Since its launch on November 30, 2022, OpenAI's ChatGPT has reshaped global technology, productivity, and capital markets, becoming the world's most popular AI chatbot. Despite its continued dominance, ChatGPT now faces significant challenges from Google's Gemini 3 and Anthropic's rapidly growing presence in enterprise AI.
Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape. This has drawn attention to the Google-developed TPU chips that train this model, which have also attracted interest from other US-based cloud service providers (CSPs).
AppWorks Accelerator #31 held a joint Demo Day event on December 2, 2025, with Wistron Accelerator #9 and Indonesia's Telkomsel-backed TINC Batch X, showcasing startups that reflect Asia's evolving AI landscape. About 35% of the participating teams have surpassed US$1 million in annual revenue.
With third-quarter 2025 earnings now in, DIGITIMES' latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering a structural shift that is reshaping the balance of power across the global electronics manufacturing supply chain.
The next wave of humanoid robot development is focusing on physical agents, with the core challenge being robots that not only see but also understand and act successfully. The critical vision-language-action (VLA) multimodal model competition is heating up, attracting global giants like Google, Nvidia, and OpenAI.
The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.
The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks.
Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported.
Taiwan's Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia's newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency.
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.
Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint for AI server manufacturing, overtaking concerns about memory shortages. Speaking at the DIGITIMES Tech Forum 2026 in Taipei, he said reliable power will remain a major hurdle for the industry through 2026 and likely beyond, even as demand for AI servers stays strong.
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