Taiwan’s Ministry of National Defense has released select non-classified details of a special military procurement package totaling NT$1.25 trillion (approx. US$39.5 billion), offering a clearer picture of a strategic shift from conventional warfare toward technology-driven operations.

Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the company’s annual shareholder event on January 22, 2025. He described 2025 as an operational low point before the company’s expected rapid recovery.

Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn Technology Group to acquire a 52% controlling stake in Belgian startup Magnax BV. This expansion marks Pan-International’s strategic transition from traditional wiring harness manufacturing to a supplier of advanced critical components, positioning it at the forefront of next-generation power system technologies.

Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling the company to enter the US server supply chain and the enterprise storage market. According to Pua, large server customers have proactively approached Phison to help secure supply, while NAND flash prices continue to trend upward. Consumer and channel markets are unable to bear the cost pressure, pushing the storage industry into a phase of structurally strong long-term demand.