CONNECT WITH US
Friday 31 October 2025
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight to the end. Following a rare direct meeting in Busan, South Korea, the two leaders reached a tentative agreement that could signal a pause in the hostilities, though doubts remain over its durability.
Friday 31 October 2025
Compal to expand server manufacturing in Texas
Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce Compal's North American market presence and improve supply chain robustness amid evolving global challenges.
Friday 31 October 2025
Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion
Australian rare earths producer Lynas Rare Earths announced plans to increase heavy rare earth processing capacity at its Malaysian facility to meet growing market demand. The company will invest MYR500 million (approx. US$120 million) to construct a new plant capable of processing 5,000 tons of heavy rare earth feedstock annually.
Friday 31 October 2025
Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention.

Thursday 30 October 2025
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as Meta, Google, Intel, and Microsoft to drive innovation in open and interoperable designs for AI data centers.
Thursday 30 October 2025
Microsoft's AI engine accelerates with record growth and expanding partnerships
Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income surged 24% and earnings per share climbed 23% to US$4.13. The company's AI-driven momentum continued to build, with Microsoft Cloud revenue up 26% to US$49.1 billion, reflecting both unprecedented demand and a deepening integration of generative AI across its ecosystem.
Thursday 30 October 2025
Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media

Chinese electronics manufacturer Wingtech Technology has filed a formal statement with the Dutch public broadcaster NOS, urging the Netherlands to revoke its decision to temporarily take control of Nexperia, the semiconductor company Wingtech acquired in 2019. The move marks a new flashpoint in the increasingly strained relationship between China and Europe's technology industries, as national security and industrial policy concerns collide.

Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data center infrastructure. The company also raised its full-year revenue and earnings guidance as growth momentum extended across its major business segments.
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by strong demand across its business segments and continued investment in data center infrastructure tied to artificial intelligence (AI).

Thursday 30 October 2025
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD retains ZT Systems' design and customer enablement teams, while Sanmina assumes responsibility for manufacturing operations and becomes a preferred new product introduction partner for AMD's cloud rack and cluster-scale artificial intelligence systems.
Thursday 30 October 2025
Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026
Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their use of this technology. According to cooling module maker Microloops, liquid cooling contributed only single-digit percentages of its revenue in 2025 but expects substantial growth next year due to expanded liquid cooling deployment in ASIC servers among CSP customers.
Thursday 30 October 2025
Delta Electronics to acquire majority stake in Japanese RF power systems firm Noda RF Technologies
Delta Electronics announced on October 29 that it will acquire a 90.23% stake in Japan's Noda RF Technologies (NRF) via its subsidiary Delta Electronics (Netherlands) B.V. for approximately JPY5.024 billion (approx. US$33.02 million). Following this transaction, combined with its existing shares, Delta will hold full ownership of NRF.
Thursday 30 October 2025
Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers
Pegatron has revealed progress on its US manufacturing expansion, announcing that its Texas factory is set to begin mass production in March 2026. The facility will produce Nvidia's latest GB300 or B300 AI servers, complementing Pegatron's existing Mexico plant to flexibly support North American market demand.
Wednesday 29 October 2025
Pegatron pours NT$700 million into Kaohsiung expansion
Pegatron has launched a digital transformation training base in Kaohsiung's Asia New Bay Area, with the intention of creating a manufacturing and technology talent pipeline in southern Taiwan. At the opening ceremony on October 28, 2025, Pegatron Chairman T.H. Tung stated that Kaohsiung is becoming increasingly important in Taiwanese firms' southern expansion and that there is the possibility of Pegatron expanding with a second phase of investment.
Wednesday 29 October 2025
CPCA Show Plus 2025: China's PCB industry rallies around the AI boom
The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers and suppliers.
Wednesday 29 October 2025
International firms join Taiwan supply chain to launch AI accelerator platform
To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan. Terence Liao, general manager of Dell Taiwan, who serves as IPO Forum chairman, emphasized that since the emergence of generative AI, the industry has undergone extensive trial and error over the past two years, making 2025 a critical turning point. Liao expressed hope that the accelerator platform will leverage the strength of major players to empower smaller enterprises and enhance the resilience of Taiwan's industrial ecosystem.
Tuesday 28 October 2025
South Korea's Incheon turns city infrastructure into startup testbed, hosts festival to highlight unicorn pipeline
The Incheon Free Economic Zone (IFEZ) Authority opened its Boom-up Festival 2025 on October 28, 2025, at Start-up Park Incheon, positioning the city as a national launchpad for unicorn-caliber startups under the slogan "Beyond Limits, Toward Unicorns."
Tuesday 28 October 2025
Cadence reports strong 3Q25 results as AI and HPC demand fuel growth
US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts' consensus estimate of US$1.32 billion. The results underscore how surging demand for AI and high-performance computing (HPC) continues to drive the company's core business.
Tuesday 28 October 2025
Foxconn-backed Smart Mobility showcases homegrown EV charging management system at Riyadh Auto Show
Smart Mobility, a joint venture between Foxconn's Foxconn Interconnect Technology (FIT) and Saudi Arabia's Saleh Suleiman Alrajhi & Sons, recently unveiled its self-developed Charging Point Management System (CPMS) at the EV Auto Show Riyadh 2025. The system attracted significant attention at the exhibition, highlighting the company's ambition to advance regional EV infrastructure.
Tuesday 28 October 2025
India shifts electronics focus from assembly to component manufacturing
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India's position in the global supply chain.
Tuesday 28 October 2025
Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure
Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business operational IT equipment. This investment aims to establish an AI computing cluster and supercomputing center, expand its cloud platform, and accelerate development in smart manufacturing, smart electric vehicles (EV), and smart cities.
Tuesday 28 October 2025
Taiwan display module maker bets on India as factories move out of China
As industrial clusters migrate from China to Southeast Asia and India, Powertip Technology plans to intensify its presence in the Indian market starting in 2025, aiming to establish new distribution channels and leverage growth opportunities. The company highlighted India's expanding contract manufacturing sector and high demand for motorcycles and three-wheelers as key factors driving its strategy.
Tuesday 28 October 2025
Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’
Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial risks. This anniversary has generated considerable attention regarding whether Lee will adopt a more direct management role and guide comprehensive operational decisions at the tech giant.
Tuesday 28 October 2025
Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in

At the 2025 Korea Electronics Show (KES), South Korean giants Samsung Electronics and LG Electronics showcased their visions for the AI-powered home, each taking a distinct approach while emphasizing smart device connectivity as a counter to aggressive Chinese competition.

Tuesday 28 October 2025
Pegatron chairman: Taiwan’s chip success can’t last without high-end services
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23, during which Pegatron Chairman Tzu-hsien Tung delivered a keynote speech on industrial development and the current global situation. In his speech, Tung stressed that the high-tech and semiconductor sectors have boosted Taiwan's economy, but the country must now consider how to sustain these advantages from the past decade and prioritize the development of advanced service industries going forward.