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Monday 17 November 2025
Ceva's chief strategy officer says edge AI trend is set; physical AI to reshape chip industry
IP provider Ceva held its Technology Symposium this week in Hsinchu, showcasing multiple edge AI technology solutions co-developed with partner IC design houses. Ceva chief strategy officer Iri Trashanski stated that the future potential of the edge AI market is enormous.
Monday 17 November 2025
Shuang Bang expects demand recovery in 2026, maintains cautious outlook on performance
Shuang Bang anticipates demand for its three main product lines to rebound in 2026 amid easing US reciprocal tariffs and depleted brand inventories, with a cautiously optimistic view on overall performance. The company foresees a sales recovery during the peak season in the first half of 2026, President Hsu Yu-Chuan said.
Monday 17 November 2025
Korean startup launches AI recruitment platform for global talent
Korean startup Jably detailed its AI-driven recruitment and visa-management platform, K-tag, during the 2025 Pangyo Global Media Meet-Up, positioning the service as a data-centric solution to rising global talent demand in Korea, Japan, and Taiwan. The platform, launched in September 2024, generated US$770,000 in revenue within its first four months.
Monday 17 November 2025
AUO and Darwin Partner with Tungs' Hospital to launch AI-driven rehab system
As Taiwan officially enters the era of a super-aged society, the nation's healthcare industry is turning to smart technology to address the growing needs of its elderly population. In a move that blends medicine with next-generation display and sensing technologies, AUO Corporation and Darwin Precisions Corporation have partnered with Tungs' Taichung MetroHarbor Hospital to develop an immersive rehabilitation system that combines Micro LED transparent displays with 3D AI motion-sensing technology.
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory.
Monday 17 November 2025
Alibaba denies US national security claims; China embassy calls allegations baseless
Alibaba has been accused by the US government of providing data and technical support to China's military, posing a threat to American national security. Both Alibaba and the Chinese Embassy in Washington have strongly denied these allegations, criticizing the US for lacking evidence.
Monday 17 November 2025
South Korean firms sound alarm over Vietnam's tech incentive reforms
According to Reuters, South Korean companies, led by tech giant Samsung Electronics, are voicing significant concern over Vietnam's proposed reforms to high-tech investment incentives, warning the changes could inflate costs and deter future foreign investment.
Monday 17 November 2025
India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging
Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs.
Monday 17 November 2025
Qisda deepens AI push
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.
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup and steady consumer electronics demand.
Monday 17 November 2025
Tainan to host AI factory focused on drones, medical devices, and manufacturing
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.
Sunday 16 November 2025
Taiwan's AutoSys expands beyond cars, targeting drones and robotics

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.

Sunday 16 November 2025
Ability Enterprise eyes new SoC development integrating neural network engine
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.
Sunday 16 November 2025
China's economy faces multiple pressures as investment uncertainty rises
The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry associations, with extensive membership and investments. At the event, CNFI's Rock Hsu and chairman Chun-jung Pan presented the 2025 CNFI white paper to President William Ching-te Lai.
Sunday 16 November 2025
Taiwan supply chain chases AI growth after missing initial wave
Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the Taiwan Institute of Economic Research (TIER). Supply chains that caught the first wave of Nvidia-led AI demand have seen significant profit growth since the second half of 2023.
Saturday 15 November 2025
Wieson sees strong growth as AI and HPC markets boost demand for connectors
Wieson reported significant gains in its third-quarter 2025 results, driven by heightened demand for connectors in artificial intelligence (AI) servers and high-performance computing (HPC) equipment. The company's entry into the AI supply chain contributed to improved operational performance and stronger order momentum, positioning it well for ongoing expansion in these sectors.
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company's general manager Ying-Shuo Lin.
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation is driving significant expansion in the backend chip testing market. With increasingly complex AI chip architectures, advanced testing durations and complexities have risen sharply compared to before.
Friday 14 November 2025
Brinno targets Middle East defense market at Dubai Airshow 2025
Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition, to expand into the Middle East defense sector.
Friday 14 November 2025
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.
Friday 14 November 2025
Taiwan raises foreign worker hiring standards to protect local labor conditions
As the global AI surge continues to benefit TSMC and other semiconductor supply chain players, Taiwan's government is tightening the criteria for employing foreign migrant workers to safeguard employment conditions for both domestic and overseas labor. This move aims to prevent downstream electronics assemblers and traditional industries from using migrant labor solely to cut costs, which could indirectly suppress wages for Taiwanese workers.
Friday 14 November 2025
Qisda slows acquisition drive, shifts focus to local drone supply chain
Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration and accelerating its push to localize Taiwan's drone supply chain.
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.

Friday 14 November 2025
Pegatron chairman urges Taiwan to adopt AI beyond manufacturing
Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on November 13. During the opening ceremony, he stated that Taiwan has long played a key role in the technology industry chain, highlighting that while Taiwan excels in manufacturing technology products for export, it is a missed opportunity if it does not use it domestically. He emphasized that Taiwan should not only create export value through artificial intelligence (AI) but also use it to enhance the well-being of its citizens.
Friday 14 November 2025
Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback
SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing dominance in industrial automation and simultaneously marks a substantial withdrawal for Europe from the rapidly evolving, AI-driven robotics race.