25
Nov
25
Nov
China edges toward self-reliant robot compute with Black Sesame’s SesameX
Amid rising US–China tech tensions and China’s “Robot Plus” initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China’s humanoid robotics market expands rapidly, core compute remains heavily reliant on suppliers such as Intel and Nvidia, fueling concerns over technological autonomy.
25
Nov
TP-Link’s Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company’s new Vietnam campus is being built by China State Construction Engineering Corp. (CSCEC), a state-owned contractor the US Department of Defense identifies as a Chinese military-linked enterprise. Hunan provincial officials have also listed the project as a key annual investment, heightening sensitivities as the US considers blocking TP-Link products from the American market.
25
Nov
Taiwanese MEMS probe card makers to double capacity in 2026
The growing adoption of advanced processes below 3nm for AI GPUs and AI ASIC chips is driving a surge in test points and shrinking pitch sizes during the chip probing (CP) stage. Industry players widely regard micro-electro-mechanical systems (MEMS) probe cards as the future growth engine, expecting significant contributions by 2026.
25
Nov
US to ease BVLOS drone regulations, fueling commercial drone growth
The US government is preparing to ease restrictions on beyond-visual-line-of-sight drone operations, a regulatory shift that could unlock large-scale commercial deployments across logistics, inspection, and infrastructure services. The plan would allow drones to fly below 400 feet at approved sites without requiring case-by-case waivers, a move expected to accelerate new business models and attract more companies into critical enabling technologies.
25
Nov
Zhong Yang’s 2026 growth driven by automotive, drone, and AR
At Zhong Yang Technology’s investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three years and improving its business structure, the company began seeing results in 2025. Structural growth is expected in 2026, and Zhong Yang is optimistic about automotive, drones, and AR as its most growth-oriented businesses. Additionally, its Thailand plant is expected to start contributing more revenue in 2026.
25
Nov
TCS, TPG partner on US$2 billion HyperVault expansion amid India AI data center boom
Tata Consultancy Services (TCS) has entered a strategic partnership with global investment firm TPG to expand its AI data center business, HyperVault, at a time when global interest in India’s AI infrastructure market is accelerating.
25
Nov
ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers
With the wave of generative AI applications driving rapid upgrades in high-performance computing architectures and data center networks, market demand for ultra-high bandwidth, lower power consumption, and higher reliability products is increasing. This trend is creating leapfrog growth opportunities for the semiconductor and optical communications industries.
25
Nov
Nvidia casts doubts on OpenAI investment as big tech spreads risk
Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and financial communities. The disclosure highlights how major players in the US are spreading risk by investing across multiple AI ecosystems rather than committing to a single partner.
25
Nov
Analysis: Foxconn’s compact EV squeezes into Asia’s tight urban terrain
A new-vehicle debut is always one of the highlights of Foxconn’s annual Hon Hai Tech Day, and 2025 has proved no exception. The Model A—the company’s compact multipurpose EV—first appeared in static form at the 2024 event. This year, it stepped out of the display zone and onto center stage.