Taiwan's aging population and declining birth rates have led to an increasingly pressing labor shortage, a major structural issue uncovered through a National Taiwan University (NTU) study commissioned by the National Development Council (NDC) on how demographic shifts impact policies. Under this backdrop, industry experts see high potential for the robotics sector, but cost reduction and improved intelligence remain key challenges for widespread adoption.

The field of AI robots has now entered a phase of rapid development and iteration, as evidenced by optimistic predictions from Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. As noted by the National Science and Technology Council (NSTC), key technologies for building advanced AI robots in the future include semantic reasoning, task decomposition, causal inference, chain-of-thought, multi-step reasoning, and cross-domain generalization capabilities.

Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026. President Dave Lin said both segments continue to face supply constraints, but remain among Weblink's most promising growth drivers.

Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with downgraded specifications. Channel partners point out that memory accounts for nearly 20% of a PC's total bill of materials (BOM), and recent sharp hikes in memory prices have forced many vendors to quietly adjust their PC pricing.

Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising memory prices in the fourth quarter of 2025, prompting some customers to scale back shipment volumes. Chairman Victor Kao pointed to the company's new product line expansions and the gradual securing of customer certifications as key drivers of confidence for 2026.

Display maker INT-Tech has developed a groundbreaking micro-OLED microdisplay with brightness exceeding 100,000 nits, following up on the 60,000-nit display unveiled earlier in 2025. The company aims to use its native RGB self-emissive technology in XR devices, which will enable products featuring 10 times the brightness of current 10,000-nit OLED microdisplays.

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.

International container shipping rates have risen for four consecutive weeks prior to the upcoming Lunar New Year holiday in mid-February 2026. However, the market has cast doubts on whether rates will continue to climb, since a sluggish recovery in China and the ongoing impact of US tariffs are expected to constrain shipping demand.

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.

Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by the end of the third quarter of 2025 have, as of year-end, not had a single contract fully signed. Suppliers are tight on supply and unwilling to sign, and prices are also lacking consensus. Memory makers still have capacity, but demand far exceeds supply. Therefore, brand vendors must rely on their own capabilities. In facing this tough situation, the supply chain reports that memory makers are giving priority to Apple, Lenovo, Asus, and Dell.

Tech giants, leading consumer electronics manufacturers, and optical component suppliers have all sought to gain an early edge in the rapidly growing field of smart glasses. Display technology advancements and integrated manufacturing processes are crucial to achieving success in the market.

ASIC design service and artificial intelligence (AI) software solution provider Microip announced on December 26, 2025, that its first self-developed near-field communication (NFC) transceiver IC has completed chip testing and verification, achieving a first-time right (FTR) initial test yield of as high as 99%.

Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached NT$5.99 billion (US$190.62 million), surpassing its full-year 2024 revenue and setting a new record.

Backed by South Korea's Ministry of Science and ICT (MSIT) and the National IT Industry Promotion Agency (NIPA), a new cohort of Korean startups are accelerating their push into global markets, highlighting how "digital content" now extends far beyond traditional games and films into generative AI, extended reality (XR), human-machine interface (HMI), digital healthcare, and educational technology.

HTC is pursuing an open platform approach for its VIVE Eagle smart glasses, allowing users to select from multiple artificial intelligence (AI) models to enhance user experience and expand market presence. The glasses, launched in August 2025 in Taiwan, have recently been introduced in Hong Kong and are planned for release in Japan, Southeast Asia, and Western regions.

Streaming device brand Ovomedia Creative (OVO) has announced its new product lineup for the year**,** as well as a new partnership with one of Taiwan's leading parenting brands, marking its entry into the education market.

Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US.

Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier F Cangsan Warehouse in the Port of Kaohsiung's Penglai Commercial Port Area, the new facility highlights the company's strategy of operating with its headquarters in Hsinchu and R&D center in Kaohsiung. This north-south operating model is expected to accelerate R&D efficiency and inject fresh momentum into the advancement of southern Taiwan's tech industry.

Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025 marked by inflation, currency swings, and escalating US-China tensions. While the consumer electronics sector contends with rising costs and shifting demand, these companies have leveraged AI server growth to bolster financial performance amid a shrinking PC DIY market.

Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under Section 232 and a stronger-than-expected surge in AI demand driving export momentum.

The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products.

Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a shift now clearly reflected in its financial performance and product mix.

Amid sustained investments in AI computing infrastructure fueled by cloud service providers (CSPs) and large data centers, a structural differentiation has quietly emerged in the supply chain for power supplies. Due to differences in power architecture and site conditions between cloud-based hyperscale AI data centers and edge AI applications, power supply makers have adopted different approaches, leading to different timelines in realizing benefits.

Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle (EV) launch event on December 18, 2025, Shihlin Electric showcased its commercial electric logistics fleet developed with CMC, alongside an integrated solar, charging, and energy storage power system.