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Nov 21
OpenAI turns to Foxconn to build next-gen AI hardware in the US

Foxconn chairman Young Liu stated that the company would announce a collaboration with OpenAI at Hon Hai Tech Day (HHTD25). On the morning of November 21, Foxconn confirmed it will work with OpenAI to design next-generation AI infrastructure hardware and manufacture it in the US. OpenAI CEO Sam Altman later appeared via video call at HHTD25 to outline the partnership.

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.

Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan Science Park, the company has launched several drugs in the world's largest pharmaceutical markets, including the US and Canada, and aims to introduce one new drug to the market each year to sustain growth momentum.

Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks jointly showcased their first collaborative achievement: distributed AI data-center technology, on November 20 at the NTT R&D Forum 2025 in Tokyo.

Nvidia pushes quantum computing toward 2027 breakthrough
Nov 23
Nvidia is positioning quantum computing for mainstream adoption through a new connectivity system that links quantum processors with artificial intelligence accelerators. CEO Jensen Huang told attendees at the Supercomputing 2025 conference in November that the technology is nearing a pivotal shift from research labs to enterprise deployment. Industry analysts expect the sector to deliver measurable commercial value by 2027.
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI.

Hon Hai Tech Day (HHTD25) focused on the role of physical AI in future factories, featuring humanoid, task-specific, and service robots on-site and demonstrating how AI can train them through digital-twin simulations based on real production-line needs.

After Hon Hai Tech Day (HHTD25), Foxconn chairman Young Liu stated that Taiwan's position on nuclear energy is shifting as power supply demand is increasing to support AI compute growth. Foxconn and OpenAI will co-design next-generation AI data centers, defining the full architecture from power and cooling to IT systems.
Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient power grid plan and a surge in electricity demand from semiconductor overseas expansion and AI data centers, the company announced during its recent investor conference.
Rapid advances in AI technology have exposed fundamental network bottlenecks, since traditional connections can no longer keep up with the massive transmission demands of AI. Billions of dollars have thus been funneled into photonic chip startups, amid an ongoing seismic shift in how chips communicate.
The next stage of the future factory will be the era of Physical AI. At Hon Hai Tech Day (HHTD25) held on November 21, Foxconn chief digital officer Zhe Shi stated that future factories will be driven by an AI "brain," empowering various robots, machines, and automated equipment with perception, understanding, and autonomous action capabilities.
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.