Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year.

Samsung Electronics posted strong overall results for the third quarter of 2025, driven primarily by its semiconductor and mobile businesses. However, the home appliance and TV divisions showed weaker performance, with profits estimated at a mere KRW300 billion (US$209 million). To break through this slump, Samsung's Device eXperience (DX) division acting head Tae-moon Roh is aiming to replicate the mobile segment's successful AI and hyperconnectivity strategies in home appliances and TVs.

Samsung Electronics saw strong results from its mobile division for the third quarter of 2025, driven by robust sales of its new foldable models, the Galaxy Z Fold7 and Flip7. The Mobile eXperience (MX) and Network (NW) business units reported operating profit growth of nearly 30% year-over-year.

Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung Pan making his first public appearance to outline the company's dual focus on growth and sustainability following a 2024-2025 strategy review.

With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter of 2025, and operations in 2026 are expected to reach double-digit growth. Director Anson Chiu stated that AI-related products accounted for more than 20% of revenue in the third quarter, exceeding the company's prior annual plans. In 2026, the AI-related revenue share is expected to double to 40%, with nearly double the capacity added in Vietnam, Kaohsiung, and the US.

Acoustoelectric component maker Primax Electronics maintained steady operations in the third quarter of 2025, fueled by strong shipments of automotive and AIoT products that sustained momentum from the first half of the year.

Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their use of this technology. According to cooling module maker Microloops, liquid cooling contributed only single-digit percentages of its revenue in 2025 but expects substantial growth next year due to expanded liquid cooling deployment in ASIC servers among CSP customers.

Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers are aggressively expanding production capacity during this critical growth period. Industry sources note that Nvidia's new platform will drive much higher demand for key liquid cooling components such as quick connectors and cold plates.

To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan. Terence Liao, general manager of Dell Taiwan, who serves as IPO Forum chairman, emphasized that since the emergence of generative AI, the industry has undergone extensive trial and error over the past two years, making 2025 a critical turning point. Liao expressed hope that the accelerator platform will leverage the strength of major players to empower smaller enterprises and enhance the resilience of Taiwan's industrial ecosystem.

Facing accelerated AI server upgrades and soaring power consumption, Giga Computing is promoting next-generation cooling technology and one-stop data center solutions, with South Korea identified as a key market. The company recently participated in the Korea Electronics Show (KES 2025) to highlight its competitive edge to potential local customers.

High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484 million (US$15.7 million) in revenue for the quarter and a net income of NT$88 million. The consolidated revenue for the first three quarters totaled NT$1.62 billion. Overall revenue has shown a steady month-by-month increase, indicating that the company has recovered from the early-quarter revenue dip caused by delayed shipments due to customer testing.

The escalating US-China trade war has led to major shifts in the shipping industry. As part of rising tensions, China recently announced rare earth export controls, while the US threatened to impose additional high tariffs on Chinese goods, and both countries have also imposed reciprocal maritime port fees since October 14.

The global electronics industry faces dual challenges of supply chain restructuring and geopolitical risks. To help member companies expand internationally and reduce trade barrier risks, the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) has been actively promoting so-called overseas science parks since Young Liu, chairman of the Foxconn group, took over as TEEMA chairman.

Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity and environmental monitoring standards for data centers and AI servers.

Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook semiconductor sector is evolving into a three-way competition.

The 2025 Future Innovation Technology Expo (FIX 2025) opened in Daegu in January 2025, bringing together 585 companies across 2,000 booths to showcase breakthroughs in mobility, robotics, artificial intelligence, and ICT.

Yageo chairman Pierre Chen announced the successful acquisition of Japan's Shibaura Electronics and immediately traveled to Tokyo for a joint press conference with Shibaura president Akira Kasai, marking a new milestone in their partnership aimed at expanding presence in the Americas and Europe.

Samsung Electronics has officially released its first extended reality (XR) headset, the Galaxy XR, priced at KRW2.69 million (approx. US$1,882). It targets the mid-to-high-end market segment, falling between Meta's Quest 3 and Apple's Vision Pro.

The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's AI glasses market is heating up fast, with Alibaba and Baidu ready to debut their own models within six months, marking the start of true industrialisation and a coming shake-up from brands to the supply chain.

US President Donald Trump is set to personally attend oral arguments on November 5, 2025, at the US Supreme Court regarding the legality of his administration's reciprocal tariffs—a rare move underscoring the critical importance of the case for his signature trade policies.

Chinese drone maker DJI had once dominated over 70% of the global consumer drone market and as much as 90% in the US. However, Taiwan's domestic drone makers in recent years have begun to shine in the dual-use (civilian and military) market. The industry's production value surpassed NT$5 billion (approx. US$163 million) in 2024 and is expected to exceed NT$10 billion in 2025.

As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry is closely watching whether their technologies and solutions can meet the practical demands of future AI servers.

Pegatron Group's server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group's broader transformation. Pegatron Chairman T.H. Tung personally attended ASRock Rack's pre-IPO investor meeting on October 20 to show his support, joking that he came to embrace his "golden grandson." Tung also revealed that more subsidiaries are preparing for spin-offs following ASRock Rack's listing, signaling an active restructuring drive within the group.

Taiwan's industry players are seizing every opportunity in the rapidly advancing field of quantum technology. According to the National Science and Technology Council's (NSTC) quantum technology exhibit at the 2025 Future Tech Pavilion, a preliminary division of labor in the quantum computing industry has emerged, covering quantum chip design and fabrication to control modules and applications, with an increasing number of professors and students across Taiwan now taking part in related research projects.