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US President Donald Trump is reportedly preparing to sign an executive order on Nov. 24 to launch a national artificial intelligence (AI) initiative dubbed the "Genesis Mission," according to Department of Energy officials cited by Bloomberg. The effort is designed to boost US AI development and frame the technology race as a strategic contest on par with the Manhattan Project and the space race....

Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing capabilities. In an interview with investor Ron Baron, Musk highlighted the company's expanding AI chip requirements and expressed concerns over reliance on external foundries such as Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics....

Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech) has raised prices for distributors and direct customers, with new rates taking effect immediately and certain products rising by up to 30%. The move has sparked debate over whether the passive component sector is approaching a rare "once-in-a-decade" cyclical peak....

King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that its own chip beads, inductors, and coils also consume significant volumes of silver paste. But with a far smaller scale than Yageo and Tai-Tech Advanced Electronics, the company does not plan to raise prices in 2025, while leaving open the option to follow peers if raw-material costs continue to climb....

Taiwan-based LED manufacturer Ligitek Electronics announced plans to enter the silicon photonics (SiPh) sector, investing tens of millions of New Taiwan dollars in cleanroom equipment and talent expansion by the first quarter of 2026. The company aims to diversify revenue streams by boosting contributions from invisible light, automotive, and engineering sectors while reducing dependence on LED components, projecting 2026 revenue to surpass that of 2025....

China's self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market remains dominated by American suppliers, who control nearly 70% of the sector. Against a backdrop of rising Sino-US geopolitical tensions, Chinese chipmakers and autonomous driving solution providers are ramping up efforts to reduce reliance on foreign technology and accelerate domestic innovation....

Yulon Motor held an online earnings call on November 19, 2025, after which it responded to market speculation regarding the potential sale of its Luxgen brand and whether the launch schedule of the N5 model would be adjusted....

Concerns over consumer electronics demand are increasing because of the memory price surge. Analysts warn that this could hurt the profits of downstream foundries. However, Pegatron Chairman T.H. Tung emphasized in an interview that memory price fluctuations have no direct impact on foundry profitability, and that Taiwan's electronics industry is well-experienced in handling such cyclical trends....

The Yulon Group is set for a high-stakes week, with a string of online investor briefings scheduled from November 19 to 20 by Yulon Motor, Nissan Taiwan, China Motor, Yulon Finance, and Kian-Shen. But industry attention is overwhelmingly focused on one issue: the widely circulated expectation that Foxtron Vehicle Technologies—a joint venture between Yulon and Foxconn—will acquire Yulon Motor's homegrown Luxgen brand....

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets....

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%....

After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf nations as they ramp up their AI capabilities. Each company will receive computing power equivalent to 35,000 Nvidia GB300 processors. These chips are part of Nvidia's Blackwell series and arguably the most advanced AI chips currently available. The exports are contingent on strict security measures and reporting requirements, including provisions designed to prevent diversion to foreign adversaries or Chinese technology....

Kuan-Cheng Hsu, ASML's Taiwan and Southeast Asia customer marketing head, highlighted that AI-driven semiconductor demand is entering its strongest growth cycle ever, accelerating global GDP contribution, advanced process development, and lithography breakthroughs....

Recent reports of former Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Wei-jen Lo returning to Intel amid a 2-nanometer process leak have sparked industry concern....

Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets....

Amid the global RE100 movement and intensifying net-zero transition, electricity has shifted from a basic utility to a strategic resource shaping national competitiveness and geopolitical positioning. Yet Taiwan's domestic solar industry is being pushed toward collapse by internal regulatory constraints that function as self-imposed roadblocks....

Health2Sync, a digital therapeutics (DTx) platform specializing in diabetes care, announced on November 18 that it will officially list on the Taipei Exchange's Emerging Stock Board, marking its entry into the local capital market....

Arm China, long under industry scrutiny following the leadership dispute involving former CEO Allen Wu, is signaling a return to stability with a symbolically significant AI product launch. The move marks its strongest effort to exit years of internal turmoil and reassert its position in China's rapidly shifting AI ecosystem....

The appointment of former TSMC SVP of Corporate Strategy and Development Wei-Ren Luo to a senior position at Intel has raised concerns among legislators over potential trade secret leakage. Some lawmakers are advising the government to more strictly guard technologies, as Japanese and US companies are closely eyeing Taiwan's ability to mass-produce 2nm chips. Taiwan's Minister of Economic Affairs (MOEA) Ming-hsin Kung reassured that key technologies will not be leaked....

South Korea has announced a partnership with the United Arab Emirates (UAE) to support the US-led "Stargate UAE" initiative, a project designed to build the world's largest artificial intelligence data center complex outside the US. The agreement focuses on establishing the necessary computing power and energy infrastructure for the massive facility....