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Monday 8 December 2025
Research Insight: strong momentum expected for data center AI chip packaging in 2025-2030
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million units in 2030. This data center AI chip category includes high-end and mid-range GPUs, application-specific AI chips (such as Google's TPUs), AI server CPUs, and networking/interconnect-related chips (e.g., Switch ASICs/rack-scale-up Interconnect Chips/DPUs & NICs).
Monday 8 December 2025
Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
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.
Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
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.
Monday 8 December 2025
Foxconn leads global EMS market with strong AI and Apple momentum
According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with Foxconn (Hon Hai Precision) maintaining its position as the world's largest contract manufacturer in the third quarter of 2025, driven by growth in artificial intelligence (AI) and its close ties with Apple.
Monday 8 December 2025
IBM CEO warns AI data center investments tough to break even due to short hardware cycles
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to recoup.
Monday 8 December 2025
EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025
DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while Apple's impact became more pronounced starting in the second half.
Monday 8 December 2025
India roundup: India flip-flops on mandatory security app installation
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Monday 8 December 2025
Ritek revives growth by becoming an AI infrastructure dark horse

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging. Although invisible at the consumer end, Ritek has become an "invisible champion", supplying the tooling, materials, and power backup systems that underpin customers' AI deployment.

Monday 8 December 2025
Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing
China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation.
Sunday 7 December 2025
Arbor and Adlink lay out 2026 strategies in edge AI
The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.
Saturday 6 December 2025
CASwell accelerates software-hardware integration drive to boost 2026 growth
CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services.
Saturday 6 December 2025
Taiwan taps tech strengths to accelerate smart healthcare push

Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions.

Friday 5 December 2025
Taiwan urged to shift from open-source user to global contributor in AI era

As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems.

Friday 5 December 2025
Taiwan pushes toward robotics-driven healthcare as Foxconn expands AI applications
At the opening day of the Healthcare+ Expo in Taipei, HiMEDt—co-founded by Foxconn and the Industrial Technology Research Institute (ITRI)—held its fourth annual symposium, outlining a new blueprint for healthcare in Taiwan. The event highlighted progress in next-generation hospital information systems, digital-twin-driven multimodal medical models, and real-world applications of collaborative robots.
Friday 5 December 2025
Murata unveils smart wearable module at Healthcare+ Expo Taiwan
Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications.
Friday 5 December 2025
Taiwan's Anli's drone program reaches mass production, setting stage for 2026 expansion
Anli International Chairman Chen-Kun Hsu says the company's push into two major markets—automotive components and server hardware—is beginning to take shape. At the same time, Anli's drone program has moved successfully from development into volume production and shipments, demonstrating that the company is strengthening its cross-disciplinary integration capabilities and its expertise in high-precision structural parts.
Thursday 4 December 2025
Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities
The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.
Thursday 4 December 2025
Nvidia's Jetson Thor platform drives edge-AI surge as Edom eyes medical assistive devices as mainstream applications
Taiwan's Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia's newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency.
Thursday 4 December 2025
Tera Auto Tech eyes military and AI growth, optimistic for 2026
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.
Thursday 4 December 2025
Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint for AI server manufacturing, overtaking concerns about memory shortages. Speaking at the DIGITIMES Tech Forum 2026 in Taipei, he said reliable power will remain a major hurdle for the industry through 2026 and likely beyond, even as demand for AI servers stays strong.

Thursday 4 December 2025
Nvidia's stake in Synopsys raises questions over UALink future
Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards for AI accelerator interconnects. The investment follows Nvidia's attempt to strengthen its position amid growing competition from ASIC and chip suppliers like AMD and Intel Corporation.
Thursday 4 December 2025
Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud giants confront mounting costs and seek greater control over their computing destinies, a quieter transformation has been taking shape. This shift could fundamentally alter the balance of power in the semiconductor industry.
Thursday 4 December 2025
Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao stated that while GPU servers will remain the mainstream AI server type in 2026, ASIC servers are rapidly catching up. In 2026, ASIC server shipments are expected to grow 64.2% year-over-year, surpassing the 43.8% growth rate projected for GPU servers.
Thursday 4 December 2025
OpenAI reportedly in talks with TCS to build AI data infrastructure in India
The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider.
Thursday 4 December 2025
Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks
Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.
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