India's Ministry of Electronics and Information Technology (MeitY) has approved an additional 22 proposals under the Electronics Components Manufacturing Scheme (ECMS), marking a significant expansion of the country's push to expand electronics manufacturing. The newly cleared projects involve a projected investment of INR418/63 billion and an estimated production of INR2,581.52 billion, and are expected to generate 33,791 direct jobs.

Asustek Computer has confirmed it will not launch any new smartphones in 2026, effectively scaling back its mobile device business. At the same time, the company emphasized that after-sales support, maintenance, software updates, and warranty services will continue as normal. The move comes amid intensifying global competition and supply chain challenges, with the company redirecting efforts toward emerging products like drones and smart glasses.

Taiwan's drive to scale artificial intelligence and robotics faces a critical setback as political deadlock in the Legislative Yuan blocks passage of the 2026 central government budget, freezing billions of New Taiwan dollars in new technology investment across multiple ministries.

Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention techniques for CCS pipelines. This collaboration aims to enhance Foxconn's position in the green energy supply chain amid rising global net-zero commitments.

As 2026 begins, DIGITIMES has conducted in-depth analyses of sectors within the electronics industry. The current landscape theme can be described as "one core, two keys, three drivers." The core, semiconductors, has two keys —the satellite industry and memory— and will be driven by three factors: AI servers, defense, and green energy. These areas will be critical to watch in 2026.

ByteDance is reportedly preparing to invest about CNY100 billion (US$14.3 billion) in AI chips in 2026, primarily purchasing AI processors from Nvidia. This planned spending exceeds the estimated CNY85 billion for 2025 but remains contingent on whether Nvidia receives approval to sell its H200 chips in the China market, with budget adjustments possible.

The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license and onboard its core engineering team.

In 2025, rising geopolitical tensions reshaped global technology and manufacturing, boosting Southeast Asia as a key hub for data centers, advanced manufacturing, and AI. The Johor-Singapore Economic Zone enhanced cross-border integration, strengthening Singapore's "Singapore+1" strategy, while Johor emerged as a major data center cluster amid sustainability concerns.

Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations from China to Vietnam starting in 2026, sources say. This move marks a significant step as the industry adapts to heightened supply chain resilience demands amid US-China tech tensions.

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global market unpredictability pushed many brands—particularly in China, the epicenter of geopolitical tensions—toward domestic markets and self-sufficiency.

The aerospace supply chain is showing signs of recovery following disruptions caused by the COVID-19 pandemic, with National Aerospace Fasteners Corporation (NAFCO) preparing for a significant increase in new aircraft deliveries starting in 2026. According to NAFCO general manager Alvin Lin, three major obstacles that had delayed new-plane handovers are being gradually resolved, enabling a stronger delivery outlook.

Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook (PC/NB) replacement cycle to be much stronger than supply chain forecasts, pushing utilization rates above 90%. She is optimistic that this strong order momentum will extend into 2026, becoming a key driver for steady growth in antenna product shipments.

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints.

Chant Sincere, a supplier specializing in high-speed connector modules, is expanding its presence in AI high-performance computing and automotive electronics as network switches evolve toward 800G and 1.6T standards. The company anticipates significant volume production growth starting in 2026.

Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle to match Nvidia's software ecosystem but seek breakthroughs with TPUs for efficiency and NPUs for edge applications.

Amid ongoing US export restrictions, Chinese company Zhonghao Xinying plans to launch its second-generation self-developed Tensor Processing Unit (TPU) chip in 2026. Industry observers predict multiple new Chinese TPU firms will emerge over the next five to 10 years, driven by growing demand for AI inference computing.

Taiwan-based Fukuta Electric & Machinery plans to go public on the Innovation Board in late January 2026 as it accelerates its move from industrial motor manufacturing toward integrated powertrain system solutions for electric vehicles. The company reported that nearly half of its revenues in the first three quarters of 2025 stemmed from electric vehicle-related products.

As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly from the United States. This comes according to the Ministry of Economic Affairs (MOEA). Despite record-breaking trade surpluses and rising foreign-exchange earnings, industry surveys indicate varying confidence about future prospects.

China's Ministry of Finance and the Customs Tariff Commission released a 2026 tariff adjustment plan set to take effect on January 1, 2026. The plan revises import provisional tariffs and adjusts tariff classifications. It also continues the application of agreement and preferential rates, covering a total of 8,972 tariff items.

Despite ongoing US-Taiwan tariff negotiations showing no significant progress, Taiwan's semiconductor industry has not yet been affected by the "Section 232" tariffs targeting electronics. According to recent data, Taiwan's information and communication technology (ICT) and electronics exports to the US have continued to grow at double-digit rates, even as US manufacturing has contracted for nine consecutive months under President Donald Trump's administration.

The surge in AI-driven high-speed computing and data transmission demands has prompted major players to invest heavily in co-packaged optics (CPO) technology. Compound semiconductor firm IntelliEPI announced a share-swap partnership with optical communications company EZconn, drawing renewed market attention.

Nvidia has reportedly invested US$20 billion to acquire technology licenses from Groq, marking its largest investment to date. The move is drawing significant attention in South Korea as Groq is backed by Samsung Electronics and collaborates with it in the foundry sector.

Set-top box maker Skardin Industrial confirmed that it has recovered a portion of its bad debt from an Argentine client, recognizing approximately NT$110 million (US$3.5 million) in bad-debt reversal gains, which have significantly strengthened operating cash flow. The company plans to continue advancing its transformation strategy, focusing on green energy, internet data centers (IDC), and resilient communications modules as its next growth engines.

Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining Nvidia to work on technology integration. Meanwhile, Groq's CFO will succeed as the new CEO and continue operating services, including Groq Cloud.