Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades, Changs Ascending Enterprise said at its November 19, 2025, investor conference. The company anticipates continued growth in semiconductor and AI-related sectors in 2026, alongside an acceleration in diversified application markets.

As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories. Jin-tsai Wang, general manager of Lite-On's Power & Cabinet Business Unit, said the rising adoption of high-voltage direct current (HVDC) will fundamentally reshape both the manufacturing environment and the technologies required to support high-density AI computing.

Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22, 2025. Although the global humanoid robot market has not yet reached mass production, Taiwanese manufacturers have advanced in manufacturing complete machines and key components, particularly in the second half of 2025. Industry observers expect these developments to substantially increase revenue contributions by 2026.

Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.

The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance and operational challenges for Taiwanese manufacturers. These tools have become central to Washington's trade strategy under President Donald Trump and now pose greater business risks than traditional tariff actions, according to insights shared at workshops hosted by Taiwan's Ministry of Economic Affairs (MOEA).

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November 17, 2025. President Sun Yi-Min disclosed that the utilization rate of its subcontracted laser drilling business reached full capacity as of the fourth quarter of 2025, which the company anticipates will set a peak for 2025 operations and begin reducing losses recorded in the first three quarters.

Meta Platforms is intensifying its robotics initiatives by appointing Li-Chen Miller, formerly head of its smart glasses division, as the first product manager for its Reality Labs robotics team while actively recruiting AI and robotics experts.

With military conflicts in areas around the Gulf of Aden and the Red Sea easing, Egypt aims to restore the Suez Canal's former traffic levels to boost its fiscal revenue. However, two major factors continue to deter shipping companies from resuming passage through this strategic waterway, opting instead to reroute around the Cape of Good Hope.

Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx. US$270 million). The investments include rebuilding an old factory in Taoyuan acquired from CMC Magnetics and expanding its plant in Thailand.

The 35th Taiwan-Japan Modern Engineering and Technology Symposium opened in Taipei on November 17, with experts highlighting that Taiwan's future economic growth faces challenges from extreme climate events, geopolitical conflicts, US tariff uncertainties, and constraints on critical material supplies. Among these, extreme drought poses the most severe threat to Taiwan's industries, especially the water-intensive semiconductor sector.

After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley venture firm Playground Global as a partner and took on the role of executive chairman at US-based tech platform Gloo, which connects religious faith ecosystems.

In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor manufacturing equipment. Their diversification strategies are beginning to crystallize.

The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and the US generally remain optimistic about edge AI's growth, Taiwanese IC design houses take a more pragmatic view.

Taiwan's solar industry is facing a severe setback due to amendments to three key laws: the Environmental Impact Assessment Act, the Act for the Development of Tourism, and the Geology Act. Large-scale solar projects will be comprehensively impacted, possibly causing green energy supply to stall and forcing Taiwan's semiconductor sector, critical to national security, into unprecedented strategic dilemmas under RE100 commitments.

Taiwan's minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the plant has completed setup and is undergoing GMP certification, with production slated to begin by late November. The expanded capacity is expected to be a key growth driver in 2026.

Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to announce multiple technological breakthroughs and strategic collaborations. Spanning power management, optical communications, interconnects, and lithography technologies, these developments highlight how Taiwan's ecosystem transforms cutting-edge innovations into global-scale production, reinforcing Taiwan's role as a key accelerator for next-generation computing.

Samsung Electronics has created its first standalone mergers and acquisitions team within its newly reorganized Business Support Office, a move sparking speculation that the company is preparing for large transactions as it enters 2025.

Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.

Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed as an effort to speed up its software-layer catch-up with Nvidia in the global compute race.

Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from pure hardware manufacturing to integrated hardware-software solutions and comprehensive service offerings. Ennoconn chairman Fu-chuan Chu stated during the company's earnings call on November 14, 2025, that with the global localization of supply chains, and as the company's internal organization, products, and technologies are successfully restructured and its overseas deployments gradually take shape, the company expects operations in 2026 will be significantly stronger and show a higher growth trajectory compared to 2025.

The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an unprecedented pace of work, according to Business Insider.

India has approved a second tranche of 17 projects under the Electronics Component Manufacturing Scheme (ECMS), authorizing investments worth INR71.72 billion (US$810 million) and projected production of INR651.11 billion. The Ministry of Electronics and Information Technology said the new approvals are expected to create 11,808 direct jobs and further expand domestic component manufacturing capacity. This follows an earlier set of seven applications worth INR55.32 billion cleared in the previous phase.

Amid escalating China-US trade frictions and disrupted global supply chains, Taiwan is advancing efforts to strengthen its domestic production of critical materials like rare earth elements and neon gas; these are essential for high-tech industries, including semiconductors and defense.