Driven by a global upgrade in advanced manufacturing, hydraulic components are expanding beyond traditional heavy industries into semiconductor, medical, and precision equipment sectors. At its recent investor conference, Jufan expressed optimism about growth in semiconductors, molds, medical devices, and machine tools, projecting continued operational expansion in 2026.

The United States and China remain locked in a humanoid-robotics competition. Solomon Technology chairman Johnny Chen says the US leads in software and foundation models, while China advances faster in hardware and iteration cycles. He noted that Chinese systems cost about one-fifth of their US counterparts, making the gap difficult for other countries to close.

Johnny Chen, chairman of AI vision software leader Solomon, identified two major technical limitations currently hindering humanoid robot development: restricted visual range and slow learning processes. These challenges create significant practical inconveniences for humanoid robots at this stage.

FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although a sharp improvement from 2024. The company has started in LED testing and is optimistic about its DFB and FEL foundry testing business in optical communications for 2026. Strong customer demand has clarified order visibility, and 2026 is expected to see multiple-fold growth. With new product layouts entering the harvesting stage, FitTech aims to turn profitable as early as the second quarter.

As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed signal integrity, high-power delivery, and system-level thermal management. Connectors and cables have become critical bottlenecks defining the performance limits of AI servers and edge devices. Connector and cable supply chain players say design capabilities involving materials, plating, shielding, and thermal coupling are emerging as core barriers for vendors aiming to enter the high-end market.

Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart's deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.

At Hon Hai Tech Day 2025 (HHTD25), Foxconn clearly showcased its ambition to transition from hardware manufacturing to platform solutions. For the first time in the smart city exhibition area, Foxconn acted as a system integrator, leveraging its self-developed CityGPT platform to integrate technologies from global leaders such as NVIDIA and Microsoft. Supported by Taiwan's Ministry of Economic Affairs' (MOEA's) Asia New Bay 2.0 project, Foxconn is partnering with trusted technology service provider Gogolook to jointly build city-level AI solutions with cybersecurity resilience.

Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether it is Nvidia's GPUs or Google's TPUs, both continue to push toward higher performance and lower power consumption. With support from TSMC and the rest of the supply chain, Wang is confident AI will not face a bubble.

Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return its core business to profitability. The company currently holds about NT$3 billion (US$95.8 million) in orders and is expanding aggressively into the electronics equipment sector, which comprises approximately 12% of its third-quarter revenue, with plans to increase this share to nearly 20% by 2026.

Google has made a decisive comeback in the artificial intelligence sector with the recent launch of its upgraded Gemini 3 large language model and self-developed Tensor Processing Unit (TPU) hardware. This development positions Google as a strong contender to take an early lead in the ongoing AI race, nearly three years after ChatGPT stunned the tech industry in late 2022.