OpenAI's Sora, a new product aimed to be "AI TikTok", has sparked concerns that the company is drifting from its original mission to benefit humanity. However, CEO Sam Altman insists that Sora helps fund the development of artificial general intelligence (AGI) and does not conflict with OpenAI's nonprofit goals.

Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass production at the new facility is scheduled to begin in the first half of 2026.

Broadband equipment supplier Twoway Communications continues to focus on its two core businesses — broadband transmission equipment and smart networking AIoT applications. In particular, the company has actively expanded its AIoT business in recent years, with increasing order momentum contributing significantly to overall revenue through September 2025.

Taiwan-based Niching Industrial continues its steady growth trajectory in 2025, buoyed by robust demand from AI servers and automotive electronics. The company's heat spreader and IC substrate businesses have become twin pillars driving revenue expansion.

Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller architecture developer FADU to jointly develop high-end enterprise-grade SSD solutions tailored for next-generation server platforms.

AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have recently accelerated the construction of new plants to meet strong demand expected through 2027.

Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025. ODMs initially expected a transitional slowdown, but smooth delivery has exceeded expectations, signaling a rapid volume ramp-up in the fourth quarter. This positive outlook benefits system integrators and cooling module suppliers across the ecosystem.

Larry Ellison, the 81-year-old head of long-standing Silicon Valley tech giant Oracle, has surpassed Elon Musk to become the world's richest person. Ellison transformed the company overnight from a declining database business into an AI powerhouse and potentially the biggest winner in the future TikTok equity deal.

The global AI boom is fueling demand for high-performance servers, pushing liquid cooling to the forefront of data center architecture to handle GPU power and density. Research firms project the global liquid-cooled data center market will grow from US$4B in 2023 to US$10B by 2028, at a compound annual growth rate (CAGR) of about 20%.

The Taiwan InnoTech Expo (TIE) 2025 will take place as scheduled on October 16–18 at the Taipei World Trade Center Hall 1, signaling confidence in Taiwan's innovation momentum even as Washington considers sweeping new tariffs on semiconductor and technology products.

Cisco Systems introduced a new high-capacity routing system and networking chip designed to connect data centers handling artificial intelligence (AI) workloads over vast distances, as rising power demands force companies to spread computing operations across regions.

Hewlett Packard Enterprise (HPE) is intensifying its focus on artificial intelligence (AI) adoption in Taiwan and Hong Kong amid increasing demand across multiple sectors, particularly manufacturing, finance, and healthcare in Taiwan. Jon Wang, managing director of Taiwan & Hong Kong at HPE, emphasized that enterprises in these regions are seeking comprehensive AI solutions that integrate computing power with advanced networking capabilities.

Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including Quanta, Wistron, Mitac, Mitac Digital Technology, and Wiwynn all recorded impressive gains as investments in data center and enterprise AI hardware continue to expand.

Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than just a topic of discussion—it became the model that state officials and industry leaders are actively replicating.

Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand for artificial intelligence (AI) infrastructure.

MiTAC Computing Technology Corporation, a subsidiary of MiTAC Holdings, has announced the signing of a memorandum of understanding (MOU) with Belgian innovator Tonomia, which focuses on distributed AI renewable energy solutions. This partnership marks an important milestone in advancing sustainable AI infrastructure.

SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan, focusing on semiconductor process materials, equipment, automation systems, and precision components; demonstrating its competitive edge in global supply chain platform integration services.

Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.

OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand its artificial intelligence infrastructure. The industry is closely monitoring whether these partnerships and investments will yield significant returns or if the AI sector is entering a speculative bubble phase, with the latter half of 2026 poised as a critical evaluation period.

AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights both growth potential and risks in the evolving AI landscape.

As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production within their supply chains. Taiwanese IPC vendors are successively launching global production deployments.

OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain remaining essential despite investment risks.

On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly, at the beginning of 2025, Meta also set its sights on South Korean chip startup FuriosaAI, a company gaining attention for its unique Tensor Contraction Processor (TCP) chip architecture and dedicated to enhancing AI performance through the efficiency of TCP design.

The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026. The production system for core equipment will involve US semiconductor company Broadcom, Japanese IC substrate manufacturer Shinko Electric Industries, and Taiwan-based Accton.

The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional air cooling is gradually approaching its limits in terms of energy efficiency and heat dissipation capability, making liquid cooling technology a focal point in the market. Supply chain sources point out that AI heavily relies on a stable computing environment, and thermal management is no longer just an additional measure but directly affects server performance and data center return on investment.