Tesla CEO Elon Musk recently received approval from most of the company's shareholders for a compensation package worth about US$878 billion over ten years, contingent on conditions such as selling 20 million electric vehicles and 1 million Optimus robots per year. Through Tesla's leadership, the humanoid robot market is expected to grow rapidly. The National Science and Technology Council (NSTC) recently announced that it will collaborate with the National Development Fund (NDF) to enhance investment in robotics companies and technologies, with a total amount of up to NT$10 billion (approx. US$322.9 million).

Clevo reported a single-quarter after-tax net profit of NT$890 million (US$28.7 million) in the third quarter of 2025, demonstrating steady operational performance. The company plans to continue improving operational quality and profitability, ensuring long-term stable growth through a solid strategy and high-margin products.

The Taiwan Association of Machinery Industry (TAMI) is celebrating its 80^th anniversary amid one of the most turbulent economic periods in history. Despite global challenges, Taiwan's machinery industry still achieved a solid 6.6% year-on-year growth in the first three quarters of 2025.

Edge AI device competition has escalated into size, power consumption, and thermal management. As AI computational loads increase, traditional coil motor speakers and mechanical fan modules have become structural bottlenecks limiting the design and performance of next-generation consumer devices.

LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing new growth opportunities through innovation and expansion.

With the continuous rollout of various edge AI application projects, industrial PC (IPC) provider Winmate has seen steady growth in both revenue and profitability, achieving record highs in revenue, net profit, and earnings per share (EPS) in the third quarter of 2025. In addition to continuing its global expansion, the company plans to focus on target industries and further advance edge AI application solutions.

Safety evaluation firm Andon Labs conducted experiments using several LLMs to control robots and found that while LLMs can understand commands, they still make frequent mistakes in real-world environments and are not yet capable of safely or reliably operating machines. According to TechCrunch, Andon Labs co-founder Lukas Petersson admitted that "LLMs are not ready to be robots."

Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security closer to data sources, focusing on real-time AI inference and agentic AI use cases in retail, manufacturing, healthcare, and other sectors.

As AI applications expand from data centers to various enterprise work environments, demands for network bandwidth, low latency, and intelligent management are rising. Cisco has introduced multiple new solutions at the Cisco Partner Summit 2025, including a unified dashboard integrating its Meraki and Catalyst Center platforms and automation workflows supporting natural language commands, aimed at helping enterprises upgrade networks and simplify operations.

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250 chips in the form of accelerator cards and rack systems.

As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia's role as a "key puzzle piece" in Nvidia's latest capital deployment stems from their complementary strengths in computing power and networking.

With the electric vehicle market approaching maturity and growth momentum slowing, automakers are turning to artificial intelligence and robotics as the "second curve" of manufacturing transformation.

US President Donald Trump has ended his six-day trip to Asia.

With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter of 2025, and operations in 2026 are expected to reach double-digit growth. Director Anson Chiu stated that AI-related products accounted for more than 20% of revenue in the third quarter, exceeding the company's prior annual plans. In 2026, the AI-related revenue share is expected to double to 40%, with nearly double the capacity added in Vietnam, Kaohsiung, and the US.

Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station chips. The AI-RAN platform can leverage idle RAN assets to support edge AI services, allowing base stations to perform AI inference computations while providing communication services.

Taiwanese semiconductor group Egis Technology held its annual "2025 Egis Tech Day" on October 28, 2025, unveiling a suite of cutting-edge innovations under the theme of "fully activated AI."

Pegatron has launched a digital transformation training base in Kaohsiung's Asia New Bay Area, with the intention of creating a manufacturing and technology talent pipeline in southern Taiwan. At the opening ceremony on October 28, 2025, Pegatron Chairman T.H. Tung stated that Kaohsiung is becoming increasingly important in Taiwanese firms' southern expansion and that there is the possibility of Pegatron expanding with a second phase of investment.

The Global Electronics Association (GEA) participated as a co-organizer in the 2025 International Microsystems, Packaging, Assembly, and Circuits Technology (IMPACT) Conference, hosting a special forum, "Component to System-Level Integration." The session brought together leading companies, including AMD, ASE Group, Kinsus, and Wistron, to discuss the development and standardization needs of advanced packaging technologies in the AI era.

During a recent appearance at Italian Tech Week, Amazon founder and Blue Origin CEO Jeff Bezos predicted that within the next 10 to 20 years, humanity will begin constructing gigawatt-scale, solar-powered data centers in outer space to meet the surging energy demands of artificial intelligence and cloud computing.

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.

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.

Innodisk has unveiled a new edge AI strategy and brand positioning, targeting two high-potential markets and three core value propositions. Chairman Chuan-Sheng Chien highlighted that the group has completed over 1,000 edge AI projects in recent years and expects exponential growth in edge AI adoption, aiming to increase related AI revenue share from just over 20% in 2025 to 30% by 2026.

At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink how systems are built in the age of AI. His talk, titled "What AI Wants: New Silicon, New Systems, and a New Era for the Data Center," highlighted that performance-per-watt optimization, ecosystem collaboration, and custom silicon are key to meeting the explosive growth in AI workloads.