Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability amid strong orders and automation demand.

Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample domestically. The launch drew strong attention as the two memory leaders showcased contrasting strategies for the next stage of AI memory development.

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.

Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India's Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic components domestically. The new company, Dixon IT Devices Private Limited, will be majority-owned by Dixon (60%), with Inventec holding 40%. The jointly operated factory is scheduled for completion by the second quarter of 2026.

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per month by 2027. This expansion highlights China's strategy to diversify its aircraft supply chain amid US export restrictions on Boeing parts, signaling strengthened Airbus-China cooperation during geopolitical tensions.

The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI, Meta, AMD, Nvidia, Microsoft, and Broadcom. Its goal is to create an open Ethernet interconnect standard to address AI chip connectivity fragmentation and redefine global AI infrastructure. The collaboration marks a rare alignment across major rivals in pursuit of interoperability.

Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman Alex Chien said InventAI's launch is just the first step, with at least two more subsidiaries currently in preparation to accelerate the commercialization of technologies from in-house researchers and expand the industrial ecosystem.

Samsung Electronics will begin mass production of its next-generation mobile application processor (AP), the Exynos 2600, in November 2025, according to several South Korean media outlets. Reports indicate the Exynos 2600 is highly likely to be used in the upcoming Galaxy S26 series smartphones. Notably, the neural processing unit (NPU) performance of the Exynos 2600 is reportedly more than six times faster than Apple's A19 Pro.

China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government subsidies for ICT terminal products, a wave of new device launches from major brands, and the boost from generative AI (GenAI) technologies, total smartphone shipments through July declined only slightly by 1.1% compared to 2024.

Tesla Inc. is set to announce its third-quarter 2025 earnings on October 22, 2025 (EST) after the US market close, and while investors will be watching the revenue line closely, much of the attention will fall on what Chief Executive Elon Musk says about the company's future bets — robotaxis, humanoid robots, and artificial intelligence.

As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to boost fast-charging capability, cycle life, and system safety. The company is also diversifying its product mix with high-voltage mid-nickel, cylindrical, and prismatic cells to counter the rapid ascent of China's battery industry.

As export restrictions tighten on Dutch chipmaker Nexperia, a key supplier of power semiconductors, global auto supply chains are feeling the strain—and competitors are moving quickly to fill the void.

Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.

As China's demand for greener, more efficient compute infrastructure surges, Shanghai-based DaMaoAI has become one of the country's standout innovators in "AI for Energy." The firm recently raised nearly CNY100 million (US$13.8 million) in an A+ round of funding from CATL Capital, the venture arm of battery leader CATL.

Advancing RE100 commitments has become a critical goal for the global tech industry, but South Korean companies face complex processes and steep costs in power purchase agreements (PPAs), pushing many toward simpler green premium schemes with limited carbon reductions. Industry and academia are now looking to Taiwan's offshore wind auction strategy as a successful model that reduces corporate procurement pressure.

For the first time, Korean Air has unveiled three self-developed unmanned aerial vehicles (UAVs), signaling its evolution into a comprehensive aerospace company encompassing artificial intelligence (AI), manned and unmanned systems, and maintenance, repair, overhaul, and modification (MROM) services.

Tron Future and Huneed Technologies have signed a Memorandum of Agreement (MoA) to jointly develop and market advanced maritime anti-drone systems for both manned and unmanned platforms. The agreement was signed during the Seoul International Aerospace & Defense Exhibition (ADEX 2025), South Korea's biennial defense trade show.

The standoff between China and the US continues, escalating global geopolitical risks and fueling stronger demand for military resources across nations. Nam Liong Global has been actively investing in the research and development of technologies for military equipment and safety protection systems, covering products such as bulletproof gear and emergency medical rescue items.

China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied market. With the global display supply chain increasingly concentrated in China, Taiwanese polarizer makers face intensifying pressure to transform.

RiTdisplay has entered the medical contract development and manufacturing organization (CDMO) sector by partnering with UK-based Adtec Healthcare and Taiwan's SG Biomedical to develop a low-temperature plasma medical platform. The company also collaborates with an international gene sequencing team and Lihpao Life Science on optical gene applications, marking RiTdisplay's strategic shift from optoelectronic manufacturing into the medical industry and opening a second growth trajectory.

China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With weakening panel pull-in momentum, the industry is not optimistic about TV sales for the upcoming Singles' Day shopping festival.