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.

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.

Acer Inc. has announced a leadership transition at its Pan-America operations headquarters, as current regional president Gregg Prendergast is set to retire at the end of 2025. Effective January 1, 2026, Chris Chiang and Germano Couy will take over as co-general managers, jointly overseeing operations across North and Latin America. Both will report directly to Chairman and CEO Jason Chen.

The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while availability remains constrained, creating a shortage that has disrupted order patterns among major brands and fueled uncertainty across downstream sectors, including power supply and connector manufacturers.

Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than in the same period in 2024. Sequentially, revenue grew 9.4% to NT$3.316 billion (approx. US$107 million), although year-over-year it fell 2.6%. Gross margin stood at 47.2%, down 0.8pp from the previous quarter and 2.1pp compared to a year ago. Operating income reached NT$792 million, rising 6.5% sequentially but declining 14.6% annually.

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.

Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years. Consolidated revenue for the first ten months climbed 45.1% to NT$2.835 billion, driven by robust demand for thermal imaging and IoT lenses.

Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.

Amid soaring global demand for AI infrastructure, Foxconn announced on November 6 the signing of a memorandum of understanding (MOU) with Japan's Mitsubishi Electric to jointly deliver energy-efficient and highly reliable AI data center solutions worldwide.