The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly widening Taiwan's trade surplus with the US, according to Chien-yi Chang, president of the Taiwan Institute of Economic Research (TIER).

South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements. The company recently validated its technology at Kia Motors' manufacturing site and is collaborating with Taiwan's Techman Robot Inc. to launch automation solutions that align with the growing trend of humanoid collaborative robots.

As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next three to five years. The company anticipates AI revenue share will steadily increase year over year despite industry-wide exploration of optimal technology paths.

Driven by growing demand for AI servers, Catcher Technology has joined the competitive server chassis components arena. Chairman Hung Shui-shu said the server segment is still in its early stages, gaining traction only in recent months with entirely new customers. If the company successfully penetrates this market, Hung expects it to contribute significantly to future revenue. Production will leverage Catcher's Taiwan and Suqian, China plants, though Hung did not specify which segment of the server chassis business the company is targeting.

Flexible printed circuit (FPC) manufacturer Flexium Interconnect said its challenging business transformation phase was approaching completion after a difficult 2025. The company highlighted growing momentum for orders related to its MetaLink technology, anticipating stronger performance in 2026.

The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's law reaching its physical limits, Taiwan must not only maintain its wafer manufacturing lead but also rapidly advance into system design and packaging markets.

Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.

Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global defense market. Former Taiwan Association of Machinery Industry (TAMI) chairman Alex Ko emphasized that the past decade has been marked by unprecedented global economic shifts and challenges for the sector.

Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and CEO of TSMC.

Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers. Garman highlighted South Korea as a prime market for AI innovation and positioned AWS as a key "AI innovation partner" for local enterprises, expressing particular optimism about the development of agentic AI.

Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the US. Japan aims to invest US$550 billion, South Korea US$350 billion, Malaysia US$70 billion, and Taiwan reportedly plans US$400 billion, though trade and diplomatic officials have not confirmed the latter figure.

Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29% year over year, driven by the continued AI boom and peak season for smartphone shipments. The company's cumulative revenue for January to October 2025 reached NT$6.39 trillion, marking a 15.55% increase compared to the NT$5.53 trillion in the same period of 2024.

Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly revenue up 6% year-over-year to NT$490 million (approx. US$15.86 million).

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

Advantech, a leading industrial PC manufacturer, reported steady growth in the third quarter of 2025 despite experiencing a slight decline in gross margin caused by rising raw material costs. Consolidated revenue for the third quarter reached NT$17.774 billion (US$570 million), marking a 19% increase year-over-year. The company posted a gross margin of 38.9% and net profit after tax of NT$2.77 billion.

Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability reduced its gross margin by around 1% in the third quarter of 2025. During its third-quarter earnings call, Advantech disclosed that ongoing shortages of DDR4 DRAM chips have significantly impacted the entire supply chain for industrial PCs.

At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However, an increasing number of diverse companies are entering the ASIC market, intensifying the competition. Major clients have begun handling more of their own design work, shifting pricing power towards the customer. Overall profit margins for the ASIC business have shown signs of decline, but IC design companies still race to secure orders.

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter. The company anticipates that fourth-quarter notebook shipments will align with first-quarter levels, while full-year shipments are expected to grow between 3% and 5%. Meanwhile, the server business is projected to sustain double-digit growth throughout the year.

Aspeed Technology, a leading provider of baseboard management controller (BMC) SoC, announced on November 5 that it will spin off its Reality Remote Management (RRM) business (formerly the Smart AV division), transferring related manufacturing and operations—including assets, liabilities, and sales—to its wholly owned subsidiary Cupola360. The tentative effective date of the spin-off is December 31, 2025.

Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders described how Qualcomm's power-efficient chip designs and expanding role in artificial intelligence and smart devices will fuel future revenue opportunities.

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record highs in revenue, net profit, and earnings per share (EPS) in the third quarter of 2025. In addition to continuing its global expansion, the company plans to focus on target industries and further advance edge AI application solutions.

Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI and semiconductor sectors, said David Chuang, chairman of the Taiwan Association of Machinery Industry (TAMI).

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year.

Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains optimistic about 2026, citing sustained AI demand alongside growing aerospace and energy-related orders.