As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the household. In the home care sector, LG Electronics expects AI humanoid robots to replace human domestic labor, ushering in the era of zero labor homes as early as 2030.

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the third quarter of 2025. General manager Pei-Ming Chen stated that some customers are even seeking DDR4 long-term contracts of up to six years, and this structural shift is expected to last through 2027.

Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware's popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released.

Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has been underestimated. Huang highlighted the importance of supply chain collaboration during an interview with Fox News, as reported by Wccftech and FreeMalaysiaToday.

China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence chips, according to Reuters. The regulatory directive impacts projects worth tens of billions of dollars.

The Chinese Ministry of Commerce announced on November 5, 2025, that, effective November 10, 2025, it will end anti-circumvention measures on certain cut-off shifted single-mode optical fiber (G.654.C optical fiber) imported from the US. This change means that related products will no longer face anti-dumping duties ranging from 33.3% to 78.2%, restoring their standard import status.

Advantech, a leading industrial PC manufacturer, reported steady growth in the third quarter of 2025 despite experiencing a slight decline in gross margin caused by rising raw material costs. Consolidated revenue for the third quarter reached NT$17.774 billion (US$570 million), marking a 19% increase year-over-year. The company posted a gross margin of 38.9% and net profit after tax of NT$2.77 billion.

Arm Holdings is positioning its energy-efficient chip designs as the essential solution to the global AI industry's growing power crisis, a strategy that fueled record quarterly results and a raised forecast.

Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability reduced its gross margin by around 1% in the third quarter of 2025. During its third-quarter earnings call, Advantech disclosed that ongoing shortages of DDR4 DRAM chips have significantly impacted the entire supply chain for industrial PCs.

Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials emphasize that underlying structural contradictions remain unresolved and fundamental strategic competition between the two powers is expected to continue.