Wieson reported significant gains in its third-quarter 2025 results, driven by heightened demand for connectors in artificial intelligence (AI) servers and high-performance computing (HPC) equipment. The company's entry into the AI supply chain contributed to improved operational performance and stronger order momentum, positioning it well for ongoing expansion in these sectors.
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company's general manager Ying-Shuo Lin.
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation is driving significant expansion in the backend chip testing market. With increasingly complex AI chip architectures, advanced testing durations and complexities have risen sharply compared to before.
Time-lapse camera manufacturer Brinno announced it will participate in the Dubai Airshow 2025, marking its first appearance at the international aerospace and defense exhibition, to expand into the Middle East defense sector.
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.
As the global AI surge continues to benefit TSMC and other semiconductor supply chain players, Taiwan's government is tightening the criteria for employing foreign migrant workers to safeguard employment conditions for both domestic and overseas labor. This move aims to prevent downstream electronics assemblers and traditional industries from using migrant labor solely to cut costs, which could indirectly suppress wages for Taiwanese workers.
Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration and accelerating its push to localize Taiwan's drone supply chain.
With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025 and a 2026 first half that shows little sign of the traditional slowdown.
Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on November 13. During the opening ceremony, he stated that Taiwan has long played a key role in the technology industry chain, highlighting that while Taiwan excels in manufacturing technology products for export, it is a missed opportunity if it does not use it domestically. He emphasized that Taiwan should not only create export value through artificial intelligence (AI) but also use it to enhance the well-being of its citizens.
SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing dominance in industrial automation and simultaneously marks a substantial withdrawal for Europe from the rapidly evolving, AI-driven robotics race.
India-based EMS provider Syrma SGS is investing INR15.95 billion (approx. US$180 million) to set up a plant near Naidupeta, Andhra Pradesh. The facility is expected to create over 2,100 high-skill jobs and strengthen domestic PCB production, while the company also plans to produce laptop motherboards locally to increase value addition and qualify for government incentives, according to The New Indian Express.
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.
Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of the New Taiwan dollar, and ongoing product mix optimization strategies. Revenue increased 1% quarter-on-quarter to NT$24.808 billion (US$799.3 million), while net profit after tax rose 23% quarter-on-quarter to NT$2.086 billion.
Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on short-term needs. The company is optimistic about revenue growth next year, fueled mainly by strong demand in semiconductor equipment and robotics, which it sees as key drivers for its business.
BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical is stepping up efforts to advance its three main product lines, expecting two of them to see substantial growth momentum in 2026, with most of the products contributing to sales.
Following the success of ASE and Siliconware Precision Industries (SPIL) in forming a joint holding company, Taiwan's government is now expanding incentives to encourage more listed firms to establish joint holding companies. Proposed amendments to the Business Mergers and Acquisitions Act received swift preliminary approval from the Legislative Yuan's Economics Committee on November 10, 2025, with cross-party support, and the National Development Council (NDC) aims to see 15 new holding companies formed within five years, with the Executive Yuan's National Development Fund (NDF) potentially investing.
In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in Taiwan's strength in the industry, positioning the country as a key global hub for AI advancement.
Uniplus Electronics, the transformer and electronic components subsidiary of Star Fusion Group, announced on November 12 that the company would rebrand its name to "光譜電工" (directly translated as "Spectrum Electrical Engineering").
The board of directors of Tatung Co. approved the appointment of a new chief executive officer on November 10, 2025, alongside the release of the company's third-quarter 2025 earnings.
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's management revealed during its earnings call on November 12. This move reflects Pegatron's broader strategy to diversify its manufacturing footprint and reduce reliance on its core contract with Apple Inc., which still accounts for approximately 60% of its revenue.
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu.
