IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous fiscal year, driven by product innovation, cost control, and strong consumer demand ahead of its planned public offering.

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed from touch panels into new businesses, is focusing its 2025 capital expenditures on emerging applications like AR/VR. It is joining forces with Micro LED start-up Porotech, combining GIS's optical engine key technologies along with Foxconn's mass production capacity to form upstream-downstream strategic integration. They have reportedly obtained cooperation in development with important US clients, and AI glasses could be released as early as the second half of 2026 to 2027.

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.

The sovereign wealth funds of Abu Dhabi, Norway, and Singapore, along with global money managers including BlackRock Inc. and Fidelity International Ltd., have reportedly joined the anchor share sale of LG Electronics Inc.'s Indian unit ahead of the start of bidding for its initial public offering (IPO).

Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain. Reports indicate that Alex Cho, president of HP's Personal Systems Group (PSG), will step down, with senior vice president Ketan Patel set to take over.

Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern is the new variables this move introduces. With potentially more than two x86 CPU suppliers and multiple generations of processors in play, future procurement and inventory management for PC brands will become significantly more complex.

Apple is shelving a significant redesign of its Vision Pro headset to fast-track the development of smart glasses, a move aimed at competing with Meta's expanding Ray-Ban AI eyewear product line, Bloomberg reported.

The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming hardware and content companies were prominently present, with top executives leading efforts to secure cross-border partnerships.

Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She will oversee the company's board of directors and executive committee during this period, continuing the practice of six-month leadership rotations.

Amid tariff pressures and inflation, overall consumer market purchasing power has softened. However, LG Electronics continues to see strong shipments across multiple product lines, including small appliances and washing machines in 2025, delivering double-digit revenue growth in Taiwan.

Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.

LG Electronics Inc.'s Indian unit is preparing to launch its long-awaited initial public offering on October 7, 2025, targeting a valuation of up to INR774 billion (US$8.7 billion), Bloomberg reported, citing people familiar with the matter.

Apple has built an internal ChatGPT-like iPhone app to help test and prepare for a major overhaul of its voice assistant, Siri, Bloomberg reported. The app, code-named Veritas, is designed for internal use and is not planned for consumer release. It allows Apple employees to evaluate new Siri features, including searching personal data such as emails and songs, performing in-app actions, and testing extended conversational interactions.

Qualcomm is set to officially launch its new PC chip series, Snapdragon X2 Elite, in 2025. To offer customers higher performance options, Qualcomm has developed the Snapdragon X2 Elite Extreme, which not only boosts the CPU's maximum core frequency to an ultra-high 5GHz but also increases the NPU's computing power to 80TOPS. With this level of processing capability, the chip can reliably run various types of AI applications at the edge.

At the opening keynote of the Snapdragon Summit 2025, Don McGuire, Senior Vice President and Chief Marketing Officer of Qualcomm, presented the company's latest branding achievements, emphasizing how its marketing transformation is now central to its AI PC ambitions.

Driven by the global AI boom, the Southern Taiwan Science Park (STSP) surpassed the NT$1 trillion revenue mark in the first half of 2025. The total operating revenue reached NT$1.38 trillion (US$45.54 billion) in the first half, representing a significant year-over-year growth of 48.78% compared to the same period in 2024.

Asustek Computer's collaboration with Microsoft to launch the "ROG Xbox Ally" handheld game console series in October was a major highlight at the Tokyo Game Show 2025 (September 25-28). The partnership underscores both companies' ambitious push to strengthen their presence in the rapidly expanding global handheld game console market.

Hopes for a strong PC market recovery in 2025 are fading fast. While the market had predicted a surge in sales driven by the end of Windows 10 support and the arrival of new AI-enabled PCs, the momentum has been undercut by high prices, limited applications for the new technology, and tough economic conditions. The imposition of new tariffs by US President Donald Trump and persistent inflation are key factors dampening consumer and business spending.

Qualcomm officially launched its newest flagship platforms for smartphones and PCs on September 24. The company introduced the Snapdragon 8 Elite Gen 5 as its latest smartphone platform, alongside a preview of an upcoming upper mid-range Snapdragon 8 Gen 5 chip.

Escalating tariffs, high inflation, and a shift in supply chains to the US are driving up manufacturing costs, leaving little room for prices on consumer electronics and business technology to come down.

As supply chains reorganize and markets expand, Southeast Asia has emerged as a strategic region that Taiwanese industries cannot afford to overlook. At the recent Taiwan Expo in the Philippines, Filipino buyers shared their thoughts with DIGITIMES. The general consensus among them is that the quality and pricing of Taiwanese products are the primary factors attracting their interest. However, establishing strong brand recognition in the international market continues to be a significant challenge for Taiwanese manufacturers.

Inventec Besta, a subsidiary of Inventec, maintains a cautiously optimistic outlook for its AI server distribution business. The company's general manager, Wei Cheng Li, pointed out that AI requires practical application to drive more sales momentum.

Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo's hopes for sequential quarterly growth with its blue ocean strategy. According to the company, third-quarter shipments are expected to surpass second-quarter levels, due to stable demand in Europe and Japan, and easing tensions between the US and China. These conditions represent new opportunities for Clevo, which operates the Buynow computer and IT malls in China.

India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts, notes Canalys analysis.