The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices were finalized with a quarter-over-quarter increase of approximately 4%, marking the highest growth rate in the past eight quarters.

Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term.

Japanese trading house Sumitomo Corp. plans to double its investment in India’s renewable energy sector, committing a total of JPY2 trillion (about US$13 billion) through a joint venture with local clean energy developer AMPIN Energy Transition, underscoring its growing focus on India as a key market for energy transition and industrial growth.