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The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese parent company, Wingtech Technology. While the move has softened diplomatic friction between the Netherlands and China, the supply-chain turmoil triggered by the dispute continues to ripple outward, forcing European and Japanese automakers to cut production....

US lawmakers are advancing bipartisan legislation to prohibit companies receiving federal semiconductor subsidies from purchasing chipmaking equipment manufactured in China for the next decade. The proposal aims to harden supply chain security and ensure that American tax dollars do not indirectly strengthen Beijing's technology sector....

The next stage of the future factory will be the era of Physical AI. At Hon Hai Tech Day (HHTD25) held on November 21, Foxconn chief digital officer Zhe Shi stated that future factories will be driven by an AI "brain," empowering various robots, machines, and automated equipment with perception, understanding, and autonomous action capabilities....

Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new industry projections. The increase would represent a 163% jump from 2024 and could significantly narrow the company's long-standing performance and capacity gap with TSMC....

Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development....

SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware. The Information reports the site is expected to enter production in the first quarter of 2026, as part of a wider White House–backed investment framework announced in January 2025 that includes SoftBank's US$18 billion commitment....

Mitsubishi Fuso Truck and Bus Corporation (MFTBC) is drawing on its nine decades of experience as it seeks new opportunities in the global bus market. According to Katsuto Kora, director and head of Fuso Bus, the Fuso brand is "deeply rooted in Japan but unmistakably international," reflecting both its longevity and global reach....

Foxtron Vehicle Technologies, the electric-vehicle subsidiary of Foxconn, used the company's annual Hon Hai Tech Day (HHTD 25) on November 21, 2025, to underscore its expanding ambitions in the EV sector. The company unveiled upgraded versions of its three core models—the Model D, Model U, and Model T—highlighting advances in product maturity, intelligent systems, and vehicle safety. The refreshed lineup is also designed to support Foxtron's CDMS business model, which offers brand customers a broader range of customizable options....

On the opening day of Hon Hai Tech Day, Foxconn introduced a new reference EV, the Model A—its most concentrated focused push yet to tailor electric vehicles for specific industries and use cases. Jun Seki, chief strategy officer for the company's electric-vehicle business, unveiled three distinct versions of the Model A on the main stage, each designed for different commercial and consumer needs. The vehicles combine advanced AI features with a modular component architecture aimed at driving down costs and broadening application scenarios....

The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth....

Foxconn chairman Young Liu stated that the company would announce a collaboration with OpenAI at Hon Hai Tech Day (HHTD25). On the morning of November 21, Foxconn confirmed it will work with OpenAI to design next-generation AI infrastructure hardware and manufacture it in the US. OpenAI CEO Sam Altman later appeared via video call at HHTD25 to outline the partnership....

The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act (NDAA), sources told Bloomberg and Axios. The move could benefit chipmakers Nvidia Corporation and Advanced Micro Devices (AMD) by preventing export restrictions to China....

Hon Hai Tech Day (HHTD) opened on November 21, 2025, with founder Terry Guo present, as chairman Young Liu again rejected the long-held view that Foxconn is only a contract assembler. He underscored that the company's real competitive strength comes from its fully integrated technology, manufacturing, and process-engineering stack....

Intel CEO Lip-Bu Tan has rejected reports that a new company hire brought confidential TSMC information into the US chipmaker, calling the allegations unfounded....

At Hon Hai Tech Day (HHTD25), Ankit Khaitan, Head of International Business for Uber AI Solutions, said that last month's announcement of a three-way partnership among Nvidia, Foxconn, and Stellantis marks the beginning of a new chapter in global autonomous-driving development....

US semiconductor company Marvell Technology has announced plans to significantly increase its workforce and research spending in India, aiming to meet the surging global demand for AI infrastructure. Navin Bishnoi, Marvell's India head, told Reuters the company intends to grow its 1,700-strong Indian team by 15% annually over the next three years, though details of the expanded R&D budget were not disclosed....

Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages....

Yulon Motor held an online investors' briefing on November 19, focusing on three themes: its response to reports that it may sell its Luxgen brand and the status of the N5 model; current conditions in Taiwan's auto market; and the company's plans for future growth....

E Ink Holdings chairman Johnson Lee said the company reached its full-year 2025 targets ahead of schedule in the third quarter, setting the stage for record annual profit. "We're basically celebrating Christmas early," he joked, noting he is not concerned about the expected seasonal softness in the fourth quarter....

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025....