With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.

Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company consistently purchasing large volumes of memory and ranks among the largest direct memory buyers globally.

Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence.

Hyundai Motor Group said it plans to begin mass production of artificial-intelligence-powered robots by 2028, building a manufacturing system capable of producing about 30,000 units annually as it moves decisively from experimentation into commercialization.

Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders.

As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

Excellence Optoelectronics Inc is set to strengthen its North American presence with a new manufacturing plant in Mexico, scheduled to start operations in early 2026. The facility aims to reduce shipping costs, shorten delivery times, and improve efficiency, marking a major step in the company's transformation into a multi-business platform enterprise.

With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook power supply business. The company is cautious for 2026 with expectations that the PC and consumer electronics industries will be constrained by semiconductor supply issues. In response, Chicony Power stated that it will shift its operational focus from pursuing shipment scale to optimizing its product mix. Through strategic alliances, the company has officially entered Supermicro's modular AI containerized computing center supply chain, intending to offset volatility in the traditional consumer electronics market with high-value-added AI applications and intelligent solutions.

Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.

At CES 2026 in the US, NXP showcased a comprehensive display area at the LVCC central plaza, highlighting its latest automotive computing processors, including the recently launched S32N7 and multiple module solutions. These modules are supplied largely by Taiwanese electronics giants such as Pegatron, Quanta, and Delta, underscoring Taiwan's growing influence in the automotive electronics market.