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TSMC held its 2025 sports day on November 8 at the Hsinchu County Stadium. Founder Morris Chang, 94, was absent due to health issues, sparking worries about his condition and fueling speculation that Nvidia CEO Jensen Huang's visit to Taiwan might be related to checking on him....

Germany's automotive market, traditionally the toughest European stronghold for Chinese brands, recorded a V-shaped recovery in October 2025, with cumulative vehicle sales turning positive for the first time this year. Overall sales rose 0.5% year-over-year (YoY), signaling resilient demand in Europe's largest auto market....

The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With power density per rack rising, traditional AC-based infrastructure faces limitations, prompting a search for more efficient energy solutions. High-voltage direct current (HVDC) architectures paired with solid-state transformers (SST) are emerging as leading options for next-generation power management, although commercialization faces significant hurdles....

As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response, major European and US power semiconductor makers, including STMicroelectronics (STM) and Onsemi, are rolling out advanced power-management technologies to enhance efficiency, reduce heat, and lower overall system costs....

On November 2, local US time, Nvidia made history by sending its powerful H100 GPU into orbit for the first time. Just two days later, Google CEO Sundar Pichai announced that the company's TPU chips would soon follow, signaling the start of an unprecedented new frontier — the race to build gigawatt-scale AI data centers in space....

AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan's tech exports....

As Taiwan's machinery sector enters its 80th year in 2025, the industry is under growing strain from tariffs and currency volatility, forces beyond its control. With regional competition heating up, local manufacturers are reassessing how to stay competitive and sustain growth....

Microsoft has announced the launch of its new MAI Superintelligence Team, led by AI chief Mustafa Suleyman, marking a significant step in the company's long-term AI strategy. The initiative, now hiring more than 100 positions across multiple US cities and London, UK, is widely viewed as a direct response to Meta Platforms Inc.'s growing ambitions in the superintelligence space....

The Asia-Pacific Space Community Council (APSCC) held its annual meeting in Taipei this week, marking both Taiwan's first time hosting the international gathering and APSCC's inaugural visit to the island in its 31-year history. APSCC President Terry Bleakley said that although Taiwan's visibility in the satellite industry has historically been limited, its strong supply chain is gaining recognition as the sector moves into mass production....

Nan Yang Industries, a subsidiary of Sanyang Motor (SYM), anticipates a recovery in Taiwan's automotive market by the end of 2025, with annual sales volume expected to hold steady at around 400,000 units, according to company vice president Sing-sheng Chan during an interview on November 6. Pointing to a "late surge" as a result of government policies, Chan noted that Hyundai Motors aims to continue growing its market share as conditions improve in 2026....

South Korea's two largest memory chipmakers, SK Hynix and Samsung Electronics, are reportedly finalizing supply agreements with Nvidia for next-generation high-bandwidth memory (HBM4), according to ETNews and The Seoul Economic Daily....

Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European chip design clients and a sharp increase in electronic design automation (EDA) licensing fees....

The 2025 International Motorcycle and Accessories Exhibition (EICMA) opened on November 6 in Milan, marking an annual highlight for the global two-wheeler industry. Taiwanese scooter brand Sanyang Motor (SYM) is a returning exhibitor at the event, where it unveiled multiple new models that blend natural inspiration with future technology....

Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which create uncertainty in the supply chain and demand. The PC market demand has also not picked up because AI PCs have yet to materialize. Additionally, continuous layoffs at major US tech companies have raised concerns that business PC demand will decline....

China's Wingtech Technology is facing renewed strain as its Dutch subsidiary Nexperia becomes mired in a leadership and supply chain dispute, while a state-backed shareholder prepares to cut its holdings. The dual challenges highlight deepening tension between Nexperia's Dutch management and Chinese operations, further clouding Wingtech's stability and global semiconductor ambitions....

China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more power than Nvidia's. The initiative seeks to ease financial pressure on major tech firms such as ByteDance, Alibaba, and Tencent after Beijing's ban on Nvidia's processors, while advancing the nation's local semiconductor ecosystem....

Foxconn is accelerating its digital health strategy by collaborating across medical systems, long-term care institutions, and other industries to create a seamless chain. The strategy will focus on connecting clinical care, long-term care, and home healthcare. Foxconn has signed memorandums of understanding with Nobel Medical Group and formed partnerships with Mackay Memorial Hospital and Shiangbao Longterm Care Group to pilot integrated smart long-term care models. It aims to drive industry convergence through evidence-based and scalable deployments, helping Taiwan establish a comprehensive digital health ecosystem spanning inpatient to outpatient settings....

US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities....

Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027....

In a bid to fully integrate domestic aircraft manufacturing and logistics, Taiwanese aerospace company Aerospace Industrial Development Corporation (AIDC) announced on November 6 that its Brave Eagle project has passed the international AS9110 quality maintenance management system certification. This achievement marks AIDC's recognition under global standards for both aircraft production and maintenance....