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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....

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy....

Electronics components distributor Audix saw its manufacturing division revenue drop 13% year-on-year in the first three quarters of 2025. Its share of voice coil motor (VCM) products is also declining, affected by weak end-market demand and China's rare earth export controls. Audix stated that it has switched production lines to non-rare-earth magnets to reduce geopolitical impact and is simultaneously expanding AI server testing capacity, with revenue contributions expected to emerge gradually....

WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%....

Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising debt levels, according to The Wall Street Journal. This trend is shifting their financial models toward those typical of capital-intensive industries like semiconductor manufacturing....

Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to...

The European Commission (EC) has introduced the Digital Omnibus package, a set of proposals intended to harmonize and update key digital laws across the EU. According to Bloomberg, Reuters, and Deutsche Welle (DW), the initiative postpones the enforcement deadline for high-risk artificial intelligence (AI) rules under the AI Act from August 2026 to December 2027, affecting multiple sectors, including biometric identification, healthcare, and law enforcement....

Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically optimistic, once again rejecting claims that artificial intelligence (AI) is drifting toward a bubble. He highlighted the overwhelming demand for Blackwell chips and cloud GPUs, which continue to sell out across major customers, as evidence of lasting momentum....

China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese system makers and suppliers are replacing imported components with locally designed chips, propelling the IC design industry into one of its strongest growth phases in decades....

Google officially opened a new office in Taipei's Shilin District on November 20, marking its largest AI infrastructure, hardware research, and development center outside its headquarters in the US. According to Google Cloud Platford R&D General Manager Greg Moore, the company aims to leverage Taiwan's comprehensive supply chain and manufacturing capabilities to accelerate project development cycles by up to 40%....

Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will focus on advancements aligned with the company's 3+3+3 development strategy across computing, manufacturing, and real-world applications; this includes AI Factory, robotics, smart manufacturing, and electric vehicles....

Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year. The company plans to expand local chip packaging and testing capacity in the US over the next four years, drawing significant attention from the semiconductor industry....

Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial intelligence as the company's second major growth trajectory, according to CEO Neo Yao....

As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup units (BBUs) observed over the past two years, with particular growth anticipated in 2025. Shipment delays due to capacity limits persisted until new production expansions were completed in the fourth quarter of 2025. The introduction of a new 110kW power shelf is currently undergoing customer validation and is set to begin volume shipments in the second quarter of 2026, supporting the acceleration of AI applications....

During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the company anticipates gross margin performance to exceed 2024 levels, driven by fully ramped production capacity in Vietnam and a more competitive cost structure....

Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate AI, semiconductor, and advanced research, signaling a strategic focus on long-term innovation and competitiveness amid intensifying global industry pressures....