Amid the ongoing arms race for AI computing power and the global push for infrastructure upgrades and industrial automation, communication and sensing components have risen in profile to become critical system elements. Grand-Tek Technology is seeing order momentum outpacing current revenue performance.

Nvidia announced on December 15, 2025, the acquisition of AI software company SchedMD, underscoring its accelerated push into open-source technologies and deeper investment in the AI ecosystem amid intensifying competition. SchedMD is the primary developer of Slurm, a widely used open-source workload management system.

Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI's video generation platform. Bloomberg reports that OpenAI did not pay a traditional cash licensing fee to obtain Disney's IP this time, but instead provided stock purchase warrants, allowing Disney to buy OpenAI shares at an agreed price in the future, on top of its existing US$1 billion equity stake.

In 2025, Shanghai hosted two AI conferences that spotlighted its tech advantages and featured the Global Developer Pioneers Summit (GDPS) 2025 competition, which emphasized practical AI solutions for industry and rescue operations.

As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.

Robotics and unmanned aerial vehicles are poised to be among the most significant industrial growth themes of 2025, and Taiwan's Ability Enterprise is drawing attention for its aggressive push into both fields simultaneously.

Taiwanese AI healthcare startup Health2Sync has made significant inroads into the Japanese corporate health insurance market by securing contracts with major firms Hitachi and NTT. The deals mark a key expansion of Health2Sync's presence in Japan, following its pioneering status as Taiwan's first medical AI company to break into overseas markets.

Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts explained that lower ASIC margins are common due to customer-driven design changes and production timing.

Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact demand.

Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025, Taiwan's exports to the US increased by 73.4%, compared to a modest 2.8% growth to Europe. AI server shipments to the US surged by 115.7%, almost entirely purchased by American cloud service providers (CSPs), highlighting the US market's dominant role in Taiwan's AI hardware exports.