The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.

Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of the New Taiwan dollar, and ongoing product mix optimization strategies. Revenue increased 1% quarter-on-quarter to NT$24.808 billion (US$799.3 million), while net profit after tax rose 23% quarter-on-quarter to NT$2.086 billion.

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on short-term needs. The company is optimistic about revenue growth next year, fueled mainly by strong demand in semiconductor equipment and robotics, which it sees as key drivers for its business.

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter of 2025 dampened due to tariffs and market uncertainties. However, recent signs of recovery in customer orders have led the company to expect stable automotive-related demand for 2025.

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%. The AI PC trend is also anticipated to fuel notebook growth, all providing optimism for 2026. Tier-2 and tier-3 Neocloud customers have also contributed and will expand next year.

Six leading AI experts convened in the UK on November 5, 2025, for a rare discussion on artificial intelligence, marking their joint receipt of the 2025 Queen Elizabeth Prize for Engineering. The event highlighted their significant contributions to AI and sparked debate on the field's current progress and future direction.

BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical is stepping up efforts to advance its three main product lines, expecting two of them to see substantial growth momentum in 2026, with most of the products contributing to sales.

Chicony Power reported a solid recovery in the third quarter of 2025, with strong growth in server power supply sales offsetting weakness in notebook (NB) power demand and semiconductor shortages. Despite broader headwinds in the PC sector, the company achieved double-digit quarter-on-quarter growth in its server business, lifting profitability and signaling a turnaround from earlier declines.

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor, and sports industry customers. New technology deployments in the premium sports sector are beginning to reap benefits, with supercritical fluid physical foaming equipment seeing increased shipments.