The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products.

Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a shift now clearly reflected in its financial performance and product mix.

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.

Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle (EV) launch event on December 18, 2025, Shihlin Electric showcased its commercial electric logistics fleet developed with CMC, alongside an integrated solar, charging, and energy storage power system.

Amid sustained high demand for AI computing power and accelerated deployment of data center expansions and edge AI applications, Powertech expressed an optimistic outlook for its 2026 operations during its December 16, 2025, earnings call. The company plans to continue targeting high-growth product lines and markets by expanding its portfolio based on core technologies while concentrating resources on high-value and fast-growing customers.

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.

Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D and prototyping efforts in the field ongoing, the company will continue to expand into the non-consumer electronics sector, says president Colin Hsieh.

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.

Taiwan-based component supplier Sixxon Tech reported broad-based revenue growth across all product lines in the first three quarters of 2025 and outlined an expansion-driven strategy for 2026, emphasizing industrial, medical, and energy-related applications as it works to reduce long-term reliance on automotive demand.

Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.

Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter of 2026, adding it to the list of passive component makers implementing price hikes. The move follows rising costs of precious metals and signs of recovering demand in the artificial intelligence (AI) and networking markets.

Amid the ongoing arms race for AI computing power and the global push for infrastructure upgrades and industrial automation, communication and sensing components have risen in profile to become critical system elements. Grand-Tek Technology is seeing order momentum outpacing current revenue performance.

The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on December 17, 2025, with Acer chairman Jason Chen emerging as the frontrunner. Chen is positioned to replace Paul Peng, who is stepping down after six years leading the influential industry body.

Weblink International is positive yet proceeding cautiously into 2026. As AI applications are rolled out more broadly, the company will continue to deepen its presence in the commercial market. Its strategic focus will center on four key pillars: a diversified brand portfolio, innovative services, digital transformation, and deeper market penetration.

Smart building solutions provider Ezcon has announced the launch of its fully integrated smart building solution, developed in conjunction with major partners Intel, Aopen, Advantech, Aspeed Technology, and Schneider Electric. According to Ezcon CEO Benny Chou, the move aims to address low-cost competition from Chinese suppliers and fragmented systems in the Taiwanese market by introducing high-spec hardware and API integration to facilitate after-sales maintenance and cross-system interoperability.

Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers' (CSPs) surging capital expenditures to upgrade high-power servers and rack power distribution systems amid explosive AI demand growth.

As global artificial intelligence (AI) computing demand surges from the megawatt (MW) to gigawatt (GW) scale, traditional data centers are facing cooling and energy challenges. This shift is driving the industry from air cooling technology to high-efficiency liquid cooling, with "waste heat" increasingly seen as a key asset for the next wave of the energy revolution.

On December 12, 2025, Kenmec chairman Kevin Hsieh shared insights on the core competitiveness and market positioning of AI data center infrastructure. He also discussed how to build an irreplaceable "know-how" barrier amid global competition.

Cable assembly manufacturer BizLink is advancing its research and development capabilities by integrating AI, automation, multiphysics simulation, and digital twin technologies to meet the surging demand in the high-speed computing market. The company points out that the core R&D challenges lie in achieving both high speed and high power, extending into mechanical structure analysis, making cross-domain integration an essential capability.

Ubiqconn Technology, part of the First International Computer Group, announced that its technical foundation in maritime communications and satellite applications continues to support new business development. Orders for unmanned aerial vehicle (UAV) ground control stations (GCS) are being implemented and will gradually be reflected in operations according to project schedules.

AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025 to NT$1.08 trillion (US$34.64 billion), officially surpassing the trillion-dollar mark.

Inflation, tariffs, a shrinking housing market, and changing consumer habits have dampened sales of TVs and other home appliances in recent years, leading manufacturers to turn their focus to energy-saving and smart home products, as well as strengthening their presence in the commercial sector by launching new business models to counter the economic slowdown.

Precision gear manufacturer Khgears International is accelerating its push into the robotics automation market, with cumulative revenue through November 2025 hitting a new high. Supported by multiple new product launches entering mass production and shipment, the company expects smart transmission products to account for an increasing share of total revenue in the fourth quarter of 2025, becoming a key driver of future growth.