China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence (AI) computing network by 2028. The move seeks to accelerate AI autonomy and reduce reliance on foreign technology amid growing geopolitical tensions.
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by Nvidia, whose business is skyrocketing amid the artificial intelligence boom.
Vivo has positioned itself at the forefront of advancing smartphone photography by incorporating teleconverter lenses as standard accessories in its flagship devices. Oppo is expected to adopt a similar approach with its upcoming Find X9 series, signaling a potential shift among high-end Android manufacturers to prioritize telephoto lens enhancements in premium models.
Vivo unveiled its new X300 flagship series in Shanghai on October 13, 2025, highlighting deepened collaboration with Zeiss to differentiate and enhance imaging and video recording capabilities. The company also launched OriginOS 6, optimizing the user interface and AI integration to strengthen brand and product competitiveness.
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.
Broadband equipment supplier Twoway Communications continues to focus on its two core businesses — broadband transmission equipment and smart networking AIoT applications. In particular, the company has actively expanded its AIoT business in recent years, with increasing order momentum contributing significantly to overall revenue through September 2025.
Digital transformation solutions integrator International Integrated Systems (IISI) reported September 2025 revenue of NT$649 million (US$21.3 million), up 122.49% year-over-year. For January to September 2025, cumulative revenue reached NT$3.248 billion, a 15.97% increase from the prior year. Third quarter 2025 revenue rose 29.61% quarter-over-quarter and 58.67% year-over-year.
Pegatron saw its September 2025 revenue rebound, driven by strong shipments of Apple's new iPhone 17 series, reaching NT$114.91 billion (US$3.76 billion), a 74.52% sequential and 5.17% year-over-year increase. This marks the first time in five months that the company's revenue has surpassed the NT$100 billion mark.
Following China's 2025 Golden Week, major brands Oppo and Honor announced upcoming smartphone releases featuring advanced imaging and AI enhancements to stimulate demand. Despite promotional efforts, the third quarter of 2025 showed only a modest 2.3% year-over-year shipment growth, reflecting ongoing market challenges.
Largan Precision CEO Adam Lin provided a wealth of insights regarding robotics and smartphone lenses at Largan's third-quarter online investor conference.
At the geopolitics forum of SEMICON West 2025, corporate government affairs executives from Arm Holdings, ASML, Entegris, Intel, and Lam Research all presented policy recommendations in relation to US strategies to compete with China. All attendees unanimously agreed that policy consistency and continuity are the most urgent areas for improvement.
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