Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first half of 2026. The strategic move aims to diversify the company as it faces weakening demand for its traditional consumer projectors.
Machinery exports in October 2025 grew by 11.8% year-over-year to US$2.658 billion, while cumulative exports from January to October 2025 totaled US$25.917 billion, up 7.3% year-over-year, according to the latest report from the Taiwan Association of Machinery Industry (TAMI). Moreover, the machinery industry has seen nine consecutive months of growth since February 2025, due to a slight depreciation of the New Taiwan Dollar, and AI-driven demand for electronic and measurement equipment.
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic's thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.
Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C purchasing power, companies are turning to new business models and strategic alliances to sustain growth in the commercial market, seeking to offset the shortfall from shrinking consumer spending.
Samsung Electronics is seeking to increase in-house production of key robotics components, with an eye on enhancing its adaptability in the robotics market. Industry experts interpret this move as not just a cost-cutting measure but also as preparation for Samsung's entry into the customized robot business, as adaptability will be a key asset in tailoring each device to meet clients' specific needs.
As global demand for drones accelerates, Taiwan's optical component makers are racing to capture new opportunities in imaging payloads, an area where the island's lens and module expertise offers a competitive edge.
The 2025 Future Innovation Tech Expo, or FIX 2025, closed late last month after drawing more than 115,000 visitors to the EXCO convention center in Daegu. The event spotlighted South Korea's ambitions in artificial intelligence, robotics, and future mobility. South Korea's President Lee Jae-Myung made a surprise visit on the event's third day, energizing participants and underscoring his administration's push to make the country a global AI powerhouse.
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.
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.
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.
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.
E Ink Holdings and Wistron Medical Technology, together with industry partners, have introduced smart medical cross-domain solutions into newly opened primary care clinics. Traditionally focused on large hospitals, smart display technology is now reaching the community level, embedding digital healthcare directly into the frontline of everyday patient care.
RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter and 2.66% year-over-year. The company said it returned to profitability in the first three quarters of 2025, benefiting from traditional seasonal demand and a rebound in the US dollar exchange rate.
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.
Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements. The company recently validated its technology at Kia Motors' manufacturing site and is collaborating with Taiwan's Techman Robot Inc. to launch automation solutions that align with the growing trend of humanoid collaborative robots.
Acer Inc. has announced a leadership transition at its Pan-America operations headquarters, as current regional president Gregg Prendergast is set to retire at the end of 2025. Effective January 1, 2026, Chris Chiang and Germano Couy will take over as co-general managers, jointly overseeing operations across North and Latin America. Both will report directly to Chairman and CEO Jason Chen.
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than in the same period in 2024. Sequentially, revenue grew 9.4% to NT$3.316 billion (approx. US$107 million), although year-over-year it fell 2.6%. Gross margin stood at 47.2%, down 0.8pp from the previous quarter and 2.1pp compared to a year ago. Operating income reached NT$792 million, rising 6.5% sequentially but declining 14.6% annually.
Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years. Consolidated revenue for the first ten months climbed 45.1% to NT$2.835 billion, driven by robust demand for thermal imaging and IoT lenses.
Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.
Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the US. Japan aims to invest US$550 billion, South Korea US$350 billion, Malaysia US$70 billion, and Taiwan reportedly plans US$400 billion, though trade and diplomatic officials have not confirmed the latter figure.
As AI technology evolves, robots are evolving from single-task specialized products to general-purpose machines capable of handling tasks in logistics, manufacturing, and around the household. In the home care sector, LG Electronics expects AI humanoid robots to replace human domestic labor, ushering in the era of zero labor homes as early as 2030.
