Largan Technology posted November revenue of NT$5.303 billion (approx. US$170 million), reflecting a 15.3% decrease from October and an 11.84% drop compared to November of last year, according to company data. The cumulative revenue for the first 11 months of 2025 totaled NT$55.509 billion, marking a 3.14% increase year-over-year.

Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing its market capitalization beyond CNY300 billion at one point.

Corning and Optiemus Infracom have inaugurated a new Gorilla Glass finishing facility in Tamil Nadu, marking a major step in India's push into high-value electronics components. The plant, operated by their joint venture BIG Tech, will produce 30 million cover-glass units annually in its first phase.

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers.

According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple.

As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to recoup.

DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while Apple's impact became more pronounced starting in the second half.

OpenAI CEO Sam Altman has reportedly engaged in discussions to invest in or acquire Stoke Space, a rocket manufacturer, aiming to develop space-based data centers and compete with Elon Musk in the aerospace sector, The Wall Street Journal (WSJ) reported.

Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble.

India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.