Intel’s China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes

The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI.

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ASML opens first US technical training center to support domestic chipmaking revival

ASML has inaugurated a technical training center in Phoenix, Arizona, designed to train more than 1,000 engineers annually for the expanding semiconductor industry in the US. The 56,000-square-foot facility is ASML’s ninth global training site and the only one in the US covering all product lines, including extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography machines as well as metrology inspection systems.

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Taiwan boosts drone industry with new chip subsidies and industrial park

Taiwan is stepping up efforts to expand its drone ecosystem as governments worldwide race to secure autonomous systems and related supply chains. The Executive Yuan and the National Chung-Shan Institute of Science and Technology (NCSIST) are advancing new initiatives that aim to strengthen the development of critical drone chips, boost domestic manufacturing capacity, and improve testing infrastructure.

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Allis Electric braces for critical growth phase amid Taiwan’s power grid expansion

Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company’s (Taipower) accelerated resilient power grid plan and a surge in electricity demand from semiconductor overseas expansion and AI data centers, the company announced during its recent investor conference.

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