Egis Technology Group's subsidiary Algoltek has invested approximately NT$198 million (approx. US$6.46 million) by subscribing to private placement shares in Appro Photoelectron at NT$30 each. The investment is aimed at integrating Egis Group's iCatch AI vision chips, Syncomm's low-latency communication technology, and Algoltek's AI algorithms and high-speed interface technologies to develop a comprehensive "AI vision solution." This collaboration specifically targets applications in smart manufacturing, smart logistics, and the drone markets.

Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming AI accelerators.

Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company stated that the initiative, valued at around US$15 billion between 2026 and 2030, aims to accelerate AI-driven transformation across India while supporting the government's "Viksit Bharat 2047" vision for a developed digital economy.

The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.

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.

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.

Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI server certification and cybersecurity compliance.

At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also collaborated with key partners such as Nvidia and AMD to present a series of server platforms.

Graphcore, a wholly owned subsidiary of SoftBank, announced plans to establish a new AI Engineering Campus in Bengaluru, India, with an investment of up to GBP1 billion (approx. US$1.26 billion) over the next decade. The project is expected to create 500 new semiconductor engineering jobs, marking one of SoftBank's largest AI-related commitments in India to date.

Tata Electronics has acquired the India operations of Chinese industrial automation firm Justech Precision for nearly US$100 million, according to a report by CNBC, citing unnamed sources. The transaction, completed in August 2025, was advised by HSBC Bank and HDFC Bank and marks a key step in Tata's strategy to expand its role in Apple's global supply chain.

The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.