Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging. Although invisible at the consumer end, Ritek has become an "invisible champion", supplying the tooling, materials, and power backup systems that underpin customers' AI deployment.
The market continues to place high expectations on humanoid robots, yet the sector remains far from real mass production despite its early commercialisation efforts. Analysts note that meaningful progress depends on advances in core intelligence, particularly the software functions acting as the robot's brain, centred on breakthroughs and deployment in vision technologies and multimodal large models.
China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation.
Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions.
The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.
Shawn Yen, senior vice president of the Consumer Group at Asus, said the most compelling value of AI PCs will emerge from seamless collaboration across devices, although the pace of adoption remains constrained by limited hardware availability. He shared his views in a recent interview with DIGITIMES.
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications.
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development.
CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services.
The 2025 Healthcare+ Expo Taiwan opened on December 4, featuring a Science Park Pavilion established jointly by the management bureaus of the Hsinchu, Central Taiwan, and Southern Taiwan Science Parks under the National Science and Technology Council (NSTC). The pavilion centers on smart healthcare, precision medicine, and healthcare for all ages, showcasing the science parks' cross-sector efforts linking industry, government, academic research, and medicine, as well as their achievements in precision healthcare.
Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions.
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