The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years. Chief among these are energy infrastructure constraints that are throttling AI expansion, a move toward strategic interdependence in regional supply chains, and advancements in packaging technologies that are transforming industry dynamics. These developments signal substantial changes in investment approaches, geopolitical relations, and manufacturing policies worldwide.

Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial intelligence (AI) industry chain during its 2025 year-end review and 2026 outlook employee mobilization meeting.

At a year-end banquet on January 22, 2026, Kinpo Group president Rock Hsu paid tribute to Compal Electronics chairman Ray Chen, who is celebrating 50 years with the group ahead of Compal's 42nd anniversary in 2026. Hsu described Chen not only as a trusted business partner but also as a lifelong companion, highlighting Chen's exceptional dedication and leadership throughout decades of service.

Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the company's annual shareholder event on January 22, 2025. He described 2025 as an operational low point before the company's expected rapid recovery.

Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn Technology Group to acquire a 52% controlling stake in Belgian startup Magnax BV. This expansion marks Pan-International's strategic transition from traditional wiring harness manufacturing to a supplier of advanced critical components, positioning it at the forefront of next-generation power system technologies.

Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle platform builds for cloud, networking, and data centers. Recent company updates from Celestica, Sanmina, Jabil, and Flex show a common playbook: move up the value chain, standardize repeatable system designs, and invest in power, thermal, and integration capabilities that shorten deployment times for hyperscale customers.

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification, and globalized manufacturing. Recent company filings, investor communications, and post‑autumn analyst commentary point to a common theme: growth is being pursued less through single-product cycles and more through platform capabilities—vertical integration, module-level design, and cross‑sector customer expansion—while capital market actions and overseas footprints are being positioned as strategic amplifiers.

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's top 20 players projected to climb sharply in 2025, according to estimates compiled by DIGITIMES.

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative AI infrastructure.

AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners to integrate hardware, systems, and customer requirements effectively.

Inventec is making noticeable strides in expanding its presence in the robotics and automotive electronics markets, with ambitious growth projections over the next two years. Chairman Sam Yeh outlined the company's strategic focus on humanoid robot development and anticipated significant increases in automotive revenue during a January 20 press event.

Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics manufacturing services (EMS) manufacturers, and a set of high-power, AI-specific components—especially thermal solutions, rack hardware, and high-speed optical interconnect.

Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing Company (TSMC) reached a market capitalization of NT$46 trillion (US$1.45 trillion). Taiwan's information electronics sector is forecast to contribute over 6% to the nation's GDP by 2025, supported by strong chip manufacturing and AI server assembly.

Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its operations and strategy. Despite Foxconn's lack of an official statement, experts note that the company typically maintains a cautious stance on major trade policy changes, awaiting comprehensive details and execution guidelines before announcing its corporate responses.

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

Luxshare Precision Industry said it has moved to terminate an agreement to buy an India-based business asset package from Wingtech Technology after the transfer was blocked by legal restrictions, including seizures and freezes, escalating a cross-border dispute that both sides have now taken to arbitration in Singapore.

Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center supply chains continued to post standout growth and fresh revenue records, while PC-focused ODMs were steady, and many traditional consumer-electronics and peripherals manufacturers remained subdued. Automotive, industrial, and IoT-related businesses showed signs of recovery, but results varied widely by project timing and customer qualification cycles.

As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year, and net income after tax rising 95.7% to NT$13.792 billion. Despite a lower gross margin of 7.2% due to changes in the product mix, operating and net margins stood at 5.6% and 4.7%, respectively.

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.

Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual reality (VR) devices for Meta Platforms, underscoring Vietnam's growing role in global consumer electronics and immersive device supply chains.

OpenAI has transitioned production of its inaugural AI terminal device, codenamed "Gumdrop," from Luxshare Precision Industry Co. to Foxconn, according to sources within the supply chain who revealed the shift. This move marks a critical step as the company moves beyond experimental phases toward mass manufacturing of its hardware product.

As OpenAI expands its generative AI applications and integrates AI assistants more deeply into everyday life, the company is actively developing a lineup of consumer hardware products. This move aims to extend OpenAI's reach beyond its current cloud and software services into consumer-grade devices, creating an end-to-end use case that has attracted significant market attention for the design and mass production of its prototypes.

Foxconn (Hon Hai Precision) announced on January 5, 2026, that its December 2025 revenue reached NT$862.9 billion (US$27.45 billion), the highest monthly revenue ever recorded. The full-year revenue also set a new record at NT$8.09 trillion, surpassing the previous year by more than NT$1 trillion.