Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November 21, 2025. Leading the generative AI boom, OpenAI has massive computing infrastructure needs. In particular, the Stargate Project will deploy more than 17 GW of computing capacity over the next several years. Based on CEO Sam Altman's roadmap of adding 1 GW of compute per week, the market estimates that each 1 GW of compute is worth roughly US$50 billion.

Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to double by the end of 2026, and research and development hiring will continue without constraint as new design programs surge.

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting a record high for a single quarter. Consolidated gross margin was 12.9% and operating margin was 4.4%. Both improved over the second quarter, benefiting from a more stable external environment with reduced tariffs and currency fluctuations.

The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated the adoption of high-bandwidth memory (HBM). At GTC 2025, Nvidia introduced its Spectrum-X and Quantum-X silicon photonics network switches, positioning silicon photonics and co-packaged optics (CPO) as new frontiers in AI infrastructure. Consequently, AI innovation is extending beyond chip performance to encompass communication and transmission technologies.

Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive force shaping Foxconn's future.

The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the four major US cloud service providers (CSPs)—including AWS, Microsoft, Meta, and Google—is expected to increase by 31% annually through 2026, signaling sustained strong growth in the sector.

Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%. The AI PC trend is also anticipated to fuel notebook growth, all providing optimism for 2026. Tier-2 and tier-3 Neocloud customers have also contributed and will expand next year.

Chicony Power reported a solid recovery in the third quarter of 2025, with strong growth in server power supply sales offsetting weakness in notebook (NB) power demand and semiconductor shortages. Despite broader headwinds in the PC sector, the company achieved double-digit quarter-on-quarter growth in its server business, lifting profitability and signaling a turnaround from earlier declines.

As AI servers and high-performance computing (HPC) drive a wave of high-current and high-speed transmission demand, Taiwan-based electronic connector maker Bellwether Electronic Corp. has recorded three consecutive years of record performance. Leveraging advanced connector design and a resilient global supply network, the company has become a critical partner in the international AI server supply chain and is set to list on Taiwan's Emerging Stock Board on November 12, 2025.

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in Taiwan's strength in the industry, positioning the country as a key global hub for AI advancement.

GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness in the smartphone market.

Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta, and Hon Hai Precision Industry (Foxconn) will handle assembly of Nvidia's next-generation Vera Rubin AI server racks up to Level 10 (L10), after which Nvidia will ship products directly to customers.

Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company stressed its ongoing efforts to diversify revenue sources by expanding into new business areas such as servers and automotive electronics while continuing to serve its established client base.

Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's management revealed during its earnings call on November 12. This move reflects Pegatron's broader strategy to diversify its manufacturing footprint and reduce reliance on its core contract with Apple Inc., which still accounts for approximately 60% of its revenue.

Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud network devices. The company anticipates substantial sequential and year-over-year growth in the fourth quarter, maintaining expectations for solid full-year expansion and expressing optimism about 2026 results for the first time, according to chairman Young Liu.

Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy solutions with solid oxide fuel cells (SOFC). With characteristics such as distributed generation, on-site power supply, and self-consumption, SOFCS may be a solution to address data center power gaps.

Microsoft and Google have unveiled plans to expand their artificial intelligence (AI) infrastructure in Europe with a combined investment of more than US$16 billion. The initiatives highlight their drive to boost AI and cloud computing capacity while positioning Europe as a growing centre for large-scale data centre development.

Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of next-generation AI racks. The company expects AI rack shipments to jump 300% quarter-over-quarter in the third quarter of 2025, with total AI server revenue already exceeding NT$1 trillion (US$32.2 billion) ahead of schedule.

ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger ASIC foundry business momentum and recognition of Techpoint's revenue.

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.

BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100% equity in XFS to enhance its high-speed transmission technology landscape. In addition, BizLink adjusted its global investment structure to optimize group governance and capital utilization.