Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart's deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.

At Hon Hai Tech Day 2025 (HHTD25), Foxconn clearly showcased its ambition to transition from hardware manufacturing to platform solutions. For the first time in the smart city exhibition area, Foxconn acted as a system integrator, leveraging its self-developed CityGPT platform to integrate technologies from global leaders such as NVIDIA and Microsoft. Supported by Taiwan's Ministry of Economic Affairs' (MOEA's) Asia New Bay 2.0 project, Foxconn is partnering with trusted technology service provider Gogolook to jointly build city-level AI solutions with cybersecurity resilience.

Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether it is Nvidia's GPUs or Google's TPUs, both continue to push toward higher performance and lower power consumption. With support from TSMC and the rest of the supply chain, Wang is confident AI will not face a bubble.

Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return its core business to profitability. The company currently holds about NT$3 billion (US$95.8 million) in orders and is expanding aggressively into the electronics equipment sector, which comprises approximately 12% of its third-quarter revenue, with plans to increase this share to nearly 20% by 2026.

Google has made a decisive comeback in the artificial intelligence sector with the recent launch of its upgraded Gemini 3 large language model and self-developed Tensor Processing Unit (TPU) hardware. This development positions Google as a strong contender to take an early lead in the ongoing AI race, nearly three years after ChatGPT stunned the tech industry in late 2022.

Despite challenges in the global consumer electronics market, Acer's subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this performance to the company's strategic focus on edge devices powered by artificial intelligence, positioning Acer Gadget for long-term growth despite a difficult macroeconomic outlook expected in 2026.

The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent statements by Federal Reserve Vice Chair Philip Jefferson. Unlike the speculative internet bubble of the 1990s, today's AI companies generally boast established businesses and profits, reducing the likelihood of a repeat collapse.

Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments will begin in the fourth quarter of 2025, with system-level validation expected by the third quarter of 2026. As partnerships move into mass production, fiber array units (FAUs) are set to become a core growth engine, with shipments scaling up gradually.

The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section 301 investigation of China's technology transfer, intellectual property, and innovation practices. The exclusions, previously set to expire on November 29, 2025, will now remain in effect until November 9, 2026.

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased by cloud giants, including Amazon, Google, and Oracle.