Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating benefits from order shifts driven by Nexperia. Market analysts project that these effects will take full shape in the first quarter of 2026. Concurrently, these firms are developing power management products to enter the growing AI server market, driven by rising demand for higher power density in AI data centers.

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Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan’s AI supply chain

As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with Google to integrate the Gemini model into the next generation of Siri and Apple Intelligence. The tie-up between the two tech heavyweights is expected to sharpen Siri’s capabilities and could also lift demand for Apple’s future hardware.

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Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff war, the all-out battle over artificial intelligence (AI) applications, and sweeping changes in AI server design as key challenges. Despite this, Quanta was still able to meet all customer requirements, with both revenue and profits reaching record highs. He added that the AI boom will not be limited to 2026, but is expected to continue surging over the next two to three years.

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