Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company consistently purchasing large volumes of memory and ranks among the largest direct memory buyers globally.

Jabil, a major global manufacturer and supply-chain contractor, has completed the purchase of Hanley Energy Group, a company that specializes in power and energy-management systems for data centers, underscoring how electricity — not chips — is becoming one of the scarcest resources in the age of artificial intelligence.

Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders.

As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia's Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

Excellence Optoelectronics Inc is set to strengthen its North American presence with a new manufacturing plant in Mexico, scheduled to start operations in early 2026. The facility aims to reduce shipping costs, shorten delivery times, and improve efficiency, marking a major step in the company's transformation into a multi-business platform enterprise.

At CES 2026 in the US, NXP showcased a comprehensive display area at the LVCC central plaza, highlighting its latest automotive computing processors, including the recently launched S32N7 and multiple module solutions. These modules are supplied largely by Taiwanese electronics giants such as Pegatron, Quanta, and Delta, underscoring Taiwan's growing influence in the automotive electronics market.

At CES 2026, TCL showcased new TVs but removed the "NXT FRAME" trademark following a German court ruling in February 2025 that favored Samsung Electronics' "The Frame" over trademark infringement.

At CES 2026, leading South Korean corporations such as LG Electronics, Hyundai Motor Group, and Samsung Electronics drew attention by focusing on robot actuators—critical components that function as joints in humanoid robots. Industry experts highlight actuators as a key growth market, as a single humanoid robot requires over 100 actuators to ensure performance and manage costs. This focus aligns with the growing interest in physical artificial intelligence applications across sectors.

Chinese robotics developers appeared at CES 2026 with a stronger focus on commercial deployment, highlighting embodied intelligence and real-world applications as companies sought to raise international visibility beyond conceptual demonstrations.

Taiwan is positioning itself as a global AI powerhouse by building on its dominant semiconductor industry. The Executive Yuan concluded its 2026 Technology Advisory Conference with a policy report focused on advancing Taiwan's artificial intelligence (AI) capabilities by leveraging its hardware strengths and edge computing. Chief Advisor Liao Chun-chih delivered the closing recommendations to Premier Rong-tai Chuo, emphasizing selective international partnerships and hybrid cloud-edge AI development models.

China has stepped up export controls affecting military and civilian sectors, with potential restrictions on rare earth products to Japan causing significant unease. Japanese industries, particularly automotive and electronics, are evaluating the possible consequences amid uncertainties about the scope of the new Chinese measures.

Largan Technology drew significant attention at its investor conference on January 8, 2026, revealing that US flagship smartphones are expected to adopt variable-aperture camera modules in the second half of 2026. Despite the promising timeline, several technical and manufacturing challenges remain unresolved, raising questions about the widespread adoption of this technology.

Everlight Chemical disclosed consolidated revenue of NT$660 million (approx. US$20.96 million) for December 2025, up 11.85% from the previous month but down 8.91% from December 2024. The company cited tariff-related demand slowdowns as the main reason for the year-over-year decline.

Lite-on Technology reported consolidated global revenue of NT$14.9 billion (approx. US$473 million) for December 2025, reflecting a 5% increase from the previous month and an 11% rise year-over-year. The company's full-year revenue reached NT$166.1 billion, a 21% increase from 2024.

Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year, and net income after tax rising 95.7% to NT$13.792 billion. Despite a lower gross margin of 7.2% due to changes in the product mix, operating and net margins stood at 5.6% and 4.7%, respectively.

As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to secure industrial land, water supply, and green energy, while balancing domestic capacity constraints with overseas investment.

HCmed Innovations is accelerating its push into the high-value respiratory therapy market, leveraging Taiwan's electronics engineering strengths to build advanced nebulizers as drug-device combination products under a contract development and manufacturing organization (CDMO) model. With demand already exceeding capacity, the company is planning a major production expansion while preparing for a mainboard listing on the Taiwan Stock Exchange.

Amid escalating US–China technology competition, China at the start of 2026 formally unveiled new objectives for its AI industrial policy. Eight government bodies, including the Ministry of Industry and Information Technology (MIIT), jointly released an implementation plan for "AI + Manufacturing." The plan sets a clear target: by 2027, China aims to secure a fully "safe and reliable" domestic supply of core AI technologies and integrate three to five general-purpose large language models (LLMs) deeply into manufacturing and other industrial sectors.

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.

Qisda announced consolidated revenue of NT$19.028 billion (approx. US$604 million) for December 2025, a 1% increase compared to the same month in 2024 and a 16% rise from November 2025. The company's fourth-quarter revenue totaled NT$52.46 billion, down 3% year over year but stable sequentially. Full-year consolidated revenue in 2025 reached NT$208.2 billion, up 3% from 2024.

Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO Jensen Huang outlined the company's three main investment focuses that guide how it deploys its abundant cash reserves.

The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors.

Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices of silver, platinum, palladium, gold, and copper rose sharply throughout the year, with bullish momentum expected to extend into 2026. This upswing is having notable ramifications on the electronic components supply chain, particularly affecting cost structures.