Techman Robot has announced an expanded technical partnership with CSBC Corp. to develop AI-driven collaborative robots (cobots) tailored for narrow-space welding tasks in the shipbuilding industry. The collaboration centers around Techman's new lightweight TM3 AI cobot equipped with native AI vision technology.

ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence chip processors, according to sources cited by the Financial Times. The planned increase from CNY150 billion in 2025 reflects ByteDance's intensified emphasis on AI development.

Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the first half of 2026 will be driven mainly by the cloud and server markets, which are expected to show strong positive trends extending into 2027. In contrast, consumer electronics, industrial automation, and new energy sectors are forecasted to remain flat or slow down.

Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US.

Alphabet has agreed to acquire Intersect, a provider of data center and energy infrastructure solutions, in a cash deal valued at US$4.75 billion plus the assumption of debt, the company said on December 22, 2025. The transaction is expected to close in the first half of 2026, subject to customary regulatory and closing conditions.

QNAP Systems officially listed on Taiwan's over-the-counter stock exchange on December 22, 2025, but faced reports of a suspected hacker intrusion on its first day. The company quickly clarified that the incident stemmed from maintenance negligence involving a single user device and was not due to any systemic security vulnerability in its myQNAPcloud service platform.

Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier F Cangsan Warehouse in the Port of Kaohsiung's Penglai Commercial Port Area, the new facility highlights the company's strategy of operating with its headquarters in Hsinchu and R&D center in Kaohsiung. This north-south operating model is expected to accelerate R&D efficiency and inject fresh momentum into the advancement of southern Taiwan's tech industry.

Cybercriminals are turning the holiday shopping season into a lucrative target, exploiting peak online transaction periods with automated attacks, counterfeit domains, and underground promotions of stolen data, according to Fortinet's 2025 Holiday Cyber Threat Report.

Optical and electrical inspection equipment supplier Test Research Inc. (TRI) held an online investor conference on December 16, 2025, stating that, benefiting from continued strong demand for networking servers, semiconductors, and automotive electronics, its 2025 revenue is confirmed to hit a record high. The company expects 2026 order momentum to remain strong, significantly reducing the impact of traditional seasonality, with full-year operations expected to continue setting new highs. Gross margin is projected to remain firmly in the 55–60% range.

Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025 marked by inflation, currency swings, and escalating US-China tensions. While the consumer electronics sector contends with rising costs and shifting demand, these companies have leveraged AI server growth to bolster financial performance amid a shrinking PC DIY market.

Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under Section 232 and a stronger-than-expected surge in AI demand driving export momentum.

Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and increase AI server capacity at its Hsinchu campus. To support this growth, Wistron authorized up to NT$21.528 billion (approx. US$683 million) for machinery and facility upgrades at Hsinchu, aiming to meet rising AI demand.

Amid sustained investments in AI computing infrastructure fueled by cloud service providers (CSPs) and large data centers, a structural differentiation has quietly emerged in the supply chain for power supplies. Due to differences in power architecture and site conditions between cloud-based hyperscale AI data centers and edge AI applications, power supply makers have adopted different approaches, leading to different timelines in realizing benefits.

Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals a strategic shift as the AI memory market diversifies beyond high-bandwidth memory (HBM), with Samsung's LPDDR expertise offering a competitive edge, according to Samsung and Korean media ZDNet Korea and Biz Herald.

The Cloud Computing & IoT Association in Taiwan (CIAT) held its 2025 annual member meeting on December 17, 2025, unveiling a forward-looking strategy for the next wave of technological momentum. The association expressed optimism about the global surge in artificial intelligence (AI), focusing future efforts on two key areas

Cable and stainless steel maker Walsin Lihwa is expanding its business scope by entering high-value markets such as AI servers, automotive, robotics, consumer electronics, and energy with a new stainless steel product line. The company recently introduced the Steeval cold-drawn stainless steel bars designed for critical applications requiring precision and durability.

Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that comfortably cleared Wall Street's expectations, fueled by a relentless corporate appetite for artificial intelligence infrastructure.

Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized project to advance the country's AI software sector. The software initiative aims to encourage all industries to adopt intelligent applications, transforming Taiwan into a truly smart technology island.

As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet, and Trend Micro point to a pivotal shift: artificial intelligence will evolve from a mere "assistive tool" into an autonomous agent capable of independent decision-making.

Elon Musk's SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the University of California, Berkeley's Space Sciences Laboratory, believes that once Musk realized Starlink satellites could be built as a distributed data center network, taking SpaceX public became inevitable.

Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.

As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.

Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025, Taiwan's exports to the US increased by 73.4%, compared to a modest 2.8% growth to Europe. AI server shipments to the US surged by 115.7%, almost entirely purchased by American cloud service providers (CSPs), highlighting the US market's dominant role in Taiwan's AI hardware exports.