The surge in AI computing power is reshaping the energy industry. From chips and servers to data centers and the grid, energy supply and distribution are evolving from a one-way model into a new architecture where computing and electricity operate synergistically.

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.

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.

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.

Apple CEO Tim Cook met with China's Minister of Commerce Wentao Wang on October 16, 2025, once again emphasizing that Apple will continue to deepen its presence in the Chinese market.

Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board. The departures are scheduled for the company's annual stockholder meeting in January 2026.

Foxconn chairman Young Liu has confirmed a recent meeting with OpenAI CEO Sam Altman and a planned discussion with Nvidia CEO Jensen Huang, signaling the electronics giant's major push into artificial intelligence (AI) infrastructure.

Apex Science & Engineering stated that its optoelectronics division received orders worth about NT$200 million (US$6.5 million) in 2025, with 70% designated for export. The value of products ordered but not yet shipped currently stands at approximately NT$55 million. The company shared that future plans for its optoelectronics business will focus on increasing product added value.

As the AI industry continues to thrive, Double Bond Chemical (DBC) has entered the electronic materials market. Revenue from its 5G/6G materials has already exceeded 10% of total sales, and the company is planning to expand production capacity from the current 300 tons to 2,000 tons.

The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.

Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company's second-highest ever level. Audix's strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.

Taiwanese firms have achieved stellar results in the electronic components and AI server sectors, but a concern has been whether these industries are keen on supporting and investing in local startups. A government-commissioned survey by the Taiwan Institute of Economic Research (TIER) has shown that policy support remains crucial for sustaining Taiwan's startup investment momentum, while challenges remain in expanding startups' international reach and market entry capabilities. However, traditional electronics contract manufacturers have notably increased their investments in startups.

Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828 trillion (approx. US$59.7 billion), this represents a 40.05% year-over-year increase from the same period in 2024.

Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving global AI supply chain. According to Huang, two sectors in Taiwan are becoming indispensable in the AI age: advanced chip development and AI server system integration.

Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure, over 80% of its exports target the US, contributing to projected double-digit revenue growth for 2024.

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.

Taiwan's government is stepping up efforts to encourage startups to pursue initial public offerings (IPOs) domestically, aiming to retain capital that might otherwise flow to markets like Hong Kong, Singapore, the US, and Japan. With Taiwan's banking loans nearing NT$43.9 trillion (approx. US$1.43 trillion), the total market value of listed companies reaching NT$86.9 trillion, and insurance assets totaling NT$36.9 trillion, lawmakers have urged authorities to pursue strategies to keep innovation funding within Taiwan.

China announced sanctions against five US subsidiaries of South Korean shipbuilder Hanwha Ocean on October 14, 2025. The move comes on the eve of the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea, and signals China's growing retaliatory actions against the US, which are now beginning to affect South Korean companies.

Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The visit included stops at AAC Technologies Holdings and Lens Technology, underscoring Apple's ongoing commitment to achieving carbon neutrality.

Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency at the 2025 Open Compute Project (OCP) Global Summit in San Jose, the US. The exhibition highlighted FIT's efforts to address rising power consumption challenges in high-performance computing (HPC) and data centers.

Egis Technology Group's subsidiary Algoltek has invested approximately NT$198 million (approx. US$6.46 million) by subscribing to private placement shares in Appro Photoelectron at NT$30 each. The investment is aimed at integrating Egis Group's iCatch AI vision chips, Syncomm's low-latency communication technology, and Algoltek's AI algorithms and high-speed interface technologies to develop a comprehensive "AI vision solution." This collaboration specifically targets applications in smart manufacturing, smart logistics, and the drone markets.

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.