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.

Sanmina reported better-than-expected fourth-quarter results and issued upbeat guidance, citing strong demand from communications networks and cloud, and AI infrastructure, and momentum from its newly closed ZT Systems acquisition.

Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects the gradual benefits of its diversified portfolio in acoustics and medical products.

Vulcan Elements and ReElement Technologies announced a US$1.4 billion partnership with the US government to scale a fully domestic rare earth magnet supply chain. The agreement includes the construction of a 10,000-metric-ton magnet production facility in the US and the expansion of ReElement's recycling and processing capabilities.

Taiwanese electronics giant Hon Hai Precision Industry, known as Foxconn, has revealed its strategic plans to develop quantum computing technology as part of its expanding quantum technology sector initiatives. The company's Hon Hai Quantum Computing Laboratory recently disclosed its quantum computer development roadmap, marking a significant step ahead of its 2025 Technology Day event. This move underscores Foxconn's effort to position itself competitively in the emerging quantum computing market.

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.

Following SoftBank's acquisition of ABB's robotics business, the global industrial robot landscape has shifted from a European-Japanese balance to dominance by Japanese firms and China's Midea Group. This move reflects a critical turning point in automation, challenging traditional giants like Fanuc and Yaskawa amid rising Chinese market share and accelerating AI integration.

Smartwatch and wearable maker Garmin is set to establish its first factory in Southeast Asia, located in Thailand, to produce smartwatches and other electronic products.

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.