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.
After three years of regulatory reviews and industry coordination, Linde LienHwa Group on October 29 unveiled Taiwan's first hydrogen-powered truck at the 2025 Energy Taiwan and Net Zero Taiwan Expo, signaling a significant step toward commercial hydrogen mobility. The company also announced plans to launch its first hydrogen refueling stations, developed in partnership with CPC Corporation, by the end of 2025, a move aimed at laying the groundwork for a domestic hydrogen infrastructure network.
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology and markets have evolved. The main highlight remains CEO Jensen Huang's two-hour keynote speech. This year, however, Nvidia held an additional event in Washington, DC, sparking speculation about Huang's next moves for the industry.
The race is heating up. Two of China's top autonomous-driving firms — Pony AI Inc. (Pony.ai) and WeRide Inc. (WeRide) — have filed to go public on the Hong Kong Stock Exchange (HKEX) on November 6, 2024, setting up a head-to-head contest for the title of Hong Kong's first robotaxi stock.
After dominating China's first wave of electric vehicle (EV) adoption, BYD is shifting its focus in 2025 from electrification to intelligent mobility. The automaker has launched what it calls a campaign for "smart driving for everyone," aiming to make autonomous driving technologies accessible to mass-market consumers.
Taiwan's printed circuit board (PCB) manufacturers and outsourcing semiconductor assembly and test (OSAT) providers are positioned for significant growth driven by artificial intelligence (AI), 5G/6G communications, and automotive electronics. However, they face challenges, including supply chain vulnerabilities, talent shortages, and a lack of unified packaging standards. Devan Iyer, CSO for Advanced Electronic Packaging at the Global Electronics Association, outlined these issues and opportunities in an exclusive interview with DIGITIMES.
Hon Hai Technology Group (Foxconn) used this week's GTC event in Washington to highlight two fronts of collaboration with Nvidia: expanding US-based AI server manufacturing and joining a new alliance with Stellantis and Uber to develop level-4 robotaxis.
Taiwan's electric vehicle (EV) market is poised to enter a new phase of fierce competition by the end of 2025, as the island's three major automotive groups prepare to launch a wave of new battery-electric vehicles (BEVs) aimed at capturing the fast-growing mainstream segment.
The future development of Taiwan's battery industry must be grounded in the global competitive landscape and domestic industrial conditions, implementing differentiated, niche, and advantage-based strategies. The focus should be on developing small-volume, diverse, high-value, and cost-effective products to build technical barriers and avoid falling into price competition traps.
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