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Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly outpacing....

Following the November 29, 2025, launch of the Formosat-8 satellite and several accompanying CubeSats, all spacecraft have successfully established contact with ground stations—marking the completion of their first mission phase. Taiwanese researchers say CubeSats offer a cost-efficient platform for building satellite constellations suited for communications, Earth observation, and space science. With mature technologies now in place, they argue that academia, industry, and government can pursue increasingly meaningful missions. Since rocket launches remain the largest expense, broader deployment will depend on falling launch costs....

As AI technology matures, robotic applications are flourishing across industries, with many seeking new business opportunities. However, challenges vary when it comes to actual implementation. Kevin Chiang, COO of Dunqian, Taiwan's largest hotel operator, recently stated that current hotel robots should focus on repetitive, high-frequency tasks requiring minimal communication. He noted that the hospitality industry highly values emotional interaction, and only as AI and sensing technologies advance will robots be able to handle more complex scenarios....

As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems....

In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable....

Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025 climbed to NT$7.24 trillion, up 16.63% year-over-year and a record for the period....

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising 11.64% from NT$2.032 billion a year earlier....

Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue for November 2025, a decline of 3.5% from a year earlier and 5.1% from October. The company attributed the slowdown to the fourth quarter's traditional weak season for consumer electronics and to rising global uncertainty driven by trade-policy shifts and geopolitical tensions, which have made brand customers more cautious in both marketing and procurement....

As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging, led by Europe's long-established Tier-1 suppliers....

Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift....

UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December 4, 2025. The two companies will explore collaboration opportunities for 8-inch wafer production within the US, targeting growing demand from automotive, data center, consumer electronics, aerospace, and defense industries....

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."...

Samsung Electronics has reportedly passed quality verification for its high-bandwidth memory (HBM) used in Alphabet's next-generation AI chip, the Tensor Processing Unit (TPU), and secured supply contracts through 2026. Alongside existing HBM3E supplies, Samsung expects its 2026 orders to grow more than threefold compared to 2025....

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development....

The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands and supply chain players face the same five major barriers that must be addressed....

Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects the industry's pivot toward high-margin DDR5 and HBM for AI applications, driven by surging GPU and AI chip demands....

At the opening day of the Healthcare+ Expo in Taipei, HiMEDt—co-founded by Foxconn and the Industrial Technology Research Institute (ITRI)—held its fourth annual symposium, outlining a new blueprint for healthcare in Taiwan. The event highlighted progress in next-generation hospital information systems, digital-twin-driven multimodal medical models, and real-world applications of collaborative robots....

Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference GPUs....

After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen its sales restrictions....

China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand and long-term order shifts. The company has approved a NT$650 million (US$20.8 million) investment to add production lines for tungsten carbide (WC), ammonium paratungstate (APT), and tungsten powder, with mass production planned for September 2027 and targeting high-end uses such as PCB drill bits....