Largan Technology, a leading supplier of optical lenses, will hold its investor conference on January 8, drawing significant market interest following its December 2025 consolidated revenue of NT$5.617 billion (US$178 million), a 6% increase from the previous month. Its annual revenue reached NT$61.148 billion, providing insights into its 2026 outlook.
Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center operators, according to its preliminary consolidated financial results released under fair disclosure rules.
To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand in the air cargo market is closely linked to the AI, semiconductors, electronic components, and e-commerce sectors. Notably, 40% of servers imported by China in 2024 originated from Taiwan.
Humanoid robots are beginning to move out of pilot programs and technical trials as companies involved in their development push toward early commercial use. Industry participants say adoption is likely to focus initially on a limited number of sectors, including manufacturing, warehousing and logistics, healthcare and elder care, and selected commercial services.
Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with Apple and other electronics makers launching new devices for the end of year shopping season. TDK has made significant progress in increasing battery capacity while maintaining slim device profiles, and its technology is currently mainly adopted by Chinese smartphone makers.
The Johor state government in Malaysia is urging ByteDance to expand its role beyond data centers. The state aims to position itself as a strategic partner for the company's long-term digital plans. Onn Hafiz Ghazi, Johor's chief minister, recently led a delegation to China to meet with senior ByteDance executives, according to Bernama and Nanyang Siang Pau.
Industry supply chain sources say 2026 is increasingly being viewed as a potential inflection point for the commercialization of humanoid robots, as more developers complete product development and begin rolling out systems across manufacturing, warehouse logistics, and hospitality operations.
Huawei has signalled a renewed push into South Korea's AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend 950 — packaged with an end-to-end stack spanning hardware, software, networking, and storage.
Agentic AI is rapidly becoming a key driver for business transformation, with Taiwanese companies at the forefront of this shift. A recent Zoom-commissioned survey found that 98% of Taiwan's workforce already uses AI tools on the job, highlighting widespread adoption and accelerating digital and operational upgrades amid evolving labor dynamics.
The US AI sector stands at a crossroads. After years of breakneck infrastructure expansion, cracks are beginning to show in the financial foundation supporting this boom.
AI startup Anthropic is taking a different approach to the AI infrastructure competition by prioritizing algorithmic efficiency and high-quality data rather than expanding compute capacity like rivals such as OpenAI. CNBC reported that Daniela Amodei, Anthropic's president and co-founder, stated that although the Scaling Law governing compute and model size remains valid, it is not the only route to success in AI development. Amodei emphasized that sustainable economic models will determine long-term leadership in the sector.
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