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Thursday 13 November 2025
Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
Thursday 13 November 2025
Huawei's new wave of inventions hints at a rewired future for AI computing
Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...
Thursday 13 November 2025
Huawei converts R&D might into patent power and AI momentum
Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...
Thursday 13 November 2025
Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...
Thursday 13 November 2025
Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...
Thursday 13 November 2025
AgiBot's corporate shake-up signals China's humanoid robot listing wave
Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan.
Thursday 13 November 2025
Humanoid robots to debut in smart factories by 2026 as AI accelerates deployment
The rise of artificial intelligence (AI) is accelerating the shift from conceptual smart manufacturing to real-world application, with Qisda chairman Peter Chen forecasting the debut...
Thursday 13 November 2025
AI data center power consumption drives SOFC deployment in Taiwan
Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...
Thursday 13 November 2025
Microsoft, Google pour billions into Europe to build the next AI compute hub
Microsoft and Google have unveiled plans to expand their artificial intelligence (AI) infrastructure in Europe with a combined investment of more than US$16 billion. The initiatives...
Thursday 13 November 2025
Column: Quantum communication races toward commercialization despite unresolved challenges
Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate...
Wednesday 12 November 2025
Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
Wednesday 12 November 2025
Foxconn chairman responds to Luxgen acquisition rumors
Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales...