28
Nov
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although a sharp improvement from 2024. The company has started in LED testing and is optimistic about its DFB and FEL foundry testing business in optical communications for 2026. Strong customer demand has clarified order visibility, and 2026 is expected to see multiple-fold growth. With new product layouts entering the harvesting stage, FitTech aims to turn profitable as early as the second quarter.
28
Nov
TSMC’s 2nm secrets case erupts into raids on Intel hire Wei-Jen Lo
Taiwan’s investigation into former TSMC senior vice-president Wei-Jen Lo intensified on November 26 as prosecutors carried out search and seizure operations in Taipei and Hsinchu, escalating one of the island’s most sensitive technology-security cases in years.
28
Nov
AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed signal integrity, high-power delivery, and system-level thermal management. Connectors and cables have become critical bottlenecks defining the performance limits of AI servers and edge devices. Connector and cable supply chain players say design capabilities involving materials, plating, shielding, and thermal coupling are emerging as core barriers for vendors aiming to enter the high-end market.
28
Nov
Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips
Taiwan’s Industrial Development Administration said it has approved 28 projects under its 2025 IC design subsidy program, selecting 33 companies for a combined NT$1.3 billion in government funding. The agency expects the initiative to generate nearly NT$36 billion in commercial opportunities as the island pushes system-level innovation in AI, drones and advanced sensing.
28
Nov
Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands
As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan’s optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier’s technical capabilities.
27
Nov
Data Image enters drone market with new Taoyuan production line
Data Image, Qisda Group’s display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support growing demand. President Phil Yu said the company is developing high-brightness, ruggedized screens for drone controllers and outdoor consoles, with the line currently in trial production.
27
Nov
Teinco targets net zero through electromechanical expertise
Global net zero goals and the rapid adoption of green energy by RE100 companies have pushed Taiwan’s green power market into a long-term shortage. Engineering, Procurement, and Construction (EPC) firm Teinco Technology stated that by leveraging its electromechanical background and diversified deployment strategy, the company has adopted a dual approach of strategic alliances and investments, successfully driving strong profit growth. Order visibility has now steadily extended through 2028.
27
Nov
Foxconn’s CityGPT platform optimizes smart city security ecosystem
At Hon Hai Tech Day 2025 (HHTD25), Foxconn clearly showcased its ambition to transition from hardware manufacturing to platform solutions. For the first time in the smart city exhibition area, Foxconn acted as a system integrator, leveraging its self-developed CityGPT platform to integrate technologies from global leaders such as NVIDIA and Microsoft. Supported by Taiwan’s Ministry of Economic Affairs’ (MOEA’s) Asia New Bay 2.0 project, Foxconn is partnering with trusted technology service provider Gogolook to jointly build city-level AI solutions with cybersecurity resilience.
27
Nov
Walmart’s electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart’s installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart’s deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.
27
Nov
Taiwan and US companies advance AI, rejecting bubble concerns
Former Minister of Economic Affairs (MOEA) Mei-Hua Wang said at a forum that demand for AI computing power is skyrocketing, and semiconductor demand shows no sign of slowing. Whether it is Nvidia’s GPUs or Google’s TPUs, both continue to push toward higher performance and lower power consumption. With support from TSMC and the rest of the supply chain, Wang is confident AI will not face a bubble.