C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

Advantech, a leading industrial PC manufacturer, reported steady growth in the third quarter of 2025 despite experiencing a slight decline in gross margin caused by rising raw material costs. Consolidated revenue for the third quarter reached NT$17.774 billion (US$570 million), marking a 19% increase year-over-year. The company posted a gross margin of 38.9% and net profit after tax of NT$2.77 billion.

Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability reduced its gross margin by around 1% in the third quarter of 2025. During its third-quarter earnings call, Advantech disclosed that ongoing shortages of DDR4 DRAM chips have significantly impacted the entire supply chain for industrial PCs.

At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However, an increasing number of diverse companies are entering the ASIC market, intensifying the competition. Major clients have begun handling more of their own design work, shifting pricing power towards the customer. Overall profit margins for the ASIC business have shown signs of decline, but IC design companies still race to secure orders.

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter. The company anticipates that fourth-quarter notebook shipments will align with first-quarter levels, while full-year shipments are expected to grow between 3% and 5%. Meanwhile, the server business is projected to sustain double-digit growth throughout the year.

Aspeed Technology, a leading provider of baseboard management controller (BMC) SoC, announced on November 5 that it will spin off its Reality Remote Management (RRM) business (formerly the Smart AV division), transferring related manufacturing and operations—including assets, liabilities, and sales—to its wholly owned subsidiary Cupola360. The tentative effective date of the spin-off is December 31, 2025.

Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders described how Qualcomm's power-efficient chip designs and expanding role in artificial intelligence and smart devices will fuel future revenue opportunities.

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record highs in revenue, net profit, and earnings per share (EPS) in the third quarter of 2025. In addition to continuing its global expansion, the company plans to focus on target industries and further advance edge AI application solutions.

Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI and semiconductor sectors, said David Chuang, chairman of the Taiwan Association of Machinery Industry (TAMI).

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year.

Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains optimistic about 2026, citing sustained AI demand alongside growing aerospace and energy-related orders.

Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company's rapid expansion to meet surging demand for artificial intelligence (AI) data center infrastructure. CFO David Weigand and CEO Charles Liang emphasized that these pressures are part of a deliberate strategy to support long-term growth.

Supermicro reported financial results for the fiscal first quarter of 2026, reflecting a temporary slowdown caused by shipment delays and customer upgrades, but reaffirmed a strong growth outlook driven by record artificial intelligence (AI) infrastructure demand and expanding production capacity.

The dominance of internal combustion engine (ICE) vehicles in the 19th and 20th centuries is now being challenged by environmentally friendly cars in the 21st century. Automotive parts suppliers, in turn, are being forced to adjust their strategies, gradually reducing their reliance on components for traditional fuel-powered vehicles. Some manufacturers are pivoting toward software and cloud platforms, expanding their definition of "parts" to include software. One such company is Japan's auto parts giant Astemo.

On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures. However, the company raised its full-year sales forecast, betting on robust demand for artificial intelligence and data center infrastructure systems.

Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security closer to data sources, focusing on real-time AI inference and agentic AI use cases in retail, manufacturing, healthcare, and other sectors.

As AI applications expand from data centers to various enterprise work environments, demands for network bandwidth, low latency, and intelligent management are rising. Cisco has introduced multiple new solutions at the Cisco Partner Summit 2025, including a unified dashboard integrating its Meraki and Catalyst Center platforms and automation workflows supporting natural language commands, aimed at helping enterprises upgrade networks and simplify operations.

Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net profit all expected to exceed previous estimates. The revision is mainly driven by orders for high-value-added products related to generative artificial intelligence (GenAI), far surpassing expectations.

Wistron announced the launch of the Wistron Computing Power Donation Program, pledging to donate 1 million GPU hours annually starting in 2026. The free resources will be made available to promising startups and academic research institutions both in Taiwan and abroad.

Amazon Web Services (AWS) and OpenAI have announced a US$38 billion, multi-year strategic partnership that will see OpenAI use AWS infrastructure to run and scale its artificial intelligence workloads. The deal underscores growing demand for computing power as the AI industry continues to expand rapidly.

Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing conflicts in Ukraine and the Middle East. Recent surveys show VC investors are concentrating on AI, quantum technology, and defense industries, while previously highlighted biotech and drug development sectors have not seen landmark investments this year.

On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year agreement, valued at approximately US$9.7 billion, including a 20% prepayment, IREN will supply Microsoft with Nvidia GB300 GPUs. The GPUs will be deployed in phases through 2026 at IREN's 750-megawatt Childress, Texas campus, alongside new liquid-cooled data centers capable of supporting 200 MW of critical IT load, according to the official press release.

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250 chips in the form of accelerator cards and rack systems.