Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.

Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global defense market. Former Taiwan Association of Machinery Industry (TAMI) chairman Alex Ko emphasized that the past decade has been marked by unprecedented global economic shifts and challenges for the sector.

Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years. Consolidated revenue for the first ten months climbed 45.1% to NT$2.835 billion, driven by robust demand for thermal imaging and IoT lenses.

Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.

Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver energy-efficient and highly reliable AI data center solutions worldwide.

TSMC's annual sports day will take place on November 8 at the Hsinchu Municipal Stadium, drawing not only the company's founder, Morris Chang, and several retired executives, but also Nvidia CEO Jensen Huang, who reportedly arrived in Taiwan quietly on November 6. Sources said Huang plans to attend the event early Saturday morning, where he may join Chang and other senior leaders for a tour around the venue and once again express public gratitude for TSMC's strong support and the critical role of Taiwan's supply chain to Nvidia.

AI startup Anthropic is reportedly on track to generate US$70 billion in revenue by 2028, fueled by growing enterprise adoption and rapid expansion in API sales. TechCrunch, referencing The Information, reveals the company anticipates US$17 billion in cash flow accompanying its projected revenue growth.

Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers. Garman highlighted South Korea as a prime market for AI innovation and positioned AWS as a key "AI innovation partner" for local enterprises, expressing particular optimism about the development of agentic AI.

China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.

Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the US. Japan aims to invest US$550 billion, South Korea US$350 billion, Malaysia US$70 billion, and Taiwan reportedly plans US$400 billion, though trade and diplomatic officials have not confirmed the latter figure.