Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications.
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development.
CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services.
The 2025 Healthcare+ Expo Taiwan opened on December 4, featuring a Science Park Pavilion established jointly by the management bureaus of the Hsinchu, Central Taiwan, and Southern Taiwan Science Parks under the National Science and Technology Council (NSTC). The pavilion centers on smart healthcare, precision medicine, and healthcare for all ages, showcasing the science parks' cross-sector efforts linking industry, government, academic research, and medicine, as well as their achievements in precision healthcare.
Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions.
Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly outpacing.
As AI technology matures, robotic applications are flourishing across industries, with many seeking new business opportunities. However, challenges vary when it comes to actual implementation. Kevin Chiang, COO of Dunqian, Taiwan's largest hotel operator, recently stated that current hotel robots should focus on repetitive, high-frequency tasks requiring minimal communication. He noted that the hospitality industry highly values emotional interaction, and only as AI and sensing technologies advance will robots be able to handle more complex scenarios.
As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems.
Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue for November 2025, a decline of 3.5% from a year earlier and 5.1% from October. The company attributed the slowdown to the fourth quarter's traditional weak season for consumer electronics and to rising global uncertainty driven by trade-policy shifts and geopolitical tensions, which have made brand customers more cautious in both marketing and procurement.
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects the industry's pivot toward high-margin DDR5 and HBM for AI applications, driven by surging GPU and AI chip demands.
At the opening day of the Healthcare+ Expo in Taipei, HiMEDt—co-founded by Foxconn and the Industrial Technology Research Institute (ITRI)—held its fourth annual symposium, outlining a new blueprint for healthcare in Taiwan. The event highlighted progress in next-generation hospital information systems, digital-twin-driven multimodal medical models, and real-world applications of collaborative robots.
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