The Executive Yuan in Taiwan has proposed a NT$1.25 trillion (US$40 billion) special defense budget aimed at enhancing seven critical areas, including air defense, electronic warfare, and cybersecurity. A central focus of the "Taiwan Shield" initiative is to develop a multi-layered air defense system spanning high, medium, and low altitudes to improve national security.
Meta Platforms is reportedly delaying the release of its next-generation artificial intelligence (AI) model, Avocado, to the first quarter of 2026, according to sources cited by CNBC. The move accompanies a strategic shift from open-source to closed-source AI development and a major restructuring of Meta's AI division.
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture GPUs. Nvidia acknowledged the situation but said it had no concrete evidence and would investigate all available leads.
Pegatron chairman T.H. Tung said the Federal Reserve's 25-basis-point cut matched market expectations and would inject more liquidity into financial markets, supporting equities, real estate, and other assets in what he described as a brief global upswing.
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building agentic AI systems. On December 9, UiPath outlined six key AI agent development trends for 2026 in Taiwan, emphasizing the country's leadership in the manufacturing and finance sectors as a model for global AI governance, deployment, and advancement.
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since the Russia-Ukraine war, drones have become a decisive weapon on modern battlefields. Compared to the drones themselves, GCS devices share similarities with existing rugged tablet product lines, positioning 2026 as a key year for shipment growth.
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.
Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November 2024. The company's cumulative revenue for the first 11 months of 2025 reached NT$1.01 trillion, down 0.55% year-over-year.
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations as it navigates a costly scale-up phase.
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake in chipmaker Ampere. The company highlights multicloud momentum and expanding AI opportunities.
PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity, driving demand for high-end CCD back-drilling machines, semiconductor advanced packaging measurement, and automated optical inspection (AOI) equipment to increase in 2025. This pushed cumulative revenue for the first 11 months of 2025 beyond the total for 2024, setting a record.
More coverage
