Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad laminate (CCL) materials. As orders for high-end products gradually increase, Taiwan's top three CCL manufacturers are set to deliver significant revenue growth with double-digit year-over-year gains in 2025.

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered application scenarios. With expanding demand across use cases, market competition is evolving from a single technology path to a layered market structure that clearly segments large cloud data centers, enterprise data centers, and Small Office, Home Office (SOHO) personal applications. This segmentation is also reshaping supply chain roles and collaboration.

Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.

Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia's H200 chips. The move highlights yet another turn in the intensifying US–China technology rivalry.

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline and rising demand for practical AI deployments, the company expects a significant portion of its opportunities to convert into orders, supporting its double-digit growth goal for the year.

Apple said on January 29, 2026, that it has acquired Q.ai, an Israeli startup working on artificial intelligence technology for audio.

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy.

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment Cooperation MOU remain asymmetric.

Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply chain pressures while targeting long-term revenue of INR1 trillion (US$10.89 billion) over the next three to four years. For the quarter ended December 31, 2025, the company posted consolidated operating revenue of INR106.78 billion, up from INR104.61 billion a year earlier, supported by consolidated operating EBITDA of INR4.21 billion.

Apple has reported an exceptional performance in India for its first fiscal quarter of 2026, achieving strong double-digit revenue growth in the region. CEO Tim Cook characterized the period as a "terrific quarter" for the Indian market, where the company continues to see strong momentum in emerging markets. This growth comes as Apple reaches new heights in the second-largest smartphone market and the fourth-largest PC market in the world.