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.
HP reports stronger-than-expected revenue growth in the fiscal fourth quarter of 2025 while announcing a sweeping cost-reduction initiative that underscores both the opportunities and pressures facing the company as it accelerates investment in artificial intelligence-enabled products.
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.
Taiwan-based Yongyu Plastics is advancing the development of paper-based soft tubes that significantly reduce plastic usage and deliver 30% more carbon reduction than conventional plastic tubes. These environmentally friendly products are scheduled to enter the market in 2026, according to Chairman Wei-cheng Wang.
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.
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.
India's traditional PC market, encompassing desktops, notebooks, and workstations, experienced a robust 10.1% year-over-year increase in shipments during the third quarter of 2025, totaling 4.9 million units. This figure represents the highest quarterly shipment volume on record, exceeding the previous milestone of 4.5 million units set in the third quarter of 2024, according to IDC data.
Xiaomi has unveiled MiMo-Embodied, an open-source foundational model that integrates autonomous driving with embodied intelligence. The research team includes Fuli Luo, a former DeepSeek deep learning researcher who recently joined Xiaomi.
LG Group is stepping up its humanoid robot efforts by developing proprietary physical AI models and exploring potential partnerships within China's robotics ecosystem—moves that have drawn significant attention.
Foxconn showcased sweeping upgrades across artificial intelligence (AI), electric vehicles (EVs), advanced manufacturing, and data center hardware during its two-day Hon Hai Tech Day event. The developments underscore the company's push to evolve from the world's largest electronics contractor into a full-stack technology and platform provider. The event highlighted new strategic partnerships, including a collaboration with OpenAI and expanded work with Nvidia.
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.
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