Pegatron’s T.H. Tung says memory price surge will not directly impact downstream foundries

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.

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Foxtron’s expected Luxgen acquisition looms over investor briefings

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.

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US approves advanced chips for Saudi Arabia to foster global AI hub

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.

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South Korea joins ‘Stargate UAE’ project to build major data center hub

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.

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Taiwan vows to protect TSMC 2nm technology from possible leak

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.

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Taiwan solar stalls amid regulatory blockade as Germany advances V2G grid resilience

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.

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