ams OSRAM recently conducted its annual media briefing in Taiwan, showcasing progress in its sensor and lighting technology portfolio over the past year. The company's automotive electronics segment now constitutes more than half of its revenue, with expectations for this proportion to increase further in the coming years.

Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India.

Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related products expected to increase by 50 to 60% in 2026. The company also identifies emerging sectors such as AI glasses and robotics as key long-term growth areas, despite uncertainties in broader memory market dynamics.

Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry.

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise.

Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan.

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers and advancements in high-speed transmission standards. These factors are expected to be key growth contributors by 2026.

J&B International has initiated operations at its new Vietnam factory, shifting the site from Binh Phuoc to Dong Nai Province. CEO Clive Hsiao said the land purchase and plant design are complete, with environmental reviews underway. Construction is expected to start soon, targeting completion by end-2026 and trial production in first quarter 2027.

Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements. The company highlighted growing demand for high-speed optical interconnects reaching 800G, 1.6T, and even 3.2T generations.

While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct track with promising opportunities for Taiwan's supply chain. This shift explains why China and the US have surged ahead, while Japan, once dominant in robotics, has largely fallen silent.

The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South Korea, and Thailand. Foxconn's rotating CEO, Kathy Yang, indicated the overall impact on the company is limited.

The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key equipment have been significantly extended, with some large transformers requiring as long as 24 months. This not only tests grid resilience but also creates challenges for major tech firms urgently seeking new power capacity.

UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers. The company expects new applications, including bistable display technologies and light-source components developed by its UltraDisplay unit, to begin contributing in 2026.

he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According to reports from Bernama and Nanyang Siang Pau, the Ministry of Investment, Trade and Industry (MITI) stated that under the 1986 Promotion of Investments Act, these REE midstream and downstream operators can apply for Pioneer Status, which grants tax exemptions on investments.

The Executive Yuan in Taiwan has proposed a NT$1.25 trillion (US$40 billion) special defense budget aimed at enhancing seven critical areas, including air defense, electronic warfare, and cybersecurity. A central focus of the "Taiwan Shield" initiative is to develop a multi-layered air defense system spanning high, medium, and low altitudes to improve national security.

Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo Switch 2 gaming console up by 40%, putting significant pressure on its profit margins. In response to the rapidly increasing semiconductor demand driven by AI infrastructure expansion, the electronics and home appliance supply chains have also started feeling noticeable impacts.

Mexico is preparing a major shift in its trade policy, approving broad tariffs on imports from Asian countries without free-trade agreements, including China, India, and South Korea. According to The Economic Times, the Senate passed the bill on December 10, 2025, with 76 votes in favor, 5 against, and 35 abstentions.

Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since the Russia-Ukraine war, drones have become a decisive weapon on modern battlefields. Compared to the drones themselves, GCS devices share similarities with existing rugged tablet product lines, positioning 2026 as a key year for shipment growth.

The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.

Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.

PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity, driving demand for high-end CCD back-drilling machines, semiconductor advanced packaging measurement, and automated optical inspection (AOI) equipment to increase in 2025. This pushed cumulative revenue for the first 11 months of 2025 beyond the total for 2024, setting a record.

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their focus to energy-saving and smart home products, as well as strengthening their presence in the commercial sector by launching new business models to counter the economic slowdown.

Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly adjust production according to its strong customer order demand.

Benefiting from solid order momentum across its technology and consumer-related business groups, cleanroom electromechanical integrator Acter Group posted consolidated revenue of NT$3.73 billion (US$119.6 million) in November 2025, up 20% year-over-year. Consolidated revenue for the first 11 months of 2025 reached NT$37.43 billion, up 41% year-over-year, with both setting new historical highs for the same period. Facility engineering projects for clients in semiconductors, electronic components, cloud computing, and general consumer sectors have been steadily recognized according to Acter's schedule. Demand for cleanroom upgrades and retrofits in existing factories continues to climb and increase business.