With third-quarter 2025 earnings now in, DIGITIMES’ latest global EMS/ODM rankings point to a turning of the tide: generative AI is triggering a structural shift that is reshaping the balance of power across the global electronics manufacturing supply chain.

Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity trading platform in 2022, according to company vice president Chin-chung Wu. Speaking at the 2025 Nordic Taiwan Sustainable Energy Forum, held on December 3, 2025, in Taipei, Wu highlighted that the platform aims to support Taiwan’s energy transition with speed, quality, and cost effectiveness. According to the latest data, more than 1,650 MW of energy storage capacity is already part of Taipower’s ancillary services, with an additional 3 GW of storage projects under construction or in the planning phase.

Taiwan’s dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates. President Tse-sung Tsai noted that unresolved global tariff policies could present risks into 2026, but said long-term growth momentum for memory testing remains strong as AI adoption widens.

China’s BOE Technology has reportedly secured the largest share of display orders for Apple Inc.’s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display and LG Display maintain near-total dominance over the flagship iPhone 17 series, according to South Korean industry media.