28
Nov
28
Nov
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in town to pay a visit to Taiwan Semiconductor Manufacturing Company (TSMC) founder Morris Chang, sources indicate his primary purpose this time was to engage with Quanta Computer.
28
Nov
Jufan rides the ‘clean-tech squeeze’ as hydraulics push into chips, clinics, and robots
Driven by a global upgrade in advanced manufacturing, hydraulic components are expanding beyond traditional heavy industries into semiconductor, medical, and precision equipment sectors. At its recent investor conference, Jufan expressed optimism about growth in semiconductors, molds, medical devices, and machine tools, projecting continued operational expansion in 2026.
28
Nov
Automakers under siege: cyberattacks threaten electric and digital transformation
As mainstream automakers accelerate their push toward electrification and digitalization, an “invisible siege” from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry’s already high-stakes transformation.
28
Nov
China’s fast-iterating humanoid robots challenge US leadership
The United States and China remain locked in a humanoid-robotics competition. Solomon Technology chairman Johnny Chen says the US leads in software and foundation models, while China advances faster in hardware and iteration cycles. He noted that Chinese systems cost about one-fifth of their US counterparts, making the gap difficult for other countries to close.
28
Nov
US pushes 50-50 chip split, but Taiwan’s 10x capacity lead says otherwise
US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick’s personal values or an official goal of President Donald Trump. Regardless, Taiwanese negotiators have denied discussing such an arrangement with the US. Based on TSMC’s ongoing production expansions in Taiwan, the US will not be able to reach that target for advanced process chip capacity during Trump’s term. Taiwan’s pace of capacity growth far outpaces the US’s capabilities.
28
Nov
Solomon chairman highlights two key bottlenecks in humanoid robot development
Johnny Chen, chairman of AI vision software leader Solomon, identified two major technical limitations currently hindering humanoid robot development: restricted visual range and slow learning processes. These challenges create significant practical inconveniences for humanoid robots at this stage.
28
Nov
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget smartphone makers worldwide. South Korean industry insiders warn that the “low-price strategy” that once fueled rapid expansion in the smartphone market may be losing its effectiveness.
28
Nov
Taiwan’s green energy goes global as domestic regulations tighten
Taiwan’s recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.
28
Nov
FitTech targets 2Q26 profits with goal to become Taiwan’s largest foundry
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although a sharp improvement from 2024. The company has started in LED testing and is optimistic about its DFB and FEL foundry testing business in optical communications for 2026. Strong customer demand has clarified order visibility, and 2026 is expected to see multiple-fold growth. With new product layouts entering the harvesting stage, FitTech aims to turn profitable as early as the second quarter.