Taiwan’s AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics manufacturing services (EMS) manufacturers, and a set of high-power, AI-specific components—especially thermal solutions, rack hardware, and high-speed optical interconnect.

ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand from China and robust orders from advanced logic and foundry customers. The company also raised its outlook for the first quarter of 2026, signaling growing confidence in the semiconductor capital-spending cycle.

The silicon photonics (SiPh) and common packaged optics (CPO) solutions supply chains are emerging this year. Japanese testing equipment maker Advantest says that although optical communications have advantages in energy efficiency and high transmission speeds, there remains three major technical challenges that have yet to be standardized before related chip products are formally launched. These issues will need to be addressed as the industry transitions from electrical to optical communications.

Wikipedia is marking its 25th anniversary by broadening its paid data licensing partnerships with major AI companies, disclosing its list of collaborators publicly for the first time. The Wikimedia Foundation has granted Amazon Web Services (AWS), Microsoft Corporation, Meta Platforms Inc., Mistral AI, and Perplexity access to Wikipedia and other Wikimedia project content via its enterprise product, Wikimedia Enterprise, according to reports from CNBC and TechCrunch.