Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with downgraded specifications. Channel partners point out that memory accounts for nearly 20% of a PC's total bill of materials (BOM), and recent sharp hikes in memory prices have forced many vendors to quietly adjust their PC pricing.
The rapid expansion of AI data centers is triggering unprecedented electricity demand, placing Taiwan's power grid under growing strain. Taiwan Power Company (Taipower) Chairman Wen-sheng Tseng warns that land scarcity, urban density, and climate risks are converging into a critical infrastructure challenge.
It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he was meeting US President Donald Trump or sharing fried chicken and beer with executives from Samsung Electronics and Hyundai Motor Group in South Korea.
Tatung held an extraordinary shareholders meeting on December 30, where its board was comprehensively reshuffled with nine directors (including three independents), and non-compete restrictions on the newly elected directors were lifted.
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising memory prices in the fourth quarter of 2025, prompting some customers to scale back shipment volumes. Chairman Victor Kao pointed to the company's new product line expansions and the gradual securing of customer certifications as key drivers of confidence for 2026.
The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to secure their technological futures and maintain economic and military advantages, this trend is reshaping global dynamics and priorities.
When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity had not fully grasped before: once a scientific breakthrough is absorbed into national strategy, its impact can far exceed any single industry or technology. Eighty years later, the US is attempting to recreate that logic—this time around artificial intelligence (AI).
ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial intelligence needs while adhering to China's push for localized hardware. The move underscores the challenge facing Chinese technology companies that must preserve high-performance training capacity while signaling compliance with domestic industrial policy.
The aerospace supply chain is showing signs of recovery following disruptions caused by the COVID-19 pandemic, with National Aerospace Fasteners Corporation (NAFCO) preparing for a significant increase in new aircraft deliveries starting in 2026. According to NAFCO general manager Alvin Lin, three major obstacles that had delayed new-plane handovers are being gradually resolved, enabling a stronger delivery outlook.
Facing multi-year waits for electrical grid connections, data center operators supporting artificial intelligence (AI) workloads are turning to an unexpected supplier: supersonic jet engine manufacturer Boom Supersonic. The Colorado-based company, backed by OpenAI CEO Sam Altman, recently secured an order to deliver 1.2GW of power generation capacity to data center operator Crusoe, pivoting part of its aerospace technology to the energy sector.
Chant Sincere, a supplier specializing in high-speed connector modules, is expanding its presence in AI high-performance computing and automotive electronics as network switches evolve toward 800G and 1.6T standards. The company anticipates significant volume production growth starting in 2026.
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