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Dec 16, 10:25
Taiwan's AI exports surge on US demand, Europe emerges as key future market
Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025, Taiwan's exports to the US increased by 73.4%, compared to a modest 2.8% growth to Europe. AI server shipments to the US surged by 115.7%, almost entirely purchased by American cloud service providers (CSPs), highlighting the US market's dominant role in Taiwan's AI hardware exports.
At the startup expo COMEUP 2025 that took place in Seoul last week, Taiwan's emerging companies, including Infinitix and SurveyCake, showcased plans to deepen their footprint in South Korea's growing AI and consumer markets. Led by the National Development Council (NDC) and local startup communities under the Startup Island Taiwan brand, these firms aim to leverage South Korea's vibrant tech ecosystem for expansion.
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.
From December 12 to 14, the 2025 Global Developers Pioneer Summit (GDPS) and international embodied AI skills competition took place in Shanghai, spotlighting China's rising humanoid robot scene. The GDPS 2025 opening ceremony on December 13 featured a landmark collaboration between AgiBot and Unitree, marking their first joint stage performance.
Amid the ongoing arms race for AI computing power and the global push for infrastructure upgrades and industrial automation, communication and sensing components have risen in profile to become critical system elements. Grand-Tek Technology is seeing order momentum outpacing current revenue performance.

Foxconn plans to expand its US manufacturing footprint with an investment of about US$174 million in Louisville, Kentucky, converting an existing 325,000-square-metre (80-acre) warehouse into a factory. The project is expected to create around 180 jobs and begin operations in the third quarter of 2026.

Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI's video generation platform. Bloomberg reports that OpenAI did not pay a traditional cash licensing fee to obtain Disney's IP this time, but instead provided stock purchase warrants, allowing Disney to buy OpenAI shares at an agreed price in the future, on top of its existing US$1 billion equity stake.
In 2025, Shanghai hosted two AI conferences that spotlighted its tech advantages and featured the Global Developer Pioneers Summit (GDPS) 2025 competition, which emphasized practical AI solutions for industry and rescue operations.
As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.
Robotics and unmanned aerial vehicles are poised to be among the most significant industrial growth themes of 2025, and Taiwan's Ability Enterprise is drawing attention for its aggressive push into both fields simultaneously.
Taiwanese AI healthcare startup Health2Sync has made significant inroads into the Japanese corporate health insurance market by securing contracts with major firms Hitachi and NTT. The deals mark a key expansion of Health2Sync's presence in Japan, following its pioneering status as Taiwan's first medical AI company to break into overseas markets.
Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact demand.