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China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South Korea's memory sector, especially since CXMT reached this level in under a year after pivoting from low-cost DRAM to premium development in early 2025....

Medical device maker TaiDoc is optimistic about prospects in multifunctional personal physiological monitoring platforms amid growing awareness worldwide for suboptimal health conditions, with significant growth expected for the company's two main product lines: multiparameter measurement platforms and consumer smart ring devices....

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy....

Taiwan's tech industry is set for a major transformation in international expansion, amid the ongoing restructuring of global supply chains and geopolitical shifts. In his capacity as chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), Hon Hai (Foxconn) chairman Young Liu has pledged to replicate Taiwan's science park model overseas, a bid welcomed by many small and medium-sized enterprise (SME) owners, who hope for swift implementation of such plans....

As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their presence in high-end AI servers and prompting interest in electric double-layer capacitor (EDLC) solutions within passive components....

Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper, integrated AR models. The industry sees AR as the next personal computing device tied closely to smartphones....

Taiwan's Ministry of National Defense has opened bidding for what officials say will be the country's largest military drone purchase yet, a five-model program covering 48,000 unmanned aircraft valued at up to NT$50 billion (approx. US$1.55 billion). The tender lays out technical requirements for drones to be delivered between 2026 and 2027 and signals the start of mass production for Taiwan's fast-growing defense UAV industry....

The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With Google's Gemini 3 launch expected to reset the competitive landscape, according to multiple market sources cited by the Financial Times, concerns have emerged about potential impacts on Nvidia's market position....

China's industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan Strait, prompting Taiwan Cement Corporation (TCC) to accelerate its overseas expansion. The company is leaning on high-margin, low-carbon cement operations in Turkey and Portugal, along with its fast-growing European energy-storage business, as its next major growth engines. TCC said its Europe-Africa cement operations and new-energy ventures have become its third and fourth pillars, and it is targeting Europe's coming wave of urban renewal and a EUR10 billion (approx. US$11.5 billion) electricity-market opportunity....

China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to stop using foreign hardware for model development....

TSMC, seeking to balance advanced manufacturing with ecological stewardship, has launched a biodiversity initiative centered on one of the planet's most essential pollinators: the honeybee. In partnership with Tunghai University's Department of Life Sciences and local beekeepers in Hsinchu, Taichung, and Tainan, the company has introduced the "Ji Mi" program—TSMC-branded honey—to support bee conservation and strengthen local ecosystems....

As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity Carnival 2025 held on November 26, 2025, in Taipei, IDC senior research analyst Yvette Lin stressed that amid geopolitical tensions and rising operating costs, manufacturers must treat cybersecurity not as a simple cost of protection but as a core competitive advantage that ensures uninterrupted production and reinforces operational resilience....

Taiwan's top-6 electronic ODMs, the Big Six, upgrade net-zero strategies, pushing from green power adoption to co-creating sustainable supply chains....

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move advances 3Peak's push to become a global platform-based provider of analog and mixed-signal solutions....

Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid lithium-ion battery technology in the mass production of batteries for hybrid electric vehicles (HEV). Beijing Hoshikawa has highlighted that the new batteries will be deployed in new vehicle models launched by BAIC in early 2026....

The rapid expansion of artificial intelligence (AI) workloads is forcing a fundamental redesign of data center infrastructure, driving historic memory shortages and opening a rare market window for alternative memory technologies, according to Chuck Sobey, founder of ChannelScience and general chair of the Chiplet Summit....

Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its DRAM development teams to regain momentum in the premium AI memory market....

Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy, energy storage is increasingly being accepted as a new opportunity....

A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising at record speed, pressuring margins across smartphones, PCs, home NAS devices, and industrial touch terminals....

Baidu is reportedly preparing its biggest workforce reduction in seven years, trimming staff across key divisions and reshaping its AI model unit by the end of 2025. The overhaul follows a sharp slowdown in advertising sales and rising pressure to shift spending to growth areas....