Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from aging power grids and supply chain constraints.

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle East. Washington framed the trip as a push to promote US AI software and hardware and strengthen its influence in fast-growing regional compute markets.

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.

As the global AI surge continues to benefit TSMC and other semiconductor supply chain players, Taiwan's government is tightening the criteria for employing foreign migrant workers to safeguard employment conditions for both domestic and overseas labor. This move aims to prevent downstream electronics assemblers and traditional industries from using migrant labor solely to cut costs, which could indirectly suppress wages for Taiwanese workers.

Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration and accelerating its push to localize Taiwan's drone supply chain.

E-commerce service provider Hsin Hsin Galaxy (HHG) reported consolidated revenue of NT$1.32 billion (approx. US$42.5 million) in the third quarter of 2025, up 23.97% year-over-year, and a net income of NT$17 million, up 415% from the same period last year.

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.

Pegatron chairman TH Tung attended the opening ceremony of the 2025 IT Month and EdTech Taiwan Exhibition in his capacity as honorary chairman of the Taipei Computer Association on November 13. During the opening ceremony, he stated that Taiwan has long played a key role in the technology industry chain, highlighting that while Taiwan excels in manufacturing technology products for export, it is a missed opportunity if it does not use it domestically. He emphasized that Taiwan should not only create export value through artificial intelligence (AI) but also use it to enhance the well-being of its citizens.