Nvidia and Samsung Electronics have announced plans for an “AI Factory,” a next-generation semiconductor manufacturing hub powered by over 50,000 Nvidia GPUs. The initiative marks a major leap in their 25-year partnership, evolving from memory supply and GPU collaboration into AI-driven chip production. Announced at the APEC Summit, the project embodies what Nvidia CEO Jensen Huang called “the dawn of the AI industrial revolution,” where accelerated computing and semiconductor fabrication merge into one ecosystem.

AUO’s profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.

China’s expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan’s firms a chance to boost sustainable material recovery technologies.