John M. Martinis, one of the winners of the 2025 Nobel Prize in Physics, has announced plans to ally with Hewlett Packard Enterprise (HPE) and several chip vendors to develop scalable quantum supercomputers with practical applications. Globally, efforts are underway to establish product specifications and technical standards, and to discuss legal, social, and governance frameworks for quantum technology.

Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch, both citing the Financial Times. A formal announcement of the succession plan is expected following the company's financial results at the end of January 2026.

Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling payments for the platform going forward. This development could resolve a protracted dispute over WeChat mini programs on iOS devices and represents a significant milestone in China's tech industry negotiations with Apple.

Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is viewed as a strategic asset for Xiaomi, which has consistently prioritized lightweight AI models and edge computing over competing directly in large-parameter model scales.

ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting a record high for a single quarter. Consolidated gross margin was 12.9% and operating margin was 4.4%. Both improved over the second quarter, benefiting from a more stable external environment with reduced tariffs and currency fluctuations.

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%. The AI PC trend is also anticipated to fuel notebook growth, all providing optimism for 2026. Tier-2 and tier-3 Neocloud customers have also contributed and will expand next year.

Plastic injection molding giant Fu Chun Shin (FCS) reported positive year-on-year revenue growth for October 2025, driven by demand from automotive components, ICT, semiconductor, and sports industry customers. New technology deployments in the premium sports sector are beginning to reap benefits, with supercritical fluid physical foaming equipment seeing increased shipments.

Acer founder Stan Shih has been awarded the third K.T. Li Award. Shih said that when he first started his business, he wasn't thinking about making money; he only wanted to create value. Since then, the Acer Group ecosystem has expanded to include Acer, Wistron, BenQ, and AUO; each bringing its own successes.

Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans to continue improving operational quality and profitability, ensuring long-term stable growth through a solid strategy and high-margin products.

Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.

Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which create uncertainty in the supply chain and demand. The PC market demand has also not picked up because AI PCs have yet to materialize. Additionally, continuous layoffs at major US tech companies have raised concerns that business PC demand will decline.

US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in the US because of his tariffs policy. Amid speculation that companies are fleeing Taiwan, Taiwanese government officials have repeatedly maintained that the makers are expanding overseas, demonstrating to the world their manufacturing capabilities.

Acer Inc. has announced a leadership transition at its Pan-America operations headquarters, as current regional president Gregg Prendergast is set to retire at the end of 2025. Effective January 1, 2026, Chris Chiang and Germano Couy will take over as co-general managers, jointly overseeing operations across North and Latin America. Both will report directly to Chairman and CEO Jason Chen.

China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.

Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29% year over year, driven by the continued AI boom and peak season for smartphone shipments. The company's cumulative revenue for January to October 2025 reached NT$6.39 trillion, marking a 15.55% increase compared to the NT$5.53 trillion in the same period of 2024.

Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware's popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released.

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter. The company anticipates that fourth-quarter notebook shipments will align with first-quarter levels, while full-year shipments are expected to grow between 3% and 5%. Meanwhile, the server business is projected to sustain double-digit growth throughout the year.

Apple Inc. is gearing up to enter the low-cost laptop market for the first time, developing a budget Mac designed to compete with Chromebooks and entry-level Windows PCs. Targeted at students, small businesses, and casual users who mostly browse the web, work on documents, or edit light media, the new model could also attract iPad buyers seeking a full laptop experience.

Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026.

Apple is reportedly integrating Google's Gemini extensively into its new Siri, while running all computations on Apple's private cloud compute (PCC) servers to ensure data privacy and security.

Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive further growth beyond Apple's strong sales.

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand.

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted to soften slightly as manufacturers brace for a challenging 2026 while anticipating a potential rebound driven by AI-enabled PCs.