Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale. Companies across the sector are prioritizing "intelligence per watt," as power constraints increasingly limit data center capacity and performance.

Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific integrated circuit (ASIC) customers anticipated in the second half of 2026. The company projects that AI-related revenues will exceed 20% of total sales for the first time, with contributions from both GPU and ASIC sectors balancing equally.

Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and accelerate capacity expansion.

Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully leveraged by Microsoft, which can implement these designs first for OpenAI and then extend or adapt them to its own purposes. Going forward, Microsoft will be able to share OpenAI's proprietary chip-related technologies and use them as a foundation to adjust or expand its own application-specific integrated circuit (ASIC) chip development.

Taiwan's Academia Sinica has unveiled its quantum chip fabrication platform (QC-Fab) and quantum computing test platform (QC-Test), marking a major step in the nation's push into quantum technology. QC-Fab began trial operations in September 2025, while QC-Test is expected to open for trials in 2026. A 10-qubit quantum computer chip under in-house development is slated for deployment in the first half of 2026.

Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.

Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her resignation for personal reasons on July 11, 2025. Industry sources now say she has joined Nvidia as a vice president in its World Wide Field Operation (WWFO) Group, where she will also oversee Taiwan sales, a role previously held by retired Nvidia executive Eunice Chiu.

Stratio, a Korean deep-tech startup founded by three Stanford Ph.D. graduates, is introducing what it claims is the first germanium-based short-wave infrared sensor designed for large-scale commercial use. During a live pitch session in Pangyo, the company said its "infrared AI" can solve problems that traditional vision AI and standard cameras cannot, including identifying mixed plastics inside recycling facilities, detecting narcotics, and enabling new capabilities inside future smartphones.

Kinsus Interconnect Technology is rushing to implement emergency expansion plans as AI server orders surge, according to Pegatron chairman TH Tung.

Hiwin Mikrosystem, leveraging years of expertise in nanometer-level high-precision positioning platforms and direct-drive motors, has successfully penetrated the semiconductor and automation markets. On November 13, 2025, during an online investor conference, the company announced that its nanometer-level positioning systems meet the increasingly stringent demands of semiconductor wafer processing.