The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.

Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of the New Taiwan dollar, and ongoing product mix optimization strategies. Revenue increased 1% quarter-on-quarter to NT$24.808 billion (US$799.3 million), while net profit after tax rose 23% quarter-on-quarter to NT$2.086 billion.

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on short-term needs. The company is optimistic about revenue growth next year, fueled mainly by strong demand in semiconductor equipment and robotics, which it sees as key drivers for its business.

BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical is stepping up efforts to advance its three main product lines, expecting two of them to see substantial growth momentum in 2026, with most of the products contributing to sales.

Following the success of ASE and Siliconware Precision Industries (SPIL) in forming a joint holding company, Taiwan's government is now expanding incentives to encourage more listed firms to establish joint holding companies. Proposed amendments to the Business Mergers and Acquisitions Act received swift preliminary approval from the Legislative Yuan's Economics Committee on November 10, 2025, with cross-party support, and the National Development Council (NDC) aims to see 15 new holding companies formed within five years, with the Executive Yuan's National Development Fund (NDF) potentially investing.

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in Taiwan's strength in the industry, positioning the country as a key global hub for AI advancement.

Uniplus Electronics, the transformer and electronic components subsidiary of Star Fusion Group, announced on November 12 that the company would rebrand its name to "光譜電工" (directly translated as "Spectrum Electrical Engineering").

The board of directors of Tatung Co. approved the appointment of a new chief executive officer on November 10, 2025, alongside the release of the company's third-quarter 2025 earnings.

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.

Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.

Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's management revealed during its earnings call on November 12. This move reflects Pegatron's broader strategy to diversify its manufacturing footprint and reduce reliance on its core contract with Apple Inc., which still accounts for approximately 60% of its revenue.

Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu.

Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan.

The rise of artificial intelligence (AI) is accelerating the shift from conceptual smart manufacturing to real-world application, with Qisda chairman Peter Chen forecasting the debut of humanoid robots in 2026, primarily within smart manufacturing environments. These factories represent the first viable domain for humanoid robot integration, marking a significant step in industrial automation.

Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales of quality products is Foxtron's goal. However, he noted that how this will be achieved requires discussions with brand owners and channel partners. Liu emphasized that Foxtron and Luxgen share consistent objectives focused on broadening sales and market presence. When pressed about next steps, Liu deflected, saying, "You will have to ask Foxtron."

Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's personnel and outline a new blueprint for the company's future to restore its former glory.

Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward.

ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint's revenue.

China's humanoid robotics market is accelerating, as Ubtech Robotics reported that the total 2025 orders for its Walker S2 industrial humanoid robot have exceeded CNY800 million (approx. US$112 million).

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.

BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100% equity in XFS to enhance its high-speed transmission technology landscape. In addition, BizLink adjusted its global investment structure to optimize group governance and capital utilization.

MediaTek's latest October 2025 revenue slightly declined from September but remained higher than the same period in 2024, maintaining a peak level. The company previously stated at its earnings call that Dimensity 9500 shipments would stay robust during this period, confirming that flagship smartphone SoCs continue to be MediaTek's key operational pillar in the fourth quarter of 2025.

Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first nine months despite margin pressures, underscoring sustained momentum across AI and storage markets.