Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.

In a DIGITIMES interview with Acer's Chao-Guang Yang, senior vice president of the Computing Software Technology Division, Yang stated that an AI PC is essentially still just a more advanced PC. Every major technological upgrade ultimately comes down to applying the newest technologies to make a "better" PC. Most AI PC upgrades are built upon fundamentals such as performance, battery life, lighter design, and integrated peripheral AI functions. The core of Acer's strategy boils down to making improvements that consumers can naturally adapt to, which will enable smoother penetration into the mass market.

Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao stated that while GPU servers will remain the mainstream AI server type in 2026, ASIC servers are rapidly catching up. In 2026, ASIC server shipments are expected to grow 64.2% year-over-year, surpassing the 43.8% growth rate projected for GPU servers.

The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider.

Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.

Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny. Multiple employees report that the entire Shanghai ISG division has been dismissed.

PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware, tightens supply and inflates component costs, according to reports by ZDNet Korea and cited by Wccftech. The shortage is pushing major PC makers such as ASUS, Acer and Lenovo toward higher 2026 pricing, with ZDNet Korea reporting industrywide plans for increases of at least 20 percent.

Qualcomm is hosting another summit with Taiwan's local PC ecosystem by the end of 2025, following its 2023 event. Kedar Kondap, Qualcomm's senior vice president responsible for PC and gaming computing divisions, delivered a keynote speech in Taiwan and spoke exclusively with DIGITIMES.

AmBank Group has provided MYR350 million (approx. US$84.74 million) in financing to Huawei Technologies (Malaysia) Sdn Bhd to support the development of Malaysia's digital infrastructure, including its second 5G network. The funding is intended to advance Malaysia's digital transformation and encourage further foreign investment by offering tailored financing solutions, according to Bernama.

The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024.