Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.

Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company's solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.

Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies.

Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On's 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.

The Sun Yad Group, known for its subsidiary Myson Century, which aims to become Taiwan's answer to DJI, also includes U-Best Innovative Technology, an upstream PU resin supplier that has developed bulletproof coatings. U-Best is actively expanding into defense and security materials and has recently completed customer validation for its bulletproof coating, which is primarily used in soft body armor. In addition, U-Best has begun mass production of a new generation of eco-friendly water-based treatment agents, which have already been adopted by major Taiwanese manufacturers.

The Taiwan Machine Tool and Accessory Builders' Association (TMBA) recently held its member assembly, where industry leaders expressed divergent views on when the machine tool market might recover. Overall, the sector's outlook remains uncertain as stakeholders await clearer signals going into the second quarter of 2026.

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.

At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.

The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027.

As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.

As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics.