Jeilin’s new image processing SoC platform set to boost revenue and profits in 2026

Image processing SoC maker Jeilin held a pre-listing performance briefing on November 24, announcing plans to launch a new product platform in response to rapidly growing AI-driven image recognition demands in 2025. The company aims to enter the high-end market with upgraded versions of its traditional digital camera, ecological tracking camera, and action camera products, while also targeting security, drone, and other innovative AI application fields.

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Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia

Meta is reportedly negotiating to adopt Google’s tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026. According to Bloomberg, citing The Information and insiders, this potential partnership positions Google as a viable alternative AI accelerator supplier to Nvidia, potentially reshaping the industry landscape.

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Innodisk says flash price surge accelerates in 4Q25

As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications take off. With AI-related products accounting for 25% of Innodisk’s revenue in 2025, the company expects to increase the share to 30% in 2026. DDR4 will remain a key product for industrial applications over the next two to three years.

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CXMT’s growth ceiling arrives early as US export restrictions tighten

China’s semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face constraints on equipment investment despite Beijing’s push for domestic alternatives. While the government moved early to accelerate local equipment development, replacing leading-edge tools remains difficult in the near term.

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Taiwan expands list of core national technologies to strengthen trade secret protection

The Taiwanese government has expanded its list of core national technologies from 32 to 42 items to enhance the protection of trade secrets and prevent unlawful infringements. The National Science and Technology Council (NSTC) coordinated efforts among various ministries, industry associations, and academic experts to update the list in accordance with the National Security Act.

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Ta Ya Electric sees 3.4% revenue increase in first three quarters of 2025

Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric wires and cables linked to Taiwan Power Company’s resilient grid project orders. The company achieved a gross profit of NT$3.245 billion with a 14.1% margin during the period.

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