Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since the Russia-Ukraine war, drones have become a decisive weapon on modern battlefields. Compared to the drones themselves, GCS devices share similarities with existing rugged tablet product lines, positioning 2026 as a key year for shipment growth.

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.

Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.

PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity, driving demand for high-end CCD back-drilling machines, semiconductor advanced packaging measurement, and automated optical inspection (AOI) equipment to increase in 2025. This pushed cumulative revenue for the first 11 months of 2025 beyond the total for 2024, setting a record.

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their focus to energy-saving and smart home products, as well as strengthening their presence in the commercial sector by launching new business models to counter the economic slowdown.

Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly adjust production according to its strong customer order demand.

Benefiting from solid order momentum across its technology and consumer-related business groups, cleanroom electromechanical integrator Acter Group posted consolidated revenue of NT$3.73 billion (US$119.6 million) in November 2025, up 20% year-over-year. Consolidated revenue for the first 11 months of 2025 reached NT$37.43 billion, up 41% year-over-year, with both setting new historical highs for the same period. Facility engineering projects for clients in semiconductors, electronic components, cloud computing, and general consumer sectors have been steadily recognized according to Acter's schedule. Demand for cleanroom upgrades and retrofits in existing factories continues to climb and increase business.

Precision gear manufacturer Khgears International is accelerating its push into the robotics automation market, with cumulative revenue through November 2025 hitting a new high. Supported by multiple new product launches entering mass production and shipment, the company expects smart transmission products to account for an increasing share of total revenue in the fourth quarter of 2025, becoming a key driver of future growth.

Taiwan's 2026 central government budget has stalled in the Legislative Yuan amid partisan gridlock and the ruling party's loss of a parliamentary majority, raising concerns over funding for the nation's most critical science and technology programs. Premier Jung-tai Cho urged lawmakers to accelerate the budget review, warning that prolonged delays could disrupt major R&D subsidies, semiconductor

Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure. Benefiting from its two major product lines—protection & energy storage components and semiconductors—revenue contributions from networking and consumer electronics have grown significantly, turning operations from a loss to profit in the third quarter of 2025. The company is optimistic about 2026 revenue growth.

ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the first 11 months reached NT$691.548 billion, a decline of 18.27% compared to last year. Compal stated that its fourth quarter shipment performance aligns with previous forecasts: PC shipments are expected to slightly decrease, while non-PC server shipments will grow.

Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory effect. With the global AI server market growing, both the number of capacitors and their required capacitance are increasing, supporting long-term growth momentum for the company in 2025. However, memory shortages have become a recent industry concern, and it remains important to monitor whether this could further depress the already weak consumer market.

Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid mounting demand pressures. The addition of three main production lines raises the annual production capacity at the Indian site from 3,400 tons to 10,000 tons, enhancing the company's ability to serve both India and neighboring markets.

The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions.

Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and memory supply constraints.

Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected to support its business momentum.

Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution from the Asian market jumped to 42%, up from 5% in the same period of 2024. The company explained that this surge was not due to an unexpected boom in Asian end-market demand, but rather customers' response to geopolitical tensions and tariff battles.

In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack is founder and CEO Jianzhong Zhang, whose 14-year career at Nvidia adds another dimension to the company's strategy.

Facing US reciprocal tariffs that have dampened global consumer markets and ongoing price wars from China's PCB industry, flexible printed circuit (FPC) manufacturers relying solely on traditional businesses have seen their operations suppressed in recent years. Major players like Flexium Interconnect and Career Technology reported revenue declines throughout 2025 and remain in loss-adjustment phases.

Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips. He also answered questions from domestic and foreign researchers about the US-China tech competition.

Largan Technology posted November revenue of NT$5.303 billion (approx. US$170 million), reflecting a 15.3% decrease from October and an 11.84% drop compared to November of last year, according to company data. The cumulative revenue for the first 11 months of 2025 totaled NT$55.509 billion, marking a 3.14% increase year-over-year.

Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing its market capitalization beyond CNY300 billion at one point.

Corning and Optiemus Infracom have inaugurated a new Gorilla Glass finishing facility in Tamil Nadu, marking a major step in India's push into high-value electronics components. The plant, operated by their joint venture BIG Tech, will produce 30 million cover-glass units annually in its first phase.

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers.