Google's cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference held in San Francisco that the business had generated billions of dollars in revenue through artificial intelligence (AI) services and established diversified business models. Currently, it holds a backlog exceeding US$106 billion, with approximately 55% of these orders expected to convert into revenue within the next two years—about US$58 billion.

As generative AI matures, the traditional division of labor within enterprises is undergoing a profound transformation. At Taiwan Mobile's D.E.E.P. Tech Day 2025 on September 9, 2025, Chief Information Officer Rock Tsai introduced the concept of "reversing specialization," arguing that AI is not merely a productivity upgrade but a force that will redistribute corporate roles, reshape value chains, and accelerate the rise of an "AI agent" ecosystem in external markets.

Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.

Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin announced that the company will invest NT$930 million (approx. US$30.7 million) in 2025 on R&D to create solutions that support enterprises in AI adoption and deployment.

On September 11, 2025, the Taiwan Quantum Computing and Information Technology Association held a forum at SEMICON Taiwan, where CEOs from top international quantum computing companies attended in person. The event highlighted proprietary quantum computers and underscored the industry's growing maturity and global reach.

At a SEMICON Taiwan forum on Quantum computing, IBM Japan CTO and Vice President Norishige Morimoto detailed how AI's growing complexity—estimated to have surged by more than 100 million times over 15 years due to LLM advancements—has outpaced the evolution of GPU hardware. This mismatch leads to exponentially higher energy usage, with one study forecasting that data center energy needs could rise 90-fold by 2050. To address this, IBM is advancing hybrid computing systems that combine classical semiconductors, neuromorphic chips, and qubits.

US Commerce Secretary Howard Lutnick expressed optimism on September 11, 2025, that a significant trade deal with Taiwan is within reach, raising hopes that temporary tariffs on Taiwanese goods could soon be lifted.

Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid systems, and suppliers are now betting on a breakthrough: the microchannel lid. This design could replace traditional cold plates to handle the soaring heat of Nvidia's upcoming Rubin GPUs. Leading Taiwanese cooling specialists have already delivered samples, with Nvidia expected to decide on adoption as early as the fourth quarter of 2025.

Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion seeks to position the company closer to its key customers in the semiconductor and robotics sectors, particularly emphasizing China's emerging "low-altitude economy" as a strategic area.

Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors, with the company's revenue from this segment growing over 50% annually. He projects that in 2025, data center operations will generate US$1-1.2 billion in revenue.

Since the beginning of 2025, despite disruptions from US President Donald Trump's trade protectionism, the AI wave has driven American cloud service providers (CSPs) to continuously purchase AI servers and high-end graphics cards manufactured in Taiwan. This surge has boosted Taiwan's exports to the US by 55%, with information and communication technology (ICT) product exports—primarily servers—increasing by 100%.

OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a commitment that far exceeds the startup's current revenue and signals the surging demand for AI infrastructure.

Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly tapped as suppliers. The technology is hardly groundbreaking; Android brands have deployed VC since 2019, when 5G devices demanded slimmer designs with advanced thermal solutions. For suppliers, the delay highlights a familiar lesson: winning Apple's business requires stamina and long-term commitment.

The global robotics sector continues to grow as Taiwanese transmission component manufacturer Chieftek Precision announces a strategic focus on robot development, moving beyond humanoid forms to offer modular solutions. The company aims to provide customers with integrated system modules such as joints and arms, facilitating faster robot design cycles.

Competition among major US cloud service providers (CSPs) and AI firms is intensifying, with Google currently perceived as holding a leading position in the overall AI market. Its advancements in AI foundational models, applications, cloud infrastructure, and especially its proprietary Tensor Processing Unit (TPU) chips distinguish it from competitors.

Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the fourth quarter. Notebook shipments may also hold steady or improve due to Windows 10's end of support driving replacement demand.

Acer's Pan-Asia Operations have made notable progress in expanding their non-PC business sectors through three subsidiaries—Acerpure, Altos, and HSN—each targeting distinct market segments with significant growth potential.

Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions, overall performance continues to demonstrate resilience through regional and application expansion. Beyond ongoing development of integrated hardware-software solutions, emerging demands in military, edge computing, and semiconductor automation are becoming key strategic focuses for these companies.

The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data Services, E2E Networks, and CtrlS Datacenters, as it considers bringing its US$500 billion global supercomputing project, Stargate, to India. Parallel talks are also underway with Reliance Industries, which plans to build a massive data center in Jamnagar, Gujarat.

Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology to high-performance server platforms.

At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance as a global technology supply chain center. The gathering underscored international confidence in Taiwan's semiconductor cluster and its electronic manufacturing expertise.

The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at US$17.4 billion, which could reach up to US$19.4 billion if additional service capacity is added.

AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing, challenging Nvidia's dominance.

Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process automation. Taiwan-based IPC maker Aplex Technology is strengthening its software capabilities in the semiconductor sector through investment in Adirtek. By also joining TSS Holdings, Aplex aims to leverage its comprehensive product lineup—including AI IPCs, human-machine interfaces, embedded hosts, edge computing, and AI software operation platforms—combined with Adirtek's system-level competitiveness to jointly penetrate the semiconductor industry supply chain.

Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers to deepen their involvement. Industry participants highlight the growing need for customized, stable solutions across wafer fabrication and testing stages.