Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November 2025. The company is rapidly expanding its fleet to capture strong growth opportunities in AI-fueled undersea communication cable demand.

Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman Alex Chien said InventAI's launch is just the first step, with at least two more subsidiaries currently in preparation to accelerate the commercialization of technologies from in-house researchers and expand the industrial ecosystem.

Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with Qualcomm. This shift is largely due to Samsung's latest 2nm GAA process, which has finally demonstrated acceptable manufacturing results.

The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's AI glasses market is heating up fast, with Alibaba and Baidu ready to debut their own models within six months, marking the start of true industrialisation and a coming shake-up from brands to the supply chain.

Samsung Electronics will begin mass production of its next-generation mobile application processor (AP), the Exynos 2600, in November 2025, according to several South Korean media outlets. Reports indicate the Exynos 2600 is highly likely to be used in the upcoming Galaxy S26 series smartphones. Notably, the neural processing unit (NPU) performance of the Exynos 2600 is reportedly more than six times faster than Apple's A19 Pro.

Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution for Economic Research (CIER) recently revised Taiwan's 2025 GDP growth forecast upward to 5.45%, citing strong demand in semiconductors and AI driving investment and exports. However, this impressive growth has exposed a widening economic divide, with legislators arguing that gains are concentrated almost entirely in the electronics, AI, and memory sectors while traditional industries struggle to keep pace.

China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government subsidies for ICT terminal products, a wave of new device launches from major brands, and the boost from generative AI (GenAI) technologies, total smartphone shipments through July declined only slightly by 1.1% compared to 2024.

Homeplus Digital hit a record high in broadband subscriptions in the third quarter of 2025, largely driven by the addition of the international streaming brand Disney+, which significantly boosted broadband service applications during the quarter.

Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position by requiring all app transactions to go through its official App Store. The complaint also challenges Apple's mandatory in-app purchase (IAP) system, which imposes commissions of up to 30%, according to Reuters and Sina.

Chinese drone maker DJI had once dominated over 70% of the global consumer drone market and as much as 90% in the US. However, Taiwan's domestic drone makers in recent years have begun to shine in the dual-use (civilian and military) market. The industry's production value surpassed NT$5 billion (approx. US$163 million) in 2024 and is expected to exceed NT$10 billion in 2025.

LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD began placing orders for related equipment in the fourth quarter and is expected to start installing them in the first quarter of 2026.