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Jan 13
Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center supply chains continued to post standout growth and fresh revenue records, while PC-focused ODMs were steady, and many traditional consumer-electronics and peripherals manufacturers remained subdued. Automotive, industrial, and IoT-related businesses showed signs of recovery, but results varied widely by project timing and customer qualification cycles.
AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg. The company plans to continue pursuing its initial public offering (IPO) as part of a broader strategy to expand its AI computing hardware and cloud services.
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering approach under constrained computing resources, it delivered model performance that exceeded market expectations and caught the AI community off guard. At the time, many dismissed it as a one-off "cost-performance ambush." In hindsight, it now appears more like a prelude.
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process are accused of relying on Chinese technologies, raising questions about how independence should be defined in national AI development.
Genomics BioSci & Tech (Genomics) reported consolidated revenue of NT$112 million (US$3.54 million) in December 2025, setting a new single-month record with an 86.11% increase from November and 81.52% growth year-over-year. This strong finish contributed to full-year consolidated revenue of NT$708 million, a historic high and a 36.86% increase from 2024.
Tatung Co. has identified 2026 as a pivotal year to advance its transformation efforts, focusing on power, energy, and technology sectors following recent board elections and management restructuring. The company's power business and electronic manufacturing services (EMS) are driving growth, supported by strong export orders and increased production.
Smart glasses, which dominated the Consumer Electronics Show (CES) 2025, saw a notable decline in visibility at CES 2026, suggesting a potential shift in market dynamics or industry focus. As the wearable technology sector evolves, questions arise about whether the demand for smart glasses is cooling or entering a new phase of development.
At first glance, CES 2026 looked like another celebration of the software-defined vehicle (SDV). Chip makers, operating system providers, and over-the-air (OTA) update platforms all promised "lifetime upgrades" as their most compelling pitch.
U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior materials. The company is also expanding partnerships with local firms to enter sectors including electronics, medical devices, green energy, optical films, and flexible HC materials.
As the global generative AI race enters a more competitive phase, the direction of China's large-model development is no longer shaped by a single company. Instead, it is increasingly influenced by a small group of figures with strong research credentials, engineering expertise, and industry clout.
Luxshare Precision Industry said it has moved to terminate an agreement to buy an India-based business asset package from Wingtech Technology after the transfer was blocked by legal restrictions, including seizures and freezes, escalating a cross-border dispute that both sides have now taken to arbitration in Singapore.
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption of denial" to a case-by-case review, provided exporters meet new certification and testing requirements.