 2025, with system-level validation expected by the third quarter of 2026. As partnerships move into mass production, fiber array units (FAUs) are set to become a core growth engine, with shipments scaling up gradually.
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and performing at or above the level of OpenAI's ChatGPT—has become a catalyst for a broader strategic push. According to overseas reports, Google is now using its newest advances in AI models to pitch major clients, including Meta, on deploying TPU-based systems inside Google-operated data centers.

Thursday 27 November 2025
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include optical Schrödinger cat state generators using heralded photon pairs and high-integration polarization-entangled Bell-state quantum light source chips.
Thursday 27 November 2025
Boston Dynamics founder charts the future of humanoid robotics
Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's recently concluded 2025 Future-Tech Forum. He outlined the rapidly shifting landscape of the humanoid robot industry in what he calls the new era of Physical AI.
Wednesday 26 November 2025
HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon's expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE's GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department's classified computing capabilities.

Wednesday 26 November 2025
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the 3D appraisal and inspection data collection platform now holds an estimated 30% to 50% share of the US new appraisal segment.
Wednesday 26 November 2025
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
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.
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing Unit (TPU) in the artificial intelligence (AI) chip sector. The company emphasized that GPUs provide greater versatility and performance than specialized ASIC chips like the TPU.
Wednesday 26 November 2025
Mitac Computing signs distribution deal with Redington for India market
Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited.
Wednesday 26 November 2025
Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers
Dell Technologies' record fiscal third-quarter results and a sharply higher outlook for AI servers signal strengthening demand for advanced infrastructure, underscoring the company's widening lead in the AI hardware market and raising expectations for industry supply chains and enterprise technology spending in the coming year.
Wednesday 26 November 2025
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already fast-rising TPU business is now seeing another major development: Google is reportedly in discussions with Meta about potentially deploying TPUs in Meta's data centers. This is fundamentally different from Google providing TPU computing services to Apple or Anthropic in the past.
Wednesday 26 November 2025
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
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.
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
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.
Wednesday 26 November 2025
Chunghwa Telecom subsidiary IISI makes stock market debut amid rising demand for digital services

International Integrated Systems, Inc. (IISI), a subsidiary of Chunghwa Telecom (CHT), began trading on the Taiwan Stock Exchange on November 25 at its offering price of NT$46 per share.