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Monday 10 November 2025
South Korea highlights AI push at Daegu Expo as President Lee rallies industry leaders
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse.
Monday 10 November 2025
Chenbro eyes automated US factory as AI drives server growth
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in 2025, barring any unexpected circumstances. Company CEO Corona Chen highlighted that new customer projects continue to pour in, fueling optimism for double-digit growth in 2026.
Monday 10 November 2025
Taiwan's October exports hit single-month record high
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.
Monday 10 November 2025
Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.

Monday 10 November 2025
Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine years. The figure represented a 9.04% increase from September's NT$1.06 billion and a 114.96% surge compared with the same month in 2024.
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.
Monday 10 November 2025
China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on November 9 that it would suspend export controls on critical minerals like gallium, germanium, antimony, and graphite, signaling eased US-China tensions and a gradual restoration of technology and raw material supply chains.

Monday 10 November 2025
India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric,
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable: the back battery unit, or BBU. Increasingly, these BBUs are being equipped with Electric Double Layer Capacitor (EDLC), a shift that's already reshaping the industry.

Sunday 9 November 2025
Auden Techno turns profitable
RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter and 2.66% year-over-year. The company said it returned to profitability in the first three quarters of 2025, benefiting from traditional seasonal demand and a rebound in the US dollar exchange rate.
Sunday 9 November 2025
Taiwan's machinery makers under pressure from Korean conglomerates and Chinese capital

As Taiwan's machinery sector enters its 80th year in 2025, the industry is under growing strain from tariffs and currency volatility, forces beyond its control. With regional competition heating up, local manufacturers are reassessing how to stay competitive and sustain growth.

Saturday 8 November 2025
Taiwan firms remain committed to local investments despite expansions in US
US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities.
Saturday 8 November 2025
Foxconn builds digital health ecosystem through cross-industry integration
Foxconn is accelerating its digital health strategy by collaborating across medical systems, long-term care institutions, and other industries to create a seamless chain. The strategy will focus on connecting clinical care, long-term care, and home healthcare. Foxconn has signed memorandums of understanding with Nobel Medical Group and formed partnerships with Mackay Memorial Hospital and Shiangbao Longterm Care Group to pilot integrated smart long-term care models. It aims to drive industry convergence through evidence-based and scalable deployments, helping Taiwan establish a comprehensive digital health ecosystem spanning inpatient to outpatient settings.
Friday 7 November 2025
China temporarily halts export controls on rare earths, graphite, and other strategic materials
China's Ministry of Commerce (MOFCOM) and the General Administration of Customs announced on November 7 that they will suspend the implementation of several export control measures that were introduced in October, particularly regarding rare earth.
Friday 7 November 2025
Arm's EVP says AI is no bubble, highlights Taiwan's strategic role
Drew Henry, Arm's executive vice president of strategy and ecosystems and former Nvidia GeForce general manager, emphasized in a recent media interview that artificial intelligence (AI) has redefined computing. He highlighted how Arm secures its position in the rapidly evolving AI ecosystem through specialized, optimized compute platforms with built-in AI capabilities.
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly widening Taiwan's trade surplus with the US, according to Chien-yi Chang, president of the Taiwan Institute of Economic Research (TIER).
Friday 7 November 2025
South Korea's Tesollo unveils human-like robot grippers, wins Techman Robot partnership
South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements. The company recently validated its technology at Kia Motors' manufacturing site and is collaborating with Taiwan's Techman Robot Inc. to launch automation solutions that align with the growing trend of humanoid collaborative robots.
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next three to five years. The company anticipates AI revenue share will steadily increase year over year despite industry-wide exploration of optimal technology paths.
Friday 7 November 2025
Catcher Technology enters AI server chassis market
Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in its early stages, gaining traction only in recent months with entirely new customers. If the company successfully penetrates this market, Hung expects it to contribute significantly to future revenue. Production will leverage Catcher's Taiwan and Suqian, China plants, though Hung did not specify which segment of the server chassis business the company is targeting.
Friday 7 November 2025
Foxconn board member urges Taiwan to speed system design amid Moore's law slowdown
The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's law reaching its physical limits, Taiwan must not only maintain its wafer manufacturing lead but also rapidly advance into system design and packaging markets.
Friday 7 November 2025
Acer unveils new pan-America leadership amid solid 3Q25 performance
Acer Inc. has announced a leadership transition at its Pan-America operations headquarters, as current regional president Gregg Prendergast is set to retire at the end of 2025. Effective January 1, 2026, Chris Chiang and Germano Couy will take over as co-general managers, jointly overseeing operations across North and Latin America. Both will report directly to Chairman and CEO Jason Chen.
Friday 7 November 2025
AI-driven chip shortages disrupt connector and power supplies
The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while availability remains constrained, creating a shortage that has disrupted order patterns among major brands and fueled uncertainty across downstream sectors, including power supply and connector manufacturers.
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than in the same period in 2024. Sequentially, revenue grew 9.4% to NT$3.316 billion (approx. US$107 million), although year-over-year it fell 2.6%. Gross margin stood at 47.2%, down 0.8pp from the previous quarter and 2.1pp compared to a year ago. Operating income reached NT$792 million, rising 6.5% sequentially but declining 14.6% annually.
Friday 7 November 2025
Taiwan machinery leverages AI for defense push
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.
Friday 7 November 2025
Unitree, Tesla take diverging routes in next phase of humanoid robotics

China's Unitree Robotics has launched the H2 humanoid robot, a 50% heavier successor to its H1 model. The design move stands in contrast to Tesla's lightweight Optimus and highlights the diverging engineering paths of Chinese and US humanoid development, potentially spurring advances in materials, structure, and actuation technology.