Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven demand that continues to power growth across the semiconductor distribution sector.

BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100% equity in XFS to enhance its high-speed transmission technology landscape. In addition, BizLink adjusted its global investment structure to optimize group governance and capital utilization.

Several Silicon Valley startups and venture capitalists are increasingly adopting Chinese artificial intelligence (AI) models for their products and services, citing practical advantages such as affordability, speed, and effectiveness. This shift marks a subtle realignment in the US-China AI competition, as Chinese open-source models gain traction among American technology firms.

MediaTek's latest October 2025 revenue slightly declined from September but remained higher than the same period in 2024, maintaining a peak level. The company previously stated at its earnings call that Dimensity 9500 shipments would stay robust during this period, confirming that flagship smartphone SoCs continue to be MediaTek's key operational pillar in the fourth quarter of 2025.

At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share.

Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications.

Wistron Group delivered record profits in the third quarter and first three quarters of 2025 on strong AI server demand, while Quanta Storage also hit historic highs in the first nine months despite margin pressures, underscoring sustained momentum across AI and storage markets.

AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share across its core businesses. CEO Lisa Su said AMD's latest guidance excludes China and reflects stronger-than-expected momentum in AI infrastructure spending, according to Bloomberg and Reuters.

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.

Taiwan-based industrial computer maker Nexcom is pivoting hard into humanoid robots as artificial intelligence expands into "physical AI."

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.