Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts could take about three years to reach an inflection point, with broader business potential expected around 2030, which may matter for industries and researchers worldwide.

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised dividends to a new high, and set a more ambitious profit target, signaling stronger returns for shareholders and continued investment in artificial intelligence, electric vehicles, and semiconductors worldwide.

Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of long-term growth.

Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could slow global AI buildouts or push up costs over the coming years. Executives said demand for data-center hardware would remain strong for the next three to five years as large cloud and hyperscale customers continued to raise capital spending, and the company signaled the US would be a focal market for expansion.

Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially accounting for over 10% of global GDP. The company disclosed at its shareholders' meeting that it had received authorization to issue up to 250 million new shares and to explore overseas depositary receipts to support anticipated increases in capital needs as revenue scales up.

Pegatron held its shareholders meeting on May 28, where market attention focused on the company's new artificial intelligence (AI) server business. The company's co-CEOs, Kuang-Chih Cheng and Kuo-Yen Teng, reiterated their earlier outlook that the business would achieve tenfold growth in 2026, adding that the group's long-term investments have gradually entered the harvest stage in recent years.

Apple is set to unveil its biggest Siri overhaul in nearly 15 years at its Worldwide Developers Conference (WWDC) on June 8, 2026, as the company seeks to narrow the gap with rivals including OpenAI, Google, and Samsung in the rapidly evolving AI market.

Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company is positioning for continued growth in racks, optics, and semiconductors, while also advancing work in satellites and quantum computing.

Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players continue to scale up production capacity in the region. The developments underscore Vietnam's growing importance in the global reconfiguration of AI hardware supply chains, particularly for high-end data-center systems and GPU-based servers.

Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue rose 88% to US$43.8 billion and diluted earnings per share climbed 214% to US$4.86, both records for the quarter.

Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates volatile raw material costs and cautious customer demand. Executives said the strategy includes adding production lines for electronic-grade hydrogen peroxide and leveraging existing expertise in composite and heat-resistant materials to enter AI supply chains.

Ampower reported that its order backlog exceeded NT$12 billion (US$382 million) as of the first quarter of 2026, driven by rising demand for semiconductor and AI data center critical infrastructure, executives said at a shareholder meeting on May 28. The backlog represented nearly a 50% increase from about NT$8.3 billion in the fourth quarter of 2025, underscoring strong ongoing demand.

Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions provider that works more closely with customers. Yasumichi Tsukamoto, vice president of R&D for commercial devices and intelligent solutions, said component inflation is forcing the change.

The US has begun implementing non-semiconductor tariff relief under the Taiwan-US investment memorandum of understanding, a move that will lower duties on Taiwanese auto parts, wood products, and aircraft components. The change could strengthen Taiwan's exporters and reshape supply chains for global manufacturers and airlines that rely on these inputs.

TECO Electric & Machinery said it is making AI data center infrastructure its main growth focus, with expansion plans in North America and Southeast Asia that could affect global supply chains, energy systems, and digital infrastructure. The company is leaning on modular construction, power equipment, and energy management to win more hyperscale projects.

Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part of Wingtech's business operations.

Formosa Chemicals & Fibre Corporation said it is accelerating restructuring and diversification efforts after posting losses in 2025, as the petrochemical major pivots toward higher-value materials, including semiconductor-related products such as polyimide (PI) and silicon carbide (SiC), with early results expected by 2027.

Formosa Chemicals & Fibre Corporation announced it will debut at COMPUTEX 2026 next week to present a push into semiconductor-grade materials and low-carbon hydrogen supply aimed at cutting emissions in chip manufacturing. The company said it plans to start producing 5N5 high-purity low-carbon hydrogen in the third quarter of 2027 and will emphasize links between its chemicals business and the semiconductor supply chain at the Taipei event.

Laster Tech announced it had broken into the robot joint control module supply chain and secured North American vehicle orders for its new Mexico plant, with small-volume robot shipments slated to begin in the third quarter of 2026 and vehicle deliveries targeted to start in the first quarter of 2027. The moves were presented as a strategic extension from the firm’s automotive electronics expertise into embodied intelligence robotics and as a step to strengthen local North American supply capacity.

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the sector.

As humanoid robots move closer to mass production, thermal management is emerging as a critical bottleneck. Component efficiency, cramped joint architectures, and limited heat-dissipation space are all making system design harder and shaping the next wave of humanoid robot development.

Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusively to Nvidia for GTC Taipei 2026.

Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements. He said full-year PC shipments in 2026 are expected to decline 6-9%, with a sharper drop in the second half than in the first half.

Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.