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19.11.25 - 23:42
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Taiwan′s precision components drive humanoid robot development (Digitimes)
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Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026....
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17.11.25 - 09:06
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Taiwan′s humanoid robot race heats up beyond Foxconn (Digitimes)
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Transmission component maker Hiwin Technologies has positioned itself as a key player in Taiwan's humanoid robot supply chain, with its robotics business expected to exceed 10% of group revenue in 2026, according to chairman Eddie Chuo. Additionally, Chuo noted that Hiwin is in contact with all major contract manufacturers aiming to enter the humanoid robot market....
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14.11.25 - 05:06
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Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem (Digitimes)
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At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion....
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13.11.25 - 02:00
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Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026 (Digitimes)
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Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu....
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12.11.25 - 15:01
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Futures Rise With Government Set To Reopen Within Hours (ZeroHedge)
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Futures Rise With Government Set To Reopen Within Hours
US futures are higher as the US takes another step to reopen with a House vote (expected to pass early evening on Wednesday, with Trump's approval. As of 8:15am, S&P futures are 0.4% higher with the mood buoyed by expectations of an imminent end to the government shutdown and a Fed rate cut next month. Bullish datapoints in the AI story from AMD and FoxConn/Hon Hai Precision are also helping lift Nasdaq futures 0.7% as Nvidia led gains across the Magnificent Seven in premarket trading. Pre-market, Mag7 names are all higher and NVDA (+1.5%) and AVGO (+1.4%) boosting Semis while Nvidia partner Hon Hai Precision Industry Co. and Europe's Infineon Technologies AG offered rosy forecasts. Cyclicals (ex-Energy) poised to outperform as the yield curve bull steepens with traders buying bonds to match yesterday's rally in Treasury futures follower weaker than expected jobs data. USD is bid up pre-mkt; commodities are mixed with Energy and A...
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12.11.25 - 10:42
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Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand (Digitimes)
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Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule....
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12.11.25 - 10:31
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Foxconn chairman responds to Luxgen acquisition rumors (Digitimes)
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Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales of quality products is Foxtron's goal. However, he noted that how this will be achieved requires discussions with brand owners and channel partners. Liu emphasized that Foxtron and Luxgen share consistent objectives focused on broadening sales and market presence. When pressed about next steps, Liu deflected, saying, "You will have to ask Foxtron."...
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