Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in 2025, barring any unexpected circumstances. Company CEO Corona Chen highlighted that new customer projects continue to pour in, fueling optimism for double-digit growth in 2026.
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first time. The surge is attributed to the artificial intelligence (AI) boom and strong demand for new consumer electronics products.
Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year to NT$266.82 billion (approx. US$8.61 billion), while net profit rose 143.5% to NT$15.41 billion. The company reported gross, operating, and net margins of 8.8%, 7.3%, and 5.8%, respectively, reflecting improved scale and efficiency.
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance on DDI revenue, which currently accounts for 57.34% of total sales, down from a higher proportion earlier this year.
Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.
Google is reportedly in early talks to expand its investment and deepen collaboration with AI startup Anthropic, which could see its valuation surpass US$60 billion after a new funding round. According to Business Insider, the partnership may involve strategic investments, including additional computing power, convertible debt, or launching a fresh financing round in early 2026.
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges. The company also revealed progress on its L11 chassis assembly, targeting mass production readiness by the second quarter of 2026.
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine years. The figure represented a 9.04% increase from September's NT$1.06 billion and a 114.96% surge compared with the same month in 2024.
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.
Server slide rail maker Nan Juen International reported strong financial results for the third quarter of 2025, with consolidated revenue growing sequentially by a record-high 3.48% to NT$622 million (US$20 million). Gross margin for the third quarter also grew by 4% from the previous quarter to 36.5%, while operating margin likewise climbed by more than 5% sequentially to 21.7%.
Precision gear manufacturer Khgears International saw an 8.2% year-over-year drop in consolidated revenue for October 2025 to NT$237 million (US$7.65 million). Still, cumulative revenue from January to October reached NT$2.572 billion (US$83 million), marking a 3.22% increase and setting a new record for the period.
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