Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.
Foxtron Vehicle Technologies, the electric-vehicle joint venture backed by Foxconn Technology Group, is reportedly preparing to acquire Luxgen, the homegrown auto brand under Taiwan's Yulon Motor Group, as part of Foxconn's broader push to strengthen its EV portfolio.
Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets and new smartphones. Market enthusiasm has been buoyed by the performance of these products, while anticipation builds around progress in AI hardware and upcoming smartphone orders as the industry moves into the fourth quarter. Investors also await updates on Foxconn's electric vehicle (EV) and robotics projects, as well as collaborative efforts with major partners such as SoftBank Group, Mitsubishi Electric, and TECO Electric.
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results were slightly below forecasts, overall revenue in the automotive and industrial control sectors has not shown a significant decline.
Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first half of 2026. The strategic move aims to diversify the company as it faces weakening demand for its traditional consumer projectors.
Taiwan's Whetron Electronics reported stable operations through the first three quarters of 2025, leveraging its position as one of Taiwan's few Tier 1 automotive electronics suppliers serving passenger cars, commercial vehicles, and motorcycles. The company continues to advance smart driving and safety applications, demonstrating long-term technical expertise and deep market penetration.
Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive camera and radar products at around NT$25 million, and other product revenues totaling approximately NT$45 million.
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive supplier Aumovio and components manufacturer Bosch have confirmed they have resumed receiving Nexperia chips, marking a turning point after a month of global supply chain crisis.
The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications.
South Korean prosecutors have launched a sweeping investigation into alleged leaks of Samsung SDI's prismatic battery technology, with suspicions pointing to cooperation between South Korean suppliers and Chinese firms.
Tesla CEO Elon Musk recently received approval from most of the company's shareholders for a compensation package worth about US$878 billion over ten years, contingent on conditions such as selling 20 million electric vehicles and 1 million Optimus robots per year. Through Tesla's leadership, the humanoid robot market is expected to grow rapidly. The National Science and Technology Council (NSTC) recently announced that it will collaborate with the National Development Fund (NDF) to enhance investment in robotics companies and technologies, with a total amount of up to NT$10 billion (approx. US$322.9 million).
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