Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications. The company's consolidated revenue for the month reached NT$47.025 billion (approx. US$1.49 billion), up 13.6% from November and 13.8% year-over-year.

Memory price surges are reshaping the global smartphone market outlook for 2026, according to insiders at Sunny Optical. Significant order reductions from Chinese manufacturers amid soaring memory costs signal challenges ahead for the industry.

At CES 2026 in Las Vegas, China's major exhibitors prominently showcased products under the banner of "innovation," drawing significant attention on the show floor. However, some observers noted that many Chinese products closely resemble existing concepts from global companies, with industry insiders accusing Chinese firms not only of imitation but also of repackaging copied designs as independently developed innovations.

Given shifting tariff policies and ongoing supply chain restructuring, Taiwan's small and medium-sized enterprises (SMEs) are undergoing a structural transformation in their foreign trade models. Annie Liao, the newly appointed general manager of Alibaba.com Taiwan, observed that order-taking practices that were once concentrated in a few markets have loosened over the past year. More companies are now experimenting with diversified export markets and accepting smaller but more varied orders. Taiwan manufacturers' flexibility in customization and strong capability to replicate and refine products have become key advantages that set them apart from competitors.

Japanese glass manufacturer AGC Corporation announced the completion of a major restructuring initiative, exiting the small-glass-substrate business for mobile phones. This move signals a pivotal step toward corporate recovery. The company has faced substantial impairment losses in its display, electronic device, and pharmaceutical segments since 2020 due to fluctuating demand amid the COVID-19 pandemic.

Lenovo is aiming to double its business in India over the next three years, leveraging strong growth in its Motorola smartphone segment and its infrastructure and services verticals, according to company executives. Lenovo's Asia Pacific leadership highlighted domestic consumption and the "India for the world" strategy as central to the company's future expansion, with India emerging as one of Lenovo's fastest-growing markets worldwide, according to the Economic Times.

Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.

Nvidia CEO Jensen Huang emphasized strong AI computing demand at CES 2026, showcasing the latest products and technologies while dispelling AI bubble concerns. He highlighted continuous performance gains from Hopper to Blackwell and the next-generation Vera Rubin architectures, projecting significant inference cost reductions.

Benefiting from a rebound in global retail, financial automation, and cybersecurity demand, Industrial PC (IPC) maker Ennoconn announced that its Industrial Internet of Things (IIoT) business grew significantly, pushing monthly revenue to a new record high. Although cumulative full-year 2025 revenue showed a slight year-over-year decline due to the timing of project revenue recognition, Ennoconn's standalone operations maintained double-digit growth for the full year. This shows that the group's efforts in optimizing its product mix and transitioning toward higher-margin Ennoconn Solution as a Service (ESaaS) strategies have begun to pay off.

GSEO announced that its consolidated revenue for December 2025 reached NT$2.63 billion (approx. US$83.3 million), up NT$361 million from November's NT$2.269 billion, representing a month-over-month increase of 15.92%. Compared to December 2024's NT$1.449 billion, this marked an 81.50% year-over-year growth. The company's cumulative consolidated revenue for the entire 2025 was NT$24.987 billion, rising by 7.78% year-over-year.

Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other memory prices expected to surge roughly 10x starting fall 2025, rapid global data center expansion is fueling explosive demand for advanced semiconductor manufacturing tools.

India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software, and process control capabilities.

Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company consistently purchasing large volumes of memory and ranks among the largest direct memory buyers globally.

Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence.

Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders.

As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

Excellence Optoelectronics Inc is set to strengthen its North American presence with a new manufacturing plant in Mexico, scheduled to start operations in early 2026. The facility aims to reduce shipping costs, shorten delivery times, and improve efficiency, marking a major step in the company's transformation into a multi-business platform enterprise.

At CES 2026 in the US, NXP showcased a comprehensive display area at the LVCC central plaza, highlighting its latest automotive computing processors, including the recently launched S32N7 and multiple module solutions. These modules are supplied largely by Taiwanese electronics giants such as Pegatron, Quanta, and Delta, underscoring Taiwan's growing influence in the automotive electronics market.

At CES 2026, TCL showcased new TVs but removed the "NXT FRAME" trademark following a German court ruling in February 2025 that favored Samsung Electronics' "The Frame" over trademark infringement.

At CES 2026, leading South Korean corporations such as LG Electronics, Hyundai Motor Group, and Samsung Electronics drew attention by focusing on robot actuators—critical components that function as joints in humanoid robots. Industry experts highlight actuators as a key growth market, as a single humanoid robot requires over 100 actuators to ensure performance and manage costs. This focus aligns with the growing interest in physical artificial intelligence applications across sectors.

Chinese robotics developers appeared at CES 2026 with a stronger focus on commercial deployment, highlighting embodied intelligence and real-world applications as companies sought to raise international visibility beyond conceptual demonstrations.

Taiwan is positioning itself as a global AI powerhouse by building on its dominant semiconductor industry. The Executive Yuan concluded its 2026 Technology Advisory Conference with a policy report focused on advancing Taiwan's artificial intelligence (AI) capabilities by leveraging its hardware strengths and edge computing. Chief Advisor Liao Chun-chih delivered the closing recommendations to Premier Rong-tai Chuo, emphasizing selective international partnerships and hybrid cloud-edge AI development models.

China has stepped up export controls affecting military and civilian sectors, with potential restrictions on rare earth products to Japan causing significant unease. Japanese industries, particularly automotive and electronics, are evaluating the possible consequences amid uncertainties about the scope of the new Chinese measures.