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Nov 14

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.

China's supernode boom sends warning to Nvidia

Nov 14

China's AI silicon enters the Gulf with SenseTime at the helm

Nov 14

Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production

Nov 14

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

Nov 14

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AISamsung commits US$31 billion to AI and semiconductor production in South Korea over five years

Nov 17, 09:46

Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment aims to bolster the country's position in the global semiconductor industry while expanding operations in AI data centers, batteries, and display technologies through its subsidiaries, also supporting balanced regional development.

SERVER, IPC, CLOUD COMPUTING, IOTGoogle to invest US$40 billion in Texas for cloud and AI data center expansion by 2027

Nov 17, 09:11

Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.

SOFTWARE, BIG DATAApple’s 15% truce with Tencent: A small cut, a big shift

Nov 17, 09:09

Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling payments for the platform going forward. This development could resolve a protracted dispute over WeChat mini programs on iOS devices and represents a significant milestone in China's tech industry negotiations with Apple.

SERVER, IPC, CLOUD COMPUTING, IOTFormer Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks

Nov 17, 08:58

Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations in AI computing. The company recently raised US$100 million for this endeavor.

ICT MANUFACTURINGIndia roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Nov 17, 07:46

Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs.

AIQisda deepens AI push

Nov 17, 07:46

Qisda chairman Peter Chen said the company's third-quarter 2025 performance was weaker than previous years' seasonal peaks, mainly due to currency fluctuations and tariffs. He noted that US demand has been clearly soft since the third quarter of 2025. He expects the fourth quarter to remain flat amid lackluster promotional events for Thanksgiving, Singles' Day, and Christmas.

ICT MANUFACTURINGTainan to host AI factory focused on drones, medical devices, and manufacturing

Nov 17, 07:45

SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference services. The initiative targets the drone, medical technology, and traditional manufacturing sectors, positioning itself as a counterweight to a market currently dominated by global tech giants focusing resources on training large language models.

AISalesforce brings AI Agents to Taiwan, aims to accelerate enterprise transformation

Nov 16

Salesforce, the global enterprise software giant, hosted Salesforce Innovation Day Taipei on November 13, unveiling its latest agent-based AI platform, Agentforce 360, designed to help companies accelerate their journey toward the "Agentic Enterprise" era.

PC, CEXiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team

Nov 16

Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is viewed as a strategic asset for Xiaomi, which has consistently prioritized lightweight AI models and edge computing over competing directly in large-parameter model scales.

SOFTWARE, BIG DATATaiwan's AutoSys expands beyond cars, targeting drones and robotics

Nov 16

Taiwan-based automotive software developer AutoSys Intelligent is broadening its horizons beyond self-driving cars. Building on its core expertise in autonomous driving systems, the company plans to extend its intelligent software and system technologies to drones, robotics, and other AI-driven platforms, marking the start of a multidimensional growth strategy.

ICT MANUFACTURINGAbility Enterprise eyes new SoC development integrating neural network engine

Nov 16

Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand.

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