Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan.

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers and advancements in high-speed transmission standards. These factors are expected to be key growth contributors by 2026.

Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday.

J&B International has initiated operations at its new Vietnam factory, shifting the site from Binh Phuoc to Dong Nai Province. CEO Clive Hsiao said the land purchase and plant design are complete, with environmental reviews underway. Construction is expected to start soon, targeting completion by end-2026 and trial production in first quarter 2027.

Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements. The company highlighted growing demand for high-speed optical interconnects reaching 800G, 1.6T, and even 3.2T generations.

While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct track with promising opportunities for Taiwan's supply chain. This shift explains why China and the US have surged ahead, while Japan, once dominant in robotics, has largely fallen silent.

The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South Korea, and Thailand. Foxconn's rotating CEO, Kathy Yang, indicated the overall impact on the company is limited.

Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity of Apple's iPhone 17, combined with the Singles' Day shopping festival and government cash handouts, drove positive momentum across their core telecom businesses.

Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal year 2026 with expectations that AI chip revenue will double year over year.

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The company expects to accelerate AI revenue through fiscal year 2026 as hyperscalers expand large-scale model training and inference infrastructure.

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware. The firm's remaining performance obligations (RPO) linked to AI surged to US$523 billion, marking a 438% year-over-year increase and prompting an increase in capex guidance from US$35 billion to US$50 billion for the year. Despite concerns about growing financial leverage, supply chain partners such as Foxconn and MiTAC Holdings maintain confidence, citing steady customer orders and capacity growth.