Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered by a major logistical pivot.

Rising use of commercial drones in logistics, energy inspection, surveying, and infrastructure monitoring is reshaping demand for microcontrollers and edge-computing components. The shift is pushing suppliers beyond basic motor control and toward higher-performance flight systems.

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors said that as AI infrastructure investment accelerates, demand for 400-800V solutions is gaining traction. With Taiwanese firms stepping into power module development, component demand is set to rise in tandem.

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly shipments beyond 6 million units in November 2025, according to industry estimates. The rebound marks Apple's strongest performance in the market in recent years after a period of declining share amid intense competition from domestic smartphone brands.

Taiwan-based microcontroller supplier ARTERY Technology is sharpening its focus on edge artificial intelligence and drone-related applications as it prepares for a planned listing on the Taipei Exchange in late January 2026, seeking growth beyond China's crowded MCU market.