Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman Sam Yeh highlighted that revenue from AI servers grew 40% in 2025, solidifying the company's position as a key industry player. Looking ahead to 2026, AI-related business is poised to reach new highs, with robust growth momentum expected to continue.

Inventec is making noticeable strides in expanding its presence in the robotics and automotive electronics markets, with ambitious growth projections over the next two years. Chairman Sam Yeh outlined the company's strategic focus on humanoid robot development and anticipated significant increases in automotive revenue during a January 20 press event.

Taiwan's tech sector is advancing its global layout amid a worldwide push for restructuring supply chains and promoting localized manufacturing. As evidenced in the recent trade agreement between the US and Taiwan, in which Taiwan received reduced tariffs in exchange for increased investments in the US, the so-called "Taiwan model" offers a viable pathway for Taiwanese firms planning to invest in capacity in the US.

Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data centers locally. However, the island's limited space and dense population pose challenges for power infrastructure development, and the growing concentration of data centers has raised concerns about electricity supply constraints and potential impacts on residential users.

The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth driver. Mike Yang, Executive Vice President of Quanta and President of Quanta Cloud Technology (QCT), said that the AI paradigm shift will last a decade, and that the winner-take-all mindset will create more competitive barriers.

Wikipedia is marking its 25th anniversary by broadening its paid data licensing partnerships with major AI companies, disclosing its list of collaborators publicly for the first time. The Wikimedia Foundation has granted Amazon Web Services (AWS), Microsoft Corporation, Meta Platforms Inc., Mistral AI, and Perplexity access to Wikipedia and other Wikimedia project content via its enterprise product, Wikimedia Enterprise, according to reports from CNBC and TechCrunch.

The World Economic Forum (WEF) has named Foxconn Industrial Internet's (FII) Bac Ninh Province facility in Vietnam as the country's first Sustainable Lighthouse Factory, recognizing its use of generative AI (GenAI) to deliver measurable carbon reductions and set a new benchmark for green manufacturing.

As generative AI (Gen AI) and sensing technologies mature, AI glasses are evolving from standalone wearables into a new generation of human-computer interaction interfaces. Featuring first-person perspective, scene recognition, and hands-free operation, these devices are seen as an ideal extension of smartphones with the potential to disrupt mainstream mobile hardware design.

As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker CviLux Corp is emerging as a key beneficiary of this transition, leveraging its board-level power connector expertise to ride the shift from traditional AC systems to high-voltage direct current (HVDC) designs in next-generation AI servers.

Alibaba is repositioning its Qwen artificial intelligence app as more than a chatbot, turning it into a gateway to the company's vast consumer ecosystem. The app now connects directly with core Alibaba services, including Taobao, Alipay, and Fliggy, enabling users to shop, make payments, and book travel all within one app.