Huawei's HarmonyOS is encountering significant hurdles in its path to successful commercialization. However, since its launch, Huawei has integrated the digital yuan into HarmonyOS, reflecting a departure from traditional commercialization strategies.

With the global recovery of tourism and theme park industries post-pandemic, demand for amusement equipment is surging, boosting business for leading simulation technology provider Brogent Technologies. The company is making strategic moves to seize these opportunities by expanding its operations and constructing a new facility at the Southern Taiwan Science Park's Qiaotou branch.

Meta's XR division, Reality Labs, remains unprofitable despite revenue growth, with Quest 3 sales driving a 30% increase in the first quarter and 28% in the second quarter of 2024 over 2023. These gains were offset by high operating expenses, leading to a US$4.5 billion loss in the second quarter alone.

Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading to a more conservative revenue outlook. However, the impact of inventory provisions is expected to continue diminishing.

Taiwan's power supply provider, Chicony Power Technology, anticipates that its 2025 performance will likely surpass that of 2024, supported by multiple growth drivers. Key areas contributing to this momentum include high-wattage notebook power supplies, satellite and communication power supplies, server power supplies, and intelligent platform solutions aligned with net-zero carbon initiatives.

Leading touch controller chip firm Elan Microelectronics posted strong results in both revenue and profit for the traditional third-quarter peak season. Although the fourth quarter may see a slight drop in revenue as the industry enters its usual off-peak period, the company expects gross margin to remain at a relatively high level. Going into 2025, Elan anticipates robust notebook-related demand to drive higher growth than in the previous two years, with new products entering the market boosting profits as well.

Despite numerous rumors and stories circulating that Apple is developing an affordable mixed reality (MR) device priced around US$2,000, with a potential release as early as 2026, recent news suggests that this affordable MR device may be launched later than expected. In contrast, the high-end second-generation Vision Pro 2 could debut ahead of schedule in 2025.

Samsung Electro-Mechanics Co. (Semco) began mass-producing silicon capacitors for global semiconductor firms in the fourth quarter of 2024, with plans to ramp up supply diversification both domestically and internationally by 2025. These silicon capacitors, critical for high-performance semiconductor substrates used in AI and other advanced applications, are poised to become a core growth area for the company.

Display driver IC (DDI) specialist Ilitek is poised to re-enter the capital market in late November as ITH Corporation. Ahead of ITH's upcoming listing on the stock market, chairman Wayne Liang highlights the company's eight-year consolidation period that has strengthened its technical and business capabilities. These efforts have yielded results, with the company securing top-three positions in both the smartphone touch DDI market and the handset OLED DDI market in China.

LG Electronics' strategic transformation efforts are paying off, as evidenced by its record-breaking third quarter 2024 performance, driven by three core pillars: operational efficiency, business innovation, and a segmented marketing approach.

LG Electronics is following Samsung's lead in pursuing the lucrative medical technology field as a key future revenue source. The company plans to develop its medical technology business, particularly through medical monitors, through substantial investments and a distinct, high-quality product approach.

EMC, a leading manufacturer of environmentally friendly high-grade copper clad laminates (CCL), has announced its financial results for the third quarter of 2024. The company reported a revenue of NT$17.46 billion (approx. US$546.05 million) and a net profit after tax of NT$2.51 billion, achieving a record high for quarterly operational performance.

"AI will continue to drive growth for the company in 2025", says Ping Cheng, the chairman and CEO of leading power supply specialist Delta Electronics. His optimism followed the generative AI wave bringing stellar opportunities for Taiwan's ICT industry in 2024. In addition, Delta expects 10% growth next year in its electric vehicle (EV) business, which will offset sluggish performance in the industrial automation and building automation businesses.

DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips.

DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves in the liquid cooling sector, primarily due to the more stringent cooling requirements brought about by high-performance computing and AI servers. Liquid cooling technology, with its superior heat dissipation performance, assists servers in maintaining stable operational efficiency, according to the latest report covering server liquid-cooling solutions.

Arm has stated that it is adequately prepared for the court hearing scheduled for December, as the dispute between Qualcomm and Arm continues to develop. In response, Qualcomm maintains that Arm's assertion to terminate the contract is wholly unfounded. Both companies have adopted a firm stance and have not demonstrated any indications of reconciliation.

Apple Inc., heralding a "new era" for its devices, started rolling out its first set of Apple Intelligence features and introduced a new 24-inch iMac desktop with an AI-focused M4 processor.

Simula Technology, a subsidiary of Qisda Group, is working to grow the proportion of its Made in Taiwan (MIT) products due to tariffs and clients' demands in the fourth quarter, after seeing revenue growth in the third quarter, and is optimistic about prospects in 2025, according to company president JY Hu.

The surge in Chinese military exercises near Taiwan underscores an urgent need to fortify the island's infrastructure, as the risk of gray-zone tactics escalating into a full-scale blockade grows. Taiwan's three main science parks, critical to its tech industry, are now central to defense strategies. In response, the National Science and Technology Council (NSTC) has launched measures to counter potential threats, protect manufacturers, and ensure continuity within these crucial hubs.

Despite not announcing any new PC chips at this year's Snapdragon Summit, Qualcomm addressed performance claims made by Intel and AMD while sharing specifications for upcoming developments. The chip maker drew particular attention to an often-overlooked metric: chip performance under "unplugged" conditions.

Meta Platforms Inc. is losing third-party augmented reality developers to rival Snap Inc. following the social media giant's unexpected decision to shutter its AR studio.

Arm has reportedly notified Qualcomm of its intention to terminate the current licensing agreement after a 60-day period. While Arm has not responded to this development, Qualcomm, which is in the midst of the Snapdragon Summit, issued a robust response.

Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed data centers. The company achieved positive operating profit and net profit after tax for the quarter. The company's main US-based SiPh customers have been deploying 800G SiPh products in general data centers, with an expected life cycle of two years. Additionally, with 1.6T products entering mass production from the fourth quarter of 2024 to the first quarter of 2025, the company expects strong performance from its data center-related business in the near future.

Taiwanese manufacturers returning from China to invest domestically amid the US-China tech and trade rivalry are encountering mounting pressure to relocate overseas. Industry observers point to electricity and labor shortages, alongside soaring land prices, as major obstacles.

A new iPad lineup wasn't the only thing on Tim Cook's mind when he introduced the tablets from Apple Inc.'s California headquarters in May. The hint was on his feet: a pair of one-of-a-kind sneakers designed on an iPad just for Cook, by Nike Inc.