AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.

NTT updated its lightweight Japanese large language model, tsuzumi 2, to better understand charts, graphs, and other visuals in business documents, thereby strengthening numerical and logical reasoning. The change is aimed at on-premises and private-cloud deployments that handle sensitive data, with implications for multinational firms and organizations that need secure, accurate Japanese document processing.

Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous cloud-driven model updates. Global manufacturers could use this approach to scale Physical AI across factories while managing compute, protocol, and sensor challenges for worldwide adoption.

J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock board on May 27 as the two firms target energy storage infrastructure for AI computing centers. The move responds to rising GPU power demands and aims to capture growth from the convergence of AI and energy in Taiwan and abroad.

Castrol is expanding from supplying cooling fluids to providing liquid-cooling testing and lifecycle services for AI data centers, the firm announced, as demand for faster deployment and reliable operation grows. The company said its Silicon Valley laboratory opened in 2026 to deliver load bank testing and simulation of power and liquid-cooling infrastructure before customer site deployment, targeting containerized data centers and hyperscale environments.

Chun Yuan Steel outlined strategic moves on May 25 as it pursues new growth opportunities tied to Toyota's plan to establish a Taiwan production base and to rising demand from China's southern low-altitude economy and robotics sectors. Executives said the company will prioritize automation and targeted investments rather than rapid capacity expansion, and flagged the second half of 2026 as a period when automotive materials demand should improve.

Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the latest chip platform certification and moved into market qualification and pilot production. Shipments were expected to begin in the second half of 2026, with volumes set to expand further in 2027, the company announced.

TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million ringgit (about NT$1.6 billion). The closing was targeted by the end of August and the firm said the move is intended to expand TECO's data center infrastructure footprint in Southeast Asia to serve global cloud service provider customers.

China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across the supply chain.

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles of incorporation, and a private placement to issue new common shares. The firm reported 2025 consolidated revenue of NT$8.104 billion (US$257.7 million), down 2.8% from the prior year, with pre-tax profit of NT$864 million and earnings per share of NT$5.52.

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products increasingly shaped by Chinese brands.