As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual GPU Technology Conference (GTC) emerging as a critical platform for technology players worldwide. Foxconn, a longstanding Nvidia partner, has intensified its collaboration from hardware manufacturing to system integration, underlining its growing role in the AI supply chain.

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce Compal's North American market presence and improve supply chain robustness amid evolving global challenges.

Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data center infrastructure. The company also raised its full-year revenue and earnings guidance as growth momentum extended across its major business segments.

On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD retains ZT Systems' design and customer enablement teams, while Sanmina assumes responsibility for manufacturing operations and becomes a preferred new product introduction partner for AMD's cloud rack and cluster-scale artificial intelligence systems.

Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business operational IT equipment. This investment aims to establish an AI computing cluster and supercomputing center, expand its cloud platform, and accelerate development in smart manufacturing, smart electric vehicles (EV), and smart cities.

At the 2025 Future Innovation Technology Expo (FIX 2025) in Daegu, humanoid robots took center stage, walking, waving, sorting packages, and even handing out popcorn. This signals how far South Korea's robotics industry has come in bridging emotional intelligence and industrial automation.

Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic Times. Despite thinner profit margins compared with local players, firms such as DBG and BYD are ramping up production and rehiring staff to meet growing demand from Chinese smartphone brands, including Xiaomi, Oppo, and Vivo.

Amid growing speculation over Apple's deepening manufacturing push in India, Foxconn Interconnect Technology (FIT), a wholly owned subsidiary of the Taiwanese contract manufacturer, is preparing to significantly expand operations at its Hyderabad plant, according to people familiar with the matter cited by the Economic Times. The facility in Kongara Kalan, which began commercial production of Apple AirPods in April 2025, will reportedly double its output capacity and workforce over the next six to eight months.

Dixon's joint venture with Taiwan-based Inventec is expected to operate after April 2026, as the Indian EMS major reports surging sales thanks to handset manufacturing business.

Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India's Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic components domestically. The new company, Dixon IT Devices Private Limited, will be majority-owned by Dixon (60%), with Inventec holding 40%. The jointly operated factory is scheduled for completion by the second quarter of 2026.

Apple has hit fresh roadblocks in its ambitious attempt to reinvent the iPad with a giant foldable display, according to multiple reports. The device, internally code-named J312, was originally targeted for a 2028 launch, but now, engineers and industry watchers believe it may not arrive until 2029, or possibly never.

Dixon Technologies reported strong growth across its mobile, telecom, and IT hardware divisions in the second quarter of fiscal 2026, driven by new joint ventures, expanding production capacities, and rising export opportunities.

On October 17, 2025, Dixon Technologies posted robust results for the second quarter of fiscal year 2026 (April 2025 to March 2026), with revenue rising 28.8% year-on-year to INR148.55 billion (US$1.69 billion), driven by higher demand across its electronics manufacturing segments. The company's operating income grew 29.1% to INR4.65 billion, reflecting improved efficiency and scale benefits from expanding production volumes.

Tech firms are ramping up AI infrastructure investments and talent hunt in India as Tata Electronics reportedly develops its electronics manufacturing capabilities with a series of M&A efforts.

The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor supply chain. The move is prompting China's chip industry to accelerate internal restructuring to hedge against growing geopolitical uncertainty.

Since 1991, Foxconn's market value has grown from over NT$3 billion (US$98 million) to more than NT$3 trillion today. Chairman Young Liu said on October 15, 2025, at Taiwan Weeks 2025, that Foxconn's growth has been in tandem with the capital and financial markets. Without the support of Taiwan's financial system, Foxconn could not have grown from its initial capital of NT$200,000 in 1974 into today's multinational group, achieving remarkable growth in operational scale, market capitalization, and global presence.

Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter told Reuters. The issue centers on the machinery Apple provides to its contract manufacturers, including Foxconn and Tata, to assemble iPhones locally.

Titan Engineering and Automation, a Tata Group company, 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.

Foxconn, the world's largest electronics contract manufacturer, will invest about INR150 billion (approx. US$1.69 billion) in Tamil Nadu to expand its operations and create 14,000 high-value engineering jobs, state Industries Minister T R B Rajaa announced on X.

Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including Quanta, Wistron, Mitac, Mitac Digital Technology, and Wiwynn all recorded impressive gains as investments in data center and enterprise AI hardware continue to expand.

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.

The third court hearing in the ongoing bonus dispute between former Sharp Corporation chairman and veteran Foxconn executive Cheng-wu Dai and Foxconn Precision is scheduled for October 13 at the New Taipei District Court.

Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and shipments of new consumer products centered on the iPhone 17 series. The company's performance surpassed market expectations and demonstrated sustained growth momentum entering the second half peak season.

GoerTek has halted one of its investment projects in Bac Ninh, Vietnam, while maintaining active efforts to pursue further business opportunities within the country. According to reports from The Investor and Vietnam Investment Review, official documents from the Bac Ninh Industrial Zones Authority confirm that GoerTek Vina decided voluntarily to terminate the project, signaling a measured shift in its local operations.