Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial water pumps entering the supply chains of major US and Japanese machine tool makers, shipments of server-grade technology pumps, and the launch of newly developed submersible pumps. The company is very optimistic about its 2026 business outlook.

The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's revenue from the US, improved US-China relations and a lifted Chinese import ban could further surge Taiwan's AI orders.

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market.

Acer Group subsidiary Highpoint Service Network (HSN) is charting its next phase of expansion after recording three consecutive years of double-digit growth, driven by a "multi-country, multi-product, multi-brand" strategy. Chairman Andrew Hou said the company is evaluating market entry into India or China and aims to maintain double-digit growth through 2026.

As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics, national policies, high levels of government debt, and weak global economic growth. Despite these challenges, he expressed confidence that growth in 2026 will not be an issue for MiTAC, with the second half expected to perform better than the first half.

The Taiwan External Trade Development Council (TAITRA) announced the winners of the 34th Taiwan Excellence Awards on November 26, showcasing an overall trend in Taiwan's industries toward high-value sectors such as smart manufacturing and health technology, with communications devices comprising more than half of all winning products.

Driven by a global upgrade in advanced manufacturing, hydraulic components are expanding beyond traditional heavy industries into semiconductor, medical, and precision equipment sectors. At its recent investor conference, Jufan expressed optimism about growth in semiconductors, molds, medical devices, and machine tools, projecting continued operational expansion in 2026.

Johnny Chen, chairman of AI vision software leader Solomon, identified two major technical limitations currently hindering humanoid robot development: restricted visual range and slow learning processes. These challenges create significant practical inconveniences for humanoid robots at this stage.

As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed signal integrity, high-power delivery, and system-level thermal management. Connectors and cables have become critical bottlenecks defining the performance limits of AI servers and edge devices. Connector and cable supply chain players say design capabilities involving materials, plating, shielding, and thermal coupling are emerging as core barriers for vendors aiming to enter the high-end market.

Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return its core business to profitability. The company currently holds about NT$3 billion (US$95.8 million) in orders and is expanding aggressively into the electronics equipment sector, which comprises approximately 12% of its third-quarter revenue, with plans to increase this share to nearly 20% by 2026.

Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company's evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.

Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments will begin in the fourth quarter of 2025, with system-level validation expected by the third quarter of 2026. As partnerships move into mass production, fiber array units (FAUs) are set to become a core growth engine, with shipments scaling up gradually.

India announced four consolidated labour codes from 21 November 2025, marking one of the biggest overhauls of its labour regulations since Independence. The Code on Wages (2019), Industrial Relations Code (2020), Code on Social Security (2020), and Occupational Safety, Health and Working Conditions Code (2020) will replace 29 central labour laws, many of which date back several decades.

The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section 301 investigation of China's technology transfer, intellectual property, and innovation practices. The exclusions, previously set to expire on November 29, 2025, will now remain in effect until November 9, 2026.

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased by cloud giants, including Amazon, Google, and Oracle.

India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence, building an end-to-end supply chain, and positioning the country as a competitive global manufacturer.

According to Foxconn rotating CEO Kathy Yang, the global AI revolution is shifting from a technology-focused discussion to a stage where it is fundamentally reshaping industrial structures. In this transformation, Taiwan will play a critical role as a global hub. Yang emphasized that AI is not a short-term bubble but a technological turning point comparable to steam power and electricity.

Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications.

National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its "five trusted industries" that are closely linked with AI development. The government's strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation.

Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz.

Foxconn has announced a new four-year plan to expand its operations in Wisconsin, focusing on artificial intelligence (AI) infrastructure, after approval from the Wisconsin Economic Development Corporation (WEDC). The plan includes an additional investment of US$569 million and aims to create nearly 1,400 new jobs in Racine County, marking a significant step in the company's efforts to grow its presence in the US.

Taiwan-based chassis manufacturer InWin has advanced its system assembly capabilities with its Taoyuan plant obtaining Nvidia's GB300 server rack assembly certification, enabling stable shipments to start from the third quarter of 2025. The company reports customer order visibility extending into the first half of 2026, prompting plans to expand production at new facilities in the US and Malaysia beginning in early 2026. These developments suggest a favorable revenue outlook for the coming year.

Japan is preparing to designate artificial intelligence, nuclear fusion, space, and other advanced sectors as "national strategic technologies," while moving to require stricter cybersecurity protections at semiconductor plants that receive government subsidies, according to reports from Nikkei and financial news outlet Minkabu. The dual initiatives highlight Tokyo's push to strengthen technological competitiveness and reduce supply chain risks amid intensifying global competition.

Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and shipment volumes. This momentum is driving up the share of AI server products in its portfolio, with analysts expecting AI-related revenue to account for about 70% of total sales by the fourth quarter of 2025 and exceed that level in 2026.