Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may edge out GPUs in some LLM workloads, yet Nvidia's end-to-end stack, from CUDA to silicon to systems, keeps its lead firmly intact, reinforced further by the Jetson Thor platform for edge AI.

Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company said on December 10, 2025, at the sixth Amazon Smbhav Summit in New Delhi. The planned investment will target business expansion and three priority areas: AI-driven digitization, export growth, and job creation.

After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its official social media channels that Vive Eagle will debut in Hong Kong on December 10, 2025. Expanding the sales regions is expected to boost HTC's overall business performance.

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.

ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec, one of the key suppliers, is optimistic about the 2026 server market, projecting double-digit annual shipment growth for ASIC servers.

China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced on December 9, 2025, that they were scrapping a merger and restructuring plan that had been under preparation for more than six months.

Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals.

Taiwan is moving to cement its position in the emerging global quantum technology supply chain, with the National Science and Technology Council (NSTC) outlining a strategy to build a full ecosystem—from components to systems and applications—powered by the nation's semiconductor and ICT strengths.

OpenAI has reportedly initiated a "code red" in response to increasing competition and decelerating growth, temporarily halting projects such as advertising and Sora for eight weeks to concentrate on enhancing ChatGPT. This strategic pivot reveals internal conflicts regarding the company's development priorities.

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.