Etron Technology chairman Dr. Nicky Lu predicts AI-driven memory demand to enter a peak spring period between 2026 and 2027, but supply and demand will not be balanced for at least another six months to a year. Contrary to popular belief, AI will not become a bubble, and it will continue to grow. According to Dr. Lu, Taiwan should use an AI + NI (Natural Intelligence) strategy to build new advantages and should establish a sovereign R&D research center.

Data center power consumption has become a critical issue as global energy demand surges due to AI computing. The Trump administration has recently pushed through major energy regulatory reforms, aimed at shortening the review period for AI data centers connecting to the grid, with the goal of maintaining competitiveness and accelerating growth in the AI sector.

JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond major US cloud service providers (CSPs), JPP has also gained orders from top Taiwanese AI firms, expecting double-digit growth next year.

South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled an AI-centric business vision with plans for SKT to become a national-level AI firm through integrating communication networks, data center construction, and group resources.

Amazon has accused AI search startup Perplexity of unauthorized access and disrupting the shopping experience on its platform. The e-commerce giant specifically targeted Comet, Perplexity's AI-powered browser, claiming Comet failed to deliver personalized recommendations or fastest delivery options. This has been interpreted as Amazon's attempt to protect its advertising and referral revenue while promoting its own AI offerings.

E Ink Holdings and Wistron Medical Technology, together with industry partners, have introduced smart medical cross-domain solutions into newly opened primary care clinics. Traditionally focused on large hospitals, smart display technology is now reaching the community level, embedding digital healthcare directly into the frontline of everyday patient care.

The Taiwan Association of Machinery Industry (TAMI) is celebrating its 80^th anniversary amid one of the most turbulent economic periods in history. Despite global challenges, Taiwan's machinery industry still achieved a solid 6.6% year-on-year growth in the first three quarters of 2025.

Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped with Google's custom Tensor Processing Unit (TPU) chips, these satellites are intended to form a distributed orbital AI data center, enabling scalable AI computation beyond the constraints of terrestrial infrastructure.

Systex announced it will continue focusing on AI platformization and software AI integration to enable practical AI applications as a core driver of enterprise transformation. The company reported record-high revenue for the third quarter of 2025, fueled by rising demand for enterprise cloud services and AI transformation, stable contract renewals with key clients, and sustained momentum from agency distribution and overseas expansion.

RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter and 2.66% year-over-year. The company said it returned to profitability in the first three quarters of 2025, benefiting from traditional seasonal demand and a rebound in the US dollar exchange rate.

The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated Power Stage and server products. The company is targeting mid- to long-term gross margins of 40% while focusing on total solution offerings, including CPU and GPU Vcore power controllers, Power Stage components, and converters that support three fast-growing sectors: end-device computing, edge server computing, and cloud computing centers.