As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year, and net income after tax rising 95.7% to NT$13.792 billion. Despite a lower gross margin of 7.2% due to changes in the product mix, operating and net margins stood at 5.6% and 4.7%, respectively.

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.

Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual reality (VR) devices for Meta Platforms, underscoring Vietnam's growing role in global consumer electronics and immersive device supply chains.

OpenAI has transitioned production of its inaugural AI terminal device, codenamed "Gumdrop," from Luxshare Precision Industry Co. to Foxconn, according to sources within the supply chain who revealed the shift. This move marks a critical step as the company moves beyond experimental phases toward mass manufacturing of its hardware product.

As OpenAI expands its generative AI applications and integrates AI assistants more deeply into everyday life, the company is actively developing a lineup of consumer hardware products. This move aims to extend OpenAI's reach beyond its current cloud and software services into consumer-grade devices, creating an end-to-end use case that has attracted significant market attention for the design and mass production of its prototypes.

Foxconn (Hon Hai Precision) announced on January 5, 2026, that its December 2025 revenue reached NT$862.9 billion (US$27.45 billion), the highest monthly revenue ever recorded. The full-year revenue also set a new record at NT$8.09 trillion, surpassing the previous year by more than NT$1 trillion.

OpenAI is accelerating plans to enter the consumer hardware market, with reports indicating that the company is preparing a new voice-focused AI model to underpin its first generation of AI devices. According to TechCrunch and SiliconANGLE, citing The Information, OpenAI is targeting the first quarter of 2026 for the release of a next-generation voice model designed to deliver more natural speech, lower latency, and more fluid, human-like interactions.

India's Ministry of Electronics and Information Technology (MeitY) has approved an additional 22 proposals under the Electronics Components Manufacturing Scheme (ECMS), marking a significant expansion of the country's push to expand electronics manufacturing. The newly cleared projects involve a projected investment of INR418/63 billion and an estimated production of INR2,581.52 billion, and are expected to generate 33,791 direct jobs.

Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention techniques for CCS pipelines. This collaboration aims to enhance Foxconn's position in the green energy supply chain amid rising global net-zero commitments.

Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite acknowledging revenue difficulties, the company positioned 2026 as a year of recovery and growth.

Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations from China to Vietnam starting in 2026, sources say. This move marks a significant step as the industry adapts to heightened supply chain resilience demands amid US-China tech tensions.

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global market unpredictability pushed many brands—particularly in China, the epicenter of geopolitical tensions—toward domestic markets and self-sufficiency.

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints.

In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling sectors. Geopolitical tensions, export controls, and multi-location approaches also reshaped the supply chain to improve flexibility and risk management. The DIGITIMES Asia news team has summarized the top 10 key developments from this shift.

Japanese firms like Rohm and AOI Electronics built partnerships with Indian partners. Foxconn is mimicking its strategy in China, setting up a factory city in India.

Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing reliance on Chinese-made components even as governments push to diversify supply chains.

In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations. This situation has raised concerns among customers regarding supply stability and cybersecurity risks.

Taiwan's Hon Hai Precision Industry Co, better known as Foxconn, is rapidly expanding its manufacturing footprint in India, hiring tens of thousands of workers at a new iPhone plant near Bengaluru and laying the groundwork for what sources familiar with the project describe as a factory-city model similar to those it previously built in China, according to the Economic Times.

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and increase AI server capacity at its Hsinchu campus. To support this growth, Wistron authorized up to NT$21.528 billion (approx. US$683 million) for machinery and facility upgrades at Hsinchu, aiming to meet rising AI demand.

India is bolstering its semiconductor ecosystem through strategic overseas acquisitions, potential integration into Apple's supply chain, and specialized domestic manufacturing, while navigating delays in major facility ramp-ups.

Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary to INR45 billion over the past year. The latest funding, made in October, reflects ongoing support for expanding production capacity as Tata Electronics strengthens its role in Apple's global supply chain.

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic Technologies for US$93 million. The transaction is expected to close by April 30, 2026.