As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain management. AU Optronics (AUO) chairman and CEO Paul Peng underscored the necessity for Taiwanese firms to transition from passive manufacturing bases toward leveraging the US as a critical market, innovation center, and capital platform.

Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets. However, performance has varied widely among companies. Pegatron chairman TH Tung said that his company's efforts over the past two to three years will pay off with triple-digit growth in 2026. He described the AI industry as entering a phase of aggressive expansion and expressed optimism that 2026 will be a year of unstoppable momentum.

Outdoor enthusiasts are increasingly demanding real-time information beyond what traditional bike computers or smartwatches can provide. However, challenges such as poor visibility under strong sunlight, the burden of device weight, and safety risks from looking down at data remain major hurdles for outdoor tech applications.

Hyundai Motor is establishing a specialized parts procurement organization to build a scalable mass production system for its robotics business, focusing on securing the global supply chain of key components such as actuators. This strategic move aims to prepare Hyundai for future market demands in humanoid robots.

Chinese robot vacuum makers are accelerating product innovation at a pace that has forced weaker rivals out of the market, reshaping a category once dominated by US brands and raising expectations for what home robots can do.

Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new directors.

Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The company's quarterly revenue scale expanded significantly, with cloud networking products contributing notably to its top line. This marks a strategic shift for Foxconn from relying solely on consumer electronics toward a dual focus on both consumer devices and AI servers as key growth engines.

Introducing OLED technology into IT applications has been on the rise over the last couple of years, and display driver IC (DDI) companies expect this segment to provide new incremental growth momentum for OLED DDIs. Major notebook companies have already rolled out high-end product lines equipped with OLED displays, indicating that related projects are already shipping. However, DDI brands say the impact has not been particularly noticeable so far, describing the current situation as having projects but limited shipment volumes.

Artificial intelligence (AI) development is entering a pivotal phase as the industry prepares to shift from showcasing model capabilities to assessing the technology's practical impact and value in 2026. Experts from Stanford University, industry leaders, and AI researchers emphasize a growing demand for measurable returns on investment and tangible productivity gains rather than exploration of theoretical potential.

Tienpin United has officially transitioned from traditional life services to the AI sector, with its AI server cleaning business demonstrating strong growth momentum. The company reported that accelerating global demand for AI computing and data center deployments has driven interest in its liquid-cooling system-cleaning solutions from multiple mainstream clients.