AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech sector. At a September 19 event, Wiwynn chair Emily Hong said the industry now faces three central challenges: power, cooling, and high-speed interconnect, as demand for AI infrastructure rises worldwide.
High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs) accelerate adoption of in-house application-specific integrated circuit (ASIC) platforms. As a result, demand for high-speed connectors and high-speed transmission cables inside servers is also increasing.
The Chinese smart glasses sector is rapidly consolidating around the principle that "subtraction is king." Rather than rushing unproven hardware to market, ByteDance is adopting a deliberate, supply-chain-first strategy.
Nvidia's latest AI platform roadmap is taking shape, with supply chain sources saying the company will enter a heavy shipment phase for Vera Rubin in the second half of 2026, followed by Vera CPU, Rubin GPU, and platforms including NVL4, NVL8, and NVL72 moving into mass production. In the second half of 2027, Vera Rubin Ultra NVL576, HGX Rubin Ultra NBLB and Groq 3 LPX-Next are set to take over.
Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making printed circuit board (PCB) materials a key lever for AI hardware performance. The company is broadening its role in high-end AI and adjacent supply chains, with the shift beginning to pay off.
Huawei expects autonomous AI agents to become the dominant source of AI traffic over the next decade, creating a sharp increase in demand for computing, networking, storage and power infrastructure.
ByteDance has completed a US$290 million funding round for Anew Labs, its AI drug-discovery business spun off from the Chinese technology group, valuing the company at US$1.5 billion, according to Reuters. ByteDance will retain a 56% stake following the fundraising.
Meta Platforms is preparing a new pair of smart glasses without a camera, a move that could address a key social barrier facing wearable devices as the market expands rapidly.
Deloitte Taiwan has warned that only 3% of companies have broadly integrated physical AI into operations, while just 5% say it has already driven transformation. The firm said adoption remains slow because physical AI involves compliance and safety issues, and its growth pace is nowhere near that of agentic AI or generative AI.
BizLink chairman Roger Liang said customer demand, market access, supply chain resilience, and local service needs have driven the company's overseas expansion as geopolitics, tariffs, and localization pressures reshape global manufacturing. He said every site, venture, and acquisition must be judged on controllable risk, reasonable returns, and long-term growth.
