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.

Taiwan Mobile reported its financial results for the third quarter of 2025 on November 12, posting consolidated revenue of NT$46.34 billion (US$1.5 billion), operating income of NT$5.12 billion, and net profit after tax of NT$3.61 billion, marking a 10% increase from the previous quarter, while earnings before interest, taxes, depreciation, and amortization (EBITDA) reached NT$10.63 billion. For the first nine months of 2025, cumulative revenue totaled NT$141.98 billion, operating income reached NT$15.44 billion, and net profit after tax grew by 2% year-over-year to NT$10.56 billion.

Electronic components and semiconductor lead frame manufacturer Excel Cell Electronic (ECE) saw strong demand for automotive lead frames early in 2025, but momentum in the third quarter of 2025 dampened due to tariffs and market uncertainties. However, recent signs of recovery in customer orders have led the company to expect stable automotive-related demand for 2025.