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Monday 15 December 2025
Taiwan launches national cloud computing center to power sovereign AI under new major AI initiative
Driven by the rise of generative artificial intelligence (GenAI), competition across computing power, data, and applications is intensifying, prompting countries to adjust their technology strategies in a bid to secure a leading position in industrial competition over the next decade.
Monday 15 December 2025
Meta's next AI model, 'Avocado,' signals shift to closed development

Meta is reportedly developing a new AI model, code-named "Avocado," slated for release in the spring of 2026.

Monday 15 December 2025
Taiwan forms computing alliance to advance sovereign AI applications
Taiwan officially launched a new government-funded cloud computing center on December 12, 2025, marking a major step in boosting domestic artificial intelligence (AI) capabilities. President Lai Ching-te highlighted that Taiwan not only leads in advanced chip manufacturing but also possesses world-class capabilities in systems integration and supercomputing technologies.
Monday 15 December 2025
Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion
Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term.
Monday 15 December 2025
Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services.

Monday 15 December 2025
Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand
Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba and ByteDance, have reportedly expressed significant interest in placing large-scale orders. Nvidia is now evaluating whether to increase production capacity of the H200 chips to meet this potential surge in demand, according to Reuters, citing unnamed sources.
Monday 15 December 2025
Longwell's AI data center revenue share surpasses 36% amid CSP expansion
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers' (CSPs) surging capital expenditures to upgrade high-power servers and rack power distribution systems amid explosive AI demand growth.
Monday 15 December 2025
STMicroelectronics holds system-level development advantage upon entering humanoid robot market
STMicroelectronics (STMicro) held its annual Techday event in Taipei on December 12, showcasing solutions across a wide range of applications. The event focused on four main themes: smart mobility, power and energy, edge AI, and robotics. Over 30 application solutions were displayed, covering AI server power and cooling, EV technologies, MEMS and imaging, edge AI platforms, smart building and industrial control systems, secure connectivity, and high-speed wireless communication. Humanoid robots are currently a key focus area for STMicro, and the company is aiming to establish early positioning to capture future opportunities.
Monday 15 December 2025
Kentec eyes Japan with 2.5MW liquid-cooled CDU for AI data centers
As global artificial intelligence (AI) computing demand surges from the megawatt (MW) to gigawatt (GW) scale, traditional data centers are facing cooling and energy challenges. This shift is driving the industry from air cooling technology to high-efficiency liquid cooling, with "waste heat" increasingly seen as a key asset for the next wave of the energy revolution.
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing domestically developed AI chips.
Monday 15 December 2025
NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads is creating unprecedented demands on data complexity, scale, and security, while presenting significant opportunities for NetApp. He remains optimistic about the company's 2026 trajectory and noted that global memory shortages have not affected its operations.

Monday 15 December 2025
Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand
Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned vehicles, battlefield sensing, and satellite communications technologies. Western markets are accelerating upgrades to cross-domain combat architectures, fueling requirements for rugged computing platforms, edge AI computers, and long-lifecycle industrial control systems.
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's growth is expected to slow from 5% to 4.8% and then to 4.2%, while India may dip from 6.6% to 6.2%. Taiwan remains an outlier, supported by strong AI and semiconductor investment and exports, with GDP projected at 7.37% in 2025. Continued strength in AI server exports could also lift its 2026 forecast of 3.54%.

Monday 15 December 2025
India roundup: Intel commits to India semiconductor mission
Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India.
Monday 15 December 2025
Kenmec sets new standards in liquid cooling solutions
On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build an irreplaceable "know-how" barrier amid global competition.
Sunday 14 December 2025
WUS Printed Circuit targets over 40% AI-driven HPC revenue by 2026 amid capacity expansion
Taiwan-based printed circuit board (PCB) manufacturer WUS Printed Circuit announced an ambitious plan on December 11 to drive its high-performance computing (HPC) segment to account for more than 40% of total revenue by 2026. The company reported that HPC currently represents 33% of its sales, with order visibility extending into the first half of 2026, signaling strong demand momentum.
Sunday 14 December 2025
BizLink eyes virtual-physical integration to boost high-speed computing R&D
Cable assembly manufacturer BizLink is advancing its research and development capabilities by integrating AI, automation, multiphysics simulation, and digital twin technologies to meet the surging demand in the high-speed computing market. The company points out that the core R&D challenges lie in achieving both high speed and high power, extending into mechanical structure analysis, making cross-domain integration an essential capability.
Saturday 13 December 2025
Why Wiwynn remains cautious on stablecoins despite global payments
Wiwynn chairwoman Emily Hong outlined three key advantages and three major challenges of emerging fintech like stablecoins during the Monte Jade Science and Technology Forum on December 11. She noted that Wiwynn's finance department was instructed to research cryptocurrencies two to three years ago. While it has yet to implement a system, its attitude toward adopting stablecoins or virtual assets as a publicly listed company is conservative but open, emphasizing that "trust is the foundation of everything."
Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related products expected to increase by 50 to 60% in 2026. The company also identifies emerging sectors such as AI glasses and robotics as key long-term growth areas, despite uncertainties in broader memory market dynamics.
Friday 12 December 2025
AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum
As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power systems and backup architectures.
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise.
Friday 12 December 2025
AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years
Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday.
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025 to NT$1.08 trillion (US$34.64 billion), officially surpassing the trillion-dollar mark.
Friday 12 December 2025
iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms
Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity of Apple's iPhone 17, combined with the Singles' Day shopping festival and government cash handouts, drove positive momentum across their core telecom businesses.
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The company expects to accelerate AI revenue through fiscal year 2026 as hyperscalers expand large-scale model training and inference infrastructure.