Taiwan is moving to cement its position in the emerging global quantum technology supply chain, with the National Science and Technology Council (NSTC) outlining a strategy to build a full ecosystem—from components to systems and applications—powered by the nation's semiconductor and ICT strengths.
OpenAI has reportedly initiated a "code red" in response to increasing competition and decelerating growth, temporarily halting projects such as advertising and Sora for eight weeks to concentrate on enhancing ChatGPT. This strategic pivot reveals internal conflicts regarding the company's development priorities.
ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the first 11 months reached NT$691.548 billion, a decline of 18.27% compared to last year. Compal stated that its fourth quarter shipment performance aligns with previous forecasts: PC shipments are expected to slightly decrease, while non-PC server shipments will grow.
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing revenue from China.
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory effect. With the global AI server market growing, both the number of capacitors and their required capacitance are increasing, supporting long-term growth momentum for the company in 2025. However, memory shortages have become a recent industry concern, and it remains important to monitor whether this could further depress the already weak consumer market.
AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's lead in AI infrastructure. AWS confirmed his departure.
Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.
Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based Shibaura Electronics and robust demand for high-end components and AI-related applications.
Smart healthcare is poised to drive Taiwan's next industrial upgrade with a projected output of NT$2.3 billion (US$73.5 billion), at growth rates surpassing even the semiconductor industry. Although Taiwan's world-leading healthcare and ICT industries have mostly evolved on parallel tracks without intersecting, industry experts believe that bridging supply and demand between the two could lead to another wave of strong momentum. However, smart healthcare goes beyond hardware manufacturing, and instead emphasizes comprehensive solutions where data and AI functionality could lead the way.
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition. Research institutions predict that by 2026, Taiwanese IC designers may cede their second-place revenue position to Chinese firms.
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits.
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