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.

LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing new growth opportunities through innovation and expansion.

Between 2014 and 2023, Google launched its smart glasses, Google Glass, which was once seen as a technological innovation with strong potential in both the enterprise and consumer markets. However, limited by the hardware and software capabilities of the time, along with its distinctive appearance and limited functionality, the product struggled to gain market acceptance and was eventually discontinued.

SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition.

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted to soften slightly as manufacturers brace for a challenging 2026 while anticipating a potential rebound driven by AI-enabled PCs.

Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects the gradual benefits of its diversified portfolio in acoustics and medical products.

Smartwatch and wearable maker Garmin is set to establish its first factory in Southeast Asia, located in Thailand, to produce smartwatches and other electronic products.

Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange valuation losses. The company acknowledged that its performance in the first half of 2025 fell short of expectations but expects shipments to improve quarter-over-quarter through the third quarter and fourth quarter.

Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship. Nonetheless, Washington's stringent technology sanctions and containment policies toward Beijing remain firmly in place. Consequently, Taiwanese firms operating between the two powers must navigate carefully to avoid falling under US extraterritorial jurisdiction.

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

Asia Optical announced its third-quarter 2025 financial results, reporting consolidated revenue of NT$7.15 billion (US$232.35 million), up 4% from the previous quarter and 5% year-over-year. Gross profit rose 14% quarter-over-quarter and 7% year-over-year to NT$1.57 billion, driven by sustained revenue growth that boosted gross margin. Operating income hit a new high for the period at NT$878 million, increasing 30% from the previous quarter and 16% year-over-year. Net profit attributable to the owners of the company reached NT$520 million.

Production disruptions at Dutch power device maker Nexperia have drawn speculation about a supply chain shift where Taiwan-based makers may benefit. But Advanced Power Electronics (APEC) president CS Chang said it would be difficult for Taiwanese makers to penetrate Nexperia's automotive customer base.

Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the impact of the upcoming Lunar New Year holiday, according to Chairman Dr. ZC Chen during the company's latest earnings call.

The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the "physical limit" for AI development.

Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year.

Samsung Electronics posted strong overall results for the third quarter of 2025, driven primarily by its semiconductor and mobile businesses. However, the home appliance and TV divisions showed weaker performance, with profits estimated at a mere KRW300 billion (US$209 million). To break through this slump, Samsung's Device eXperience (DX) division acting head Tae-moon Roh is aiming to replicate the mobile segment's successful AI and hyperconnectivity strategies in home appliances and TVs.

Samsung Electronics saw strong results from its mobile division for the third quarter of 2025, driven by robust sales of its new foldable models, the Galaxy Z Fold7 and Flip7. The Mobile eXperience (MX) and Network (NW) business units reported operating profit growth of nearly 30% year-over-year.

Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung Pan making his first public appearance to outline the company's dual focus on growth and sustainability following a 2024-2025 strategy review.