As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton Technology recently introduced an integrated baseboard management controller (BMC). Additionally, Holtek is upgrading server-fan solutions and expects major growth in brushless DC motor (BLDC) applications.

As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin and technical challenges—emerging as a competitive focus among Taiwanese and Chinese manufacturers. This competition underscores quality control and mass production capabilities.

Stratio, a Korean deep-tech startup founded by three Stanford Ph.D. graduates, is introducing what it claims is the first germanium-based short-wave infrared sensor designed for large-scale commercial use. During a live pitch session in Pangyo, the company said its "infrared AI" can solve problems that traditional vision AI and standard cameras cannot, including identifying mixed plastics inside recycling facilities, detecting narcotics, and enabling new capabilities inside future smartphones.

Transmission component maker Hiwin Technologies has positioned itself as a key player in Taiwan's humanoid robot supply chain, with its robotics business expected to exceed 10% of group revenue in 2026, according to chairman Eddie Chuo. Additionally, Chuo noted that Hiwin is in contact with all major contract manufacturers aiming to enter the humanoid robot market.

The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin said that liquid cooling will be a major growth driver in 2026, with rising needs not only from Nvidia but also Advanced Micro Devices (AMD) and application-specific integrated circuit (ASIC) servers. The company estimates that revenue will grow by more than 50% in 2026.

Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch, both citing the Financial Times. A formal announcement of the succession plan is expected following the company's financial results at the end of January 2026.

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.

Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new ventures range from unmanned aerial vehicles to advanced optical systems.

By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue of NT$120 million (US$3.9 million), up 38.61% from the previous quarter, turning profitable and reversing its losses from the first half of the year.

Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from aging power grids and supply chain constraints.

E-commerce service provider Hsin Hsin Galaxy (HHG) reported consolidated revenue of NT$1.32 billion (approx. US$42.5 million) in the third quarter of 2025, up 23.97% year-over-year, and a net income of NT$17 million, up 415% from the same period last year.

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.

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter of 2025 dampened due to tariffs and market uncertainties. However, recent signs of recovery in customer orders have led the company to expect stable automotive-related demand for 2025.

As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp. has recorded three consecutive years of record performance. Leveraging advanced connector design and a resilient global supply network, the company has become a critical partner in the international AI server supply chain and is set to list on Taiwan's Emerging Stock Board on November 12, 2025.

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").

Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward.

Taiwan-based industrial computer maker Nexcom is pivoting hard into humanoid robots as artificial intelligence expands into "physical AI."

Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first half of 2026. The strategic move aims to diversify the company as it faces weakening demand for its traditional consumer projectors.

Machinery exports in October 2025 grew by 11.8% year-over-year to US$2.658 billion, while cumulative exports from January to October 2025 totaled US$25.917 billion, up 7.3% year-over-year, according to the latest report from the Taiwan Association of Machinery Industry (TAMI). Moreover, the machinery industry has seen nine consecutive months of growth since February 2025, due to a slight depreciation of the New Taiwan Dollar, and AI-driven demand for electronic and measurement equipment.

Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic's thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.

Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C purchasing power, companies are turning to new business models and strategic alliances to sustain growth in the commercial market, seeking to offset the shortfall from shrinking consumer spending.

Samsung Electronics is seeking to increase in-house production of key robotics components, with an eye on enhancing its adaptability in the robotics market. Industry experts interpret this move as not just a cost-cutting measure but also as preparation for Samsung's entry into the customized robot business, as adaptability will be a key asset in tailoring each device to meet clients' specific needs.

As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module expertise offers a competitive edge.

The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse.