US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data center located in Tokyo.

Taiwan is experiencing the highest weekly average of cyberattacks in the Asia-Pacific region, distinguished by a notably large share of attacks targeting the "impact" phase, according to Fortinet's latest threat intelligence data. Derek Manky, Fortinet's global threat intelligence vice president, shared insights with DIGITIMES, revealing Taiwan's cybersecurity landscape deviates significantly from global patterns observed in the first three quarters of 2025.

Rising power consumption in AI accelerators is pushing chipmakers to seek new thermal solutions. Jentech Precision general manager Lin Chin-lung said the company developed its Microchannel Lid a decade ago, yet the technology drew little interest until chipmakers began revisiting it over the past three years, with momentum accelerating in the last two. Customers are now focused on its two core benefits: substantially stronger heat dissipation and thinner system design, both critical for next-generation AI servers.

The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage in the market. To address this trend,Formosa Plastics subsidiary Nan Ya Plastics and Japan's leading manufacturer Nitto Boseki (Nittobo) have announced a strategic partnership focused on specialized glass-fiber fabrics.

Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.

Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade.

Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.

According to Bloomberg, Reuters, and Mint, Digital Connexion, a joint venture between Mukesh Ambani's Reliance Industries, Canada-based Brookfield Asset Management, and US-based Digital Realty Trust, announced that it will invest US$11 billion by 2030 to develop a 1GW artificial intelligence-native data center campus in Visakhapatnam, Andhra Pradesh.

According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam, Andhra Pradesh, the company said on Friday. The investment will be made through AdaniConneX, a joint venture between Adani Enterprises and private data center operator EdgeConneX.

Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut post, he targets the AI boom and warns that Nvidia may now sit in the same systemic hotspot Cisco occupied during the dot-com era.