After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley venture firm Playground Global as a partner and took on the role of executive chairman at US-based tech platform Gloo, which connects religious faith ecosystems.
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across the supply chain, pushing SMIC back into a prominent role as a foundry.
Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by Digital Realty and Stack Infrastructure, offer a combined capacity of approximately 100MW but remain largely unused, highlighting ongoing energy constraints in the region.
Hon Hai Precision Industry, better known as Foxconn, will hold its annual Hon Hai Tech Day (HHTD25) on Nov. 21, offering a broad tour of where the world's largest electronics manufacturer thinks the industry is heading.
Xiaomi highlighted mounting pressure from sharply rising memory prices even as its electric vehicle business continued its rapid expansion and achieved first-time quarterly profitability. Executives said the company is balancing cost challenges in smartphones with strong performance in EVs and IoT, while preparing for continued volatility into 2026.
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle products. The period, which ended on September 30, marked a significant milestone for the company as its EV division delivered its first quarterly profit. However, intensifying competition in the smartphone market and rising component costs continued to cloud its near-term outlook.
In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor manufacturing equipment. Their diversification strategies are beginning to crystallize.
The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and the US generally remain optimistic about edge AI's growth, Taiwanese IC design houses take a more pragmatic view.
Taiwan's solar industry is facing a severe setback due to amendments to three key laws: the Environmental Impact Assessment Act, the Act for the Development of Tourism, and the Geology Act. Large-scale solar projects will be comprehensively impacted, possibly causing green energy supply to stall and forcing Taiwan's semiconductor sector, critical to national security, into unprecedented strategic dilemmas under RE100 commitments.
The 66th edition of the global TOP500 supercomputer rankings was officially released at the 2025 International Conference for High Performance Computing, Networking, Storage, and Analysis (SC25). The dominance of the US in high-performance computing (HPC) was yet again put into the spotlight during the conference, with other notable highlights including Europe's Jupiter becoming the first exascale system on the continent. Taiwan also earned a spot on the list.
Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly lowering the costs of mass attacks. The company's findings come after detecting unusual activity in September and conducting a 10-day investigation that involved blocking accounts, notifying affected organizations, and reporting details to authorities.
More coverage
