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.

Microsoft Corp. has entered a US$19.4 billion partnership with Nebius, a Neocloud provider, to secure over 100,000 Nvidia GPUs. This agreement is intended to enhance Microsoft's large language model (LLM) and artificial intelligence (AI) assistant development while alleviating pressure on its own server infrastructure, according to Bloomberg and Tom's Hardware.

Wiwynn is rapidly expanding its manufacturing footprint worldwide, driven by strong orders for AI servers expected to sustain through 2027. The company's president, William Lin, highlighted robust industry momentum at a recent groundbreaking ceremony at Wiwynn's Neihu headquarters, while chairperson Emily Hong called upon Taipei city officials for additional land to support growth.

Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the global smartphone market approaches saturation. Industry sources suggest this move aims to facilitate early-stage engineering verification and pilot runs before full-scale manufacturing. Neither Apple nor Hon Hai Precision Industry Co. (Foxconn), its principal assembler, have officially confirmed the plan.

Wiwynn officially began construction of its new headquarters in Neihu District, Taipei, during a ceremony held on October 2. The event was led by chairperson and CSO Emily Hong, with Taipei Mayor Wan-an Chiang and other industry figures in attendance. The company aims to complete the building by 2029 as part of its expansion strategy.

Dixon Technologies has incorporated a wholly owned subsidiary, Dixon Electrocorp Pvt. Ltd., to expand into the fast-growing battery and energy storage segment. The announcement was made through a regulatory filing on September 29, 2025, to the BSE and the National Stock Exchange of India.

Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With domestic value addition in smartphones rising to 19% and iPhones worth US$45 billion produced between April 2021 and March 2025, India is becoming a pivotal hub in Apple's global supply chain.

V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics manufacturing services provider posted a net loss attributable to equity holders of MYR33 million (US$7.84 million) in the fourth quarter of fiscal year 2025, compared with a profit of MYR126.7 million a year earlier.

The Taiwan Expo 2025 is being held from September 25 to 27 at the Bharat Mandapam in New Delhi, featuring major Taiwanese corporations such as Hon Hai Precision, Delta Electronics, and Hiwin. The event showcased a range of products and sought to establish Indian business partnerships, reflecting growing trade cooperation between Taiwan and India.

The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025, marking a 26.74% increase year-over-year. This surge reflects the semiconductor sector's robust performance alongside expanding AI applications and investments in cloud services.

Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices' specifications and design, pre-orders and launch day sales triggered significant shortages across several key markets, including the US, China, Vietnam, and India.

Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project.

A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing power is creating an urgent need for lightning-fast data transfer and a massive, reliable energy supply. At the same time, a flood of government incentives and private investment is supercharging growth in the EV market.

Foxconn Interconnect Technology (FIT), a subsidiary of Hon Hai Precision Industry Co. (Foxconn), hosted its first FIT Tech Day 2025 on September 17, spotlighting its strategic focus on AI mobility and global market development. FIT chairman Lu Sung-ching emphasized that data and power infrastructure are essential for future AI applications, with particular emphasis on expanding presence in the Middle East.

Apple is moving closer to entering the foldable smartphone market, with early development of a foldable iPhone already underway, industry sources told Nikkei Asia. The company has discussed plans with suppliers to establish a test production line in Taiwan, while mass production is expected to take place in India ahead of a possible 2026 launch.

Flex Power Modules and Japan's Renesas Electronics have announced a new strategic partnership aimed at tackling the surging energy demands of artificial intelligence (AI).

Acer has teamed up with Nvidia to debut the Veriton GB100, a compact AI workstation built on Nvidia's GB10 chip. The model has generated strong demand from clients even before its commercial launch.

Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion.

Lite-On Technology commemorated its 50th anniversary as chairman Tom Soong urged swift transformation as the rapid AI surge reshapes global competition. The firm plans to double overseas R&D staff while partnering with Cloud Gate Dance Theatre to blend AI and art, symbolizing its commitment to innovation and cultural synergy.

As the smartphone market nears saturation, smart glasses are emerging as the next frontier for AI-enabled wearable devices. Foxconn is positioning itself beyond contract assembly by investing in local augmented reality (AR) technology company Jorjin and leveraging subsidiary Omniguider to develop application solutions, signaling a comprehensive approach to the evolving AI glasses market.