AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%.

Materials manufacturer Covestro announced that Annie Chen will assume the role of managing director of Covestro Taiwan, effective September 1, 2025. Chen is currently the head of supply chain and logistics for Taiwan, South Korea, New Zealand, and Australia. She will succeed current managing director Carsten Wildebrand.

The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total cost, with joint modules averaging around 40%. Recognizing joint modules as the crucial element in humanoid robot development, Taiwanese manufacturers are focusing on R&D of these "joint modules," launching cross-industry collaborations or alliances and taking action behind the scenes.

Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to major server ODMs for testing, and it is continuing the development of a 150kW liquid cooling CDU. In the first half of 2025, revenue from servers accounted for 35% of its total sales, and it is expected to reach 40% in the second half.

Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation from foreign exchange losses and the establishment of new capacity at its Vietnam plant. Even so, the company has continued to grow momentum, with chairman Shu-yi Lee optimistic about upcoming shipments of server cabinets and gaming console chassis. The company is aiming to reduce losses at its Vietnam plant by the first quarter of 2026 and improve margins by increasing production capacity.

HTC has reignited interest in AI eyewear with the recent launch of the Vive Eagle, the company's first AI glasses. Google is also rumored to have completed development of its own AI glasses, with Quanta in charge of prototype design. However, Google has yet to decide who will be its contract manufacturer. Although Quanta is a strong contender, market rumors suggest HTC may also produce Google's first AI glasses.

Techman Robot, a subsidiary of Quanta Group, recently introduced Taiwan's first humanoid robot, marking a significant milestone in the local robotics industry. Despite this technological breakthrough, Techman chairman Shih-Chih Ho warns that widespread adoption of humanoid robots faces substantial obstacles that require broader industry cooperation and supportive market dynamics.

Techman Robot Inc., a player in the robotics and automation sector, remains optimistic about future prospects despite short-term uncertainties such as tariffs impacting factory investments. Chairman Shih-Chih Ho stated that robotics and automation represent a rigid demand and a key direction for industrial development. While some companies have delayed site selection and capital expenditures, Techman expects investment to normalize gradually, benefiting its business.

At the Automation Taipei, humanoid robots and robotic arms gained attention, spotlighting Taiwan's optical industry's role in supplying lenses and sensor modules critical to these technologies. Several foreign companies—including Mantis Robotics and Neura Robotics GmbH—recently engaged with Taiwanese manufacturers in supply chain discussions, with Agility Robotics planning visits later this year, drawn by Taiwan's strengths in optics, ICT, actuators, and software-hardware integration.

Google's latest Pixel phone may be out, but industry attention is shifting to its upcoming AI-powered smart glasses. Contract manufacturers, including Taiwan's Quanta Computer, China's Goertek, and Pegatron— the former Google Glass assembler — are competing for mass-production rights. Early prototypes labeled "Made in Taiwan" point to a strong likelihood of Taiwanese firms winning the order.

The industrial sector's demand for machine vision technology is expected to keep rising steadily through 2026, with Taiwan projected to achieve double-digit growth, according to Zebra Technologies. The company, a provider of digital and automated workflow solutions, is advancing its machine vision offerings in response to growing digitization and automation needs.

On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia had placed an order with TSMC for 300,000 H20 chips as inventory to meet strong demand from China.

Taiwan's Minister of Economic Affairs Jyh-huei Kuo met with representatives from Taiwanese small and medium-sized enterprises (SME) on August 18 to discuss the impact of US reciprocal tariffs, fluctuations in the New Taiwan dollar exchange rate, and overseas expansion strategies.

Starting as a tool machine controller manufacturer, Syntec Technology has steadily expanded into robotics and smart manufacturing. Anticipating robust demand for smart manufacturing solutions, the company is set to officially list on the Taiwan Stock Exchange by the end of September 2025, marking an important milestone in its entry into capital markets.

Artificial intelligence (AI) has already transformed how machines see and hear, and the next frontier is smell. US-based olfaction technology developer Ainos has introduced the world's first commercial AI Nose module, featuring globally patented technology and a proprietary Smell Language Model (SLM) that enables machines to analyze odor with human-level precision.

Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on servers using Nvidia chips from Dell and Super Micro during shipment have fueled Beijing's suspicions, deepening its long-standing distrust of American chip security.

As humanoid robots become the next major focus in the ongoing AI boom, leading industrial PC (IPC) maker Nexcom is now seeing its investments in the humanoid robot market bear fruit. Jenny Shen, general manager of subsidiary NexCOBOT, notes that the company has attracted interest from US-based robotics startups. With customers set to launch a new generation of products in the second half of 2026, shipments of humanoid robot-related products are projected to increase more than tenfold compared to 2025.

Morgan Stanley recently published its global top 100 humanoid robots list, featuring four Taiwanese companies: Hiwin Technologies, TSMC, Hon Hai, and Hota Industrial Mfg. Hiwin Technologies is focusing on humanoid and AI robotics through collaborations with its subsidiary Hiwin Microsystems, targeting robotics revenue to reach 10% of total sales by the end of 2025.

Tex Year Industries reported second-quarter consolidated revenue of NT$864 million (approx. US$28.78 million) for 2025, with a net loss of NT$1.94 million attributable to its owners. The company's cumulative revenue for the first half of 2025 increased 1% year-over-year to NT$1.782 billion.

Taiwan-based Tatung has appointed Jung-hua Chang as its new chairman; Chang is also the chairman of Sanlih Entertainment Television (SET). The announcement was made during an extraordinary board meeting on August 19. The personnel change will take effect on August 20. Current Tatung chairman Wkang-hsiang Wang will transition into the role of company president.

Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including MacRumors. The leak also validated a DIGITIMES scoop from August 11: Apple is developing an entry-level MacBook that will use the same A18 Pro chip as the iPhone 16 series.

Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment from the Netherlands for semiconductor production, its top exports to the Dutch market are now sophisticated graphics cards, rather than bicycles.

Networking equipment manufacturer CyberTAN saw its July 2025 revenue drop by 16.69% year-over-year to NT$345 million (approx. US$11.5 million); however, cumulative revenue for the first seven months of the year reached NT$2.381 billion (approx. US$79 million), marking a 28.51% increase year-over-year.

HTC recently launched its first smart glasses supporting Traditional Chinese, the Vive Eagle, integrating multiple AI features such as voice interaction, scene recognition, and real-time translation. This release has reignited market interest and demand for AI glasses.

2025 is being hailed as the inaugural year for AI-powered smart glasses. After Meta and Xiaomi entered the field, Taiwan's HTC Corporation officially launched its first model, the VIVE Eagle, on August 14, intensifying competition in the fast-growing market.