After Hon Hai Tech Day (HHTD25), Foxconn chairman Young Liu stated that Taiwan's position on nuclear energy is shifting as power supply demand is increasing to support AI compute growth. Foxconn and OpenAI will co-design next-generation AI data centers, defining the full architecture from power and cooling to IT systems.

Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient power grid plan and a surge in electricity demand from semiconductor overseas expansion and AI data centers, the company announced during its recent investor conference.

Rapid advances in AI technology have exposed fundamental network bottlenecks, since traditional connections can no longer keep up with the massive transmission demands of AI. Billions of dollars have thus been funneled into photonic chip startups, amid an ongoing seismic shift in how chips communicate.

The next stage of the future factory will be the era of Physical AI. At Hon Hai Tech Day (HHTD25) held on November 21, Foxconn chief digital officer Zhe Shi stated that future factories will be driven by an AI "brain," empowering various robots, machines, and automated equipment with perception, understanding, and autonomous action capabilities.

The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.

Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development.

Hon Hai Tech Day (HHTD) opened on November 21, 2025, with founder Terry Guo present, as chairman Young Liu again rejected the long-held view that Foxconn is only a contract assembler. He underscored that the company's real competitive strength comes from its fully integrated technology, manufacturing, and process-engineering stack.

US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run Taiwan Power Company (Taipower). Declining to comment on individual cases, Taiwpower emphasized the challenges of power infrastructure development in northern Taiwan, suggesting data centers consuming over 5MW prioritize locations in central and southern regions rich in renewable energy.

Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages.

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.