Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding revenue base, according to statements from the company and TechCrunch reports.
Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a notable milestone in China's push to build a self-reliant AI computing stack. The company said GLM-Image was developed using Huawei's Ascend 800T A2 servers and the MindSpore AI framework, making it the first publicly disclosed multimodal model trained on this domestic hardware platform.
The Taiwanese government has launched a cross-ministerial initiative to advance its "Ten Major AI Infrastructure Projects," focusing on smart applications, critical technologies, and digital infrastructure.
Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses led by Nvidia, AMD, and hyperscale data centers is gradually diluting Apple's influence. Smartphones accounted for 49% of TSMC's revenue in the first quarter of 2020, while HPC contributed 30%. By the third quarter of 2025, HPC's revenue share had surged to 57%, with smartphones falling to a secondary growth driver.
Syntec Technology has reported a 29% increase in consolidated revenue for 2025, reaching NT$13.96 billion (approx. US$441 million), up 29% from the previous year, reflecting steady expansion amid rising demand for intelligent manufacturing solutions. The company attributed this growth to strong sales in the Chinese market and a shift toward high-end product offerings.
Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence (AI) PCs is expected to surpass 50% by 2026, adding that the definition of an AI PC extends beyond on-device computing power and must also incorporate built-in edge large language models (edge LLMs).
L'Atitude 52°N, a smart wearable brand led by a Taiwanese, Gary Chen, is advancing its position in the competitive smart glasses market with a "Sino-European fusion" strategy. In an interview with DIGITIMES, Chen outlined the company's focus on balancing technical challenges, user experience, and targeted applications.
Aurotek Corp. reported historic revenue figures for December 2025 and the full year, driven by growth in smart manufacturing, automation equipment, and robotics. The company recorded consolidated revenue of NT$285 million (US$9.01 million) in December, a 50.62% month-over-month increase and a 42.42% year-over-year increase. Full-year revenue reached NT$2.496 billion, up 50.12% compared to 2024.
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research manager Jitesh Ubrani said the industry once anticipated memory prices stabilizing in 2026, but the latest consensus is that no substantial decline will occur before late 2027—only a halt in price increases.
Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude Code. The reorganization aims to shift GitHub from a code hosting service to an AI-centered software development hub.
For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift capacity toward higher-margin products, consumer electronics — especially notebook PCs — have taken the hardest hit. The market remains cautious about major brand vendors' shipment momentum and profitability in 2026.
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