Riding high on the back of the AI hype, TWSE:2317 is outperforming the Taiwanese market. It has returned 77% (82% with dividends) over the past year versus 28% (31%). Still, it remains relatively affordable, historically and compared to peers.

Foxconn Group (Hon Hai) is positioning itself for expanded AI applications and regionalized production in 2025, with projections to surpass NT$7 trillion (US$214.38 billion) in annual revenue, according to company sources.

OpenAI, SoftBank, and Oracle have unveiled a new venture, Stargate, through which they aim to build a massive AI infrastructure network across the United States. The initiative, which was announced at the White House with President Donald Trump,

Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and Compal fell due to a lack of exposure to AI.

That means Mr. Liang had a cornucopia of technical talent at his disposal, all galvanized by the challenge of doing AI without violating U.S. restrictions on the memory bandwidth of their Nvidia graphics processing units.

India's IT minister has praised Chinese startup DeepSeek for shaking up the sector with its low-cost AI assistant, likening its frugal approach to his government's efforts to build a localized AI model.

President Trump announces the $500B Stargate Project, the largest AI infrastructure initiative in U.S. history, set to create 100k jobs and secure America’s AI dominance.

Ingrasys Technology USA has bought six buildings across 26.3 acres in Sunnyvale for an estimated $128 million. The cloud infrastructure unit of Taiwan-based Foxconn purchased 313,700 square feet of flex offices at 1230, 1240, 1250, 1260, 1270 and 1280 East Arques Avenue, the Silicon Valley Business Journal reported.

Tech giants OpenAI, SoftBank and Oracle are forming a new entity in a bid to advance artificial intelligence infrastructure in the United States. Stargate aims to

Oracle is a natural partner as it is already one of the biggest data center operators in the U.S., while SoftBank has the money required to finance ambitious infrastructure projects. OpenAI, of course, is widely regarded as one of the leaders in terms of AI development.

Trade groups and consultants warn that trade wars spurred by Trump’s tariffs could slow global commerce and raise prices for consumers.

OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son and Chairman of Oracle appeared is set to appear at the White House Tuesday afternoon alongside President Donald Trump and other tech CEOs to announce a massive private sector investment in artificial intelligence infrastructure in the United States.