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Nov 14
Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.
Shuang Bang anticipates demand for its three main product lines to rebound in 2026 amid easing US reciprocal tariffs and depleted brand inventories, with a cautiously optimistic view on overall performance. The company foresees a sales recovery during the peak season in the first half of 2026, President Hsu Yu-Chuan said.
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training, using two-story buildings and liquid cooling to improve energy efficiency.
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin said that liquid cooling will be a major growth driver in 2026, with rising needs not only from Nvidia but also Advanced Micro Devices (AMD) and application-specific integrated circuit (ASIC) servers. The company estimates that revenue will grow by more than 50% in 2026.
Korean startup Jably detailed its AI-driven recruitment and visa-management platform, K-tag, during the 2025 Pangyo Global Media Meet-Up, positioning the service as a data-centric solution to rising global talent demand in Korea, Japan, and Taiwan. The platform, launched in September 2024, generated US$770,000 in revenue within its first four months.
As Taiwan officially enters the era of a super-aged society, the nation's healthcare industry is turning to smart technology to address the growing needs of its elderly population. In a move that blends medicine with next-generation display and sensing technologies, AUO Corporation and Darwin Precisions Corporation have partnered with Tungs' Taichung MetroHarbor Hospital to develop an immersive rehabilitation system that combines Micro LED transparent displays with 3D AI motion-sensing technology.
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components as power consumption rises and liquid cooling becomes mandatory.
South Korea and the United States have released a Joint Fact Sheet that industry observers say reduces earlier tariff uncertainty and creates new room for cooperation. With global production shifting and supply chains realigning, South Korean conglomerates that had been cautious are now speeding up domestic investment plans.
Alibaba has been accused by the US government of providing data and technical support to China's military, posing a threat to American national security. Both Alibaba and the Chinese Embassy in Washington have strongly denied these allegations, criticizing the US for lacking evidence.
John M. Martinis, one of the winners of the 2025 Nobel Prize in Physics, has announced plans to ally with Hewlett Packard Enterprise (HPE) and several chip vendors to develop scalable quantum supercomputers with practical applications. Globally, efforts are underway to establish product specifications and technical standards, and to discuss legal, social, and governance frameworks for quantum technology.
According to Reuters, South Korean companies, led by tech giant Samsung Electronics, are voicing significant concern over Vietnam's proposed reforms to high-tech investment incentives, warning the changes could inflate costs and deter future foreign investment.
Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch, both citing the Financial Times. A formal announcement of the succession plan is expected following the company's financial results at the end of January 2026.