At Hon Hai Tech Day (HHTD25), the spotlight fell on the debut of Foxconn's bipedal humanoid robot. Due to venue constraints, the robot was showcased statically, focusing on its advanced hand demonstration rather than dynamic movement. Foxconn revealed key innovations, including its first dexterous robotic hand and joint modules, signaling the company's ambition to dominate both complete robots and component markets from head to toe.

Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing sector. Moreover, a recent survey by the Federation of Korean Industries (FKI) highlights that China is poised to surpass South Korea across all major industries by 2030, signaling a looming challenge for the country's economic dominance.

At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The event highlighted the company's emphasis on artificial intelligence (AI) and its expanded role in smart industries, underscoring a shift towards a broader technology platform service orientation.

Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan Science Park, the company has launched several drugs in the world's largest pharmaceutical markets, including the US and Canada, and aims to introduce one new drug to the market each year to sustain growth momentum.

Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient power grid plan and a surge in electricity demand from semiconductor overseas expansion and AI data centers, the company announced during its recent investor conference.

The next stage of the future factory will be the era of Physical AI. At Hon Hai Tech Day (HHTD25) held on November 21, Foxconn chief digital officer Zhe Shi stated that future factories will be driven by an AI "brain," empowering various robots, machines, and automated equipment with perception, understanding, and autonomous action capabilities.

The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from September but up significantly by US$13.92 billion, or 25.1%, compared to the same month of 2024. In New Taiwan dollars, this represents a 19.4% increase year-over-year. Cumulative export orders from January to October 2025 nearly hit US$600 billion, marking a 22.6% annual growth.

Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of AI and Quantum Computing, Corporate BD at Foxconn. The event emphasized advancing AI factories and quantum technologies amid rapid AI development.

WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter of 2025. AI-driven demand for servers and supply chain services has made core components and memory the two primary growth engines. Computing-related core components accounted for about 40%, and memory 27%.

Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to

As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup units (BBUs) observed over the past two years, with particular growth anticipated in 2025. Shipment delays due to capacity limits persisted until new production expansions were completed in the fourth quarter of 2025. The introduction of a new 110kW power shelf is currently undergoing customer validation and is set to begin volume shipments in the second quarter of 2026, supporting the acceleration of AI applications.

During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the company anticipates gross margin performance to exceed 2024 levels, driven by fully ramped production capacity in Vietnam and a more competitive cost structure.

Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate AI, semiconductor, and advanced research, signaling a strategic focus on long-term innovation and competitiveness amid intensifying global industry pressures.

Google officially opened a new office in Taipei's Shilin District on November 20, marking its largest AI infrastructure, hardware research, and development center outside its headquarters in the US. According to Google Cloud Platford R&D General Manager Greg Moore, the company aims to leverage Taiwan's comprehensive supply chain and manufacturing capabilities to accelerate project development cycles by up to 40%.

Foxconn Technology Group is expected to showcase its latest innovations and strategic developments during the sixth annual Hon Hai Tech Day, starting on November 21. The event will focus on advancements aligned with the company's 3+3+3 development strategy across computing, manufacturing, and real-world applications; this includes AI Factory, robotics, smart manufacturing, and electric vehicles.

At its 2025 Hon Hai Tech Day event held on November 21, 2025, Foxconn emphasized its strategic transformation from a system assembler to a deeply integrated technology company. Founder Terry Gou attended as an honored guest, and chairman Young Liu highlighted Gou's foundational role, stating that without Terry Gou, there would be no Foxconn today. The event showcased the company's evolving vision and technological ambitions.

Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James Hwang acknowledged that supply constraints and cost inflation present significant threats but asserted that companies able to manage these difficulties effectively can outperform competitors facing more severe disruptions.

Nvidia's overseas headquarters is expected to be located at a technology park in Taipei, with the city government currently negotiating contract matters concerning the US tech giant's land rights for the new facility. Nvidia executives are also set to discuss follow-up investment plans with the city government soon.

The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to long-term leasing contracts with major cloud and software companies, server shortages highlight the ongoing urgency for AI hardware deployment and signal substantial, sustained market demand.

Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025 and are likely to extend into the first half of 2026, supporting revenue and profit growth next year.

Foxconn has announced a joint venture with Intrinsic, an AI robotics software company founded by Alphabet, aiming to develop intelligent factory solutions that enhance manufacturing flexibility, adaptability, and cost efficiency. The collaboration will focus on leveraging AI-powered robotics to transform production methods across factory floors.

Foxconn is accelerating its push into electric vehicles and energy storage batteries, launching its Foxtron plant in Kaohsiung and investing in talent, automation, and supply chain development as it works to build Taiwan's first gigafactory-level battery industry and expand its global footprint.

Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments from major customers that negatively impacted gross margin and overall performance in the third quarter of 2025. However, although revenue from optical modules has dropped due to lower shipments, inventory adjustments are expected to end by year-end.