The surge in global artificial intelligence data centers (AIDCs) revealed at CES 2026 highlights a pivotal shift in energy consumption patterns. From autonomous vehicles to smart healthcare, these technologies increasingly depend on robust energy infrastructure, transforming traditional power supply dynamics. The growth of energy storage systems (ESS) now surpasses electric vehicle (EV) batteries, marking a new chapter in the energy transformation landscape.
CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff policy and customer inventory adjustments weighed on shipments.
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported December 2025 revenue of NT$1.14 billion (approx. US$36.1 million), representing year-over-year growth of more than 20%. Cumulative full-year 2025 revenue reached NT$9.66 billion, up 11% year-over-year, marking an all-time high and the company's eighth consecutive year of record revenue. General manager Sandy Chou said that revenue grew from NT$5.43 billion in 2020 to more than NT$9.6 billion in 2025. The company earned more than its paid-in capital each year from 2021 to 2024, demonstrating its long-term operational strength.
Notebook hinge maker Jarllytec said that its confirmed orders for the 2026 3C product lines include one new China-branded foldable smartphone model, which is scheduled to enter mass production and shipment in the first half of the year. The company is also pursuing orders for new models in the second half. New laptop models from US-based laptop brands are expected to ramp up shipments in the first half, along with continued contributions from high-priced China-branded foldable notebooks. The LCD-related business is expected to remain relatively moderate.
GSEO announced that its consolidated revenue for December 2025 reached NT$2.63 billion (approx. US$83.3 million), up NT$361 million from November's NT$2.269 billion, representing a month-over-month increase of 15.92%. Compared to December 2024's NT$1.449 billion, this marked an 81.50% year-over-year growth. The company's cumulative consolidated revenue for the entire 2025 was NT$24.987 billion, rising by 7.78% year-over-year.
Connector and cable harness maker Pan-International announced its December 2025 revenue, benefiting from year-end customer pull-ins and settlement effects, with monthly revenue rebounding by more than 10% from November. Declines in both year-over-year and quarter-over-quarter revenue in the fourth quarter of 2025 were driven by cautious consumer electronics customers and slowing automotive demand, but Pan-International is now actively restructuring.
Server chassis maker Chenbro Micom reported consolidated revenue of NT$2.71 billion (approx. US$ 85.8 million) in December 2025, up 33.1% month-over-month and 68.4% year-over-year, setting a new single-month record high. Cumulative consolidated revenue for the fourth quarter of 2025 reached NT$6.74 billion, up 19.0% quarter-over-quarter and 74.4% year-over-year. Full-year 2025 consolidated revenue totaled NT$22.0 billion, representing a 51.6% year-over-year increase, surpassing the NT$20 billion milestone for the first time.
Biotechnology firm Elixiron Immunotherapeutics is the only company in Asia to have twice received "Part the Cloud" grants sponsored by the US-based Alzheimer's Association and Bill Gates, securing roughly NT$60 million (US$1.9 million) in non-dilutive funding.
Taiflex Scientific, a flexible copper clad laminate (FCCL) supplier, has begun a transition toward three new material businesses, led by fine-pitch materials used mainly in display panels and camera lenses. Fine-pitch products were the primary driver of revenue growth in the fourth quarter of 2025. Despite exiting the automotive-related business due to margin pressure and market risk, Taiflex lifted full-year revenue beyond NT$10 billion (approx. US$330 million), marking its highest level in seven years.
Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other memory prices expected to surge roughly 10x starting fall 2025, rapid global data center expansion is fueling explosive demand for advanced semiconductor manufacturing tools.
At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase, driven by two platform shifts unfolding in parallel.
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