Following an over 10% on-year growth in China's PCB revenues in the first half of 2025, CPCA Show Plus 2025, hosted by China Printed Circuit Association (CPCA), will be held from October 28-30 at the Shenzhen World Exhibition and Convention Center.

Amid growing speculation over Apple's deepening manufacturing push in India, Foxconn Interconnect Technology (FIT), a wholly owned subsidiary of the Taiwanese contract manufacturer, is preparing to significantly expand operations at its Hyderabad plant, according to people familiar with the matter cited by the Economic Times. The facility in Kongara Kalan, which began commercial production of Apple AirPods in April 2025, will reportedly double its output capacity and workforce over the next six to eight months.

Reliance Industries announced that its wholly owned subsidiary, Reliance Intelligence Ltd, has incorporated a new company, Reliance Enterprise Intelligence Ltd (REIL), as part of its strategic collaboration with Facebook Overseas Inc., a wholly owned subsidiary of Meta Platforms Inc. The incorporation took place on October 24, 2025, and forms a key step in advancing the joint venture (JV) between the two companies to develop enterprise-focused artificial intelligence (AI) solutions.

Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also reported sensing the trend toward localized supply chains.

To capitalize on the surging demand for artificial intelligence (AI) servers, Ablecom, a leading supplier of server chassis and cooling solutions, has commenced construction of its fourth-phase factory in the Supermicro Science and Technology Park in Taoyuan, northern Taiwan. The new facility will cover 79,339 square meters) and is set to become the largest building within the park, as well as Ablecom's largest production line in Taiwan, with completion targeted for the end of 2026.

Vietnam has grown significantly into a hotspot for companies from South Korea, China, Singapore, and Taiwan to set up factories. The escalation of US-China trade tensions has caused a rapid flood of Chinese companies to expand to Vietnam, drawing significant attention from South Korean businesses already established in the country.

The escalating US-China trade war has led to major shifts in the shipping industry. As part of rising tensions, China recently announced rare earth export controls, while the US threatened to impose additional high tariffs on Chinese goods, and both countries have also imposed reciprocal maritime port fees since October 14.

The global electronics industry faces dual challenges of supply chain restructuring and geopolitical risks. To help member companies expand internationally and reduce trade barrier risks, the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) has been actively promoting so-called overseas science parks since Young Liu, chairman of the Foxconn group, took over as TEEMA chairman.

Dixon's joint venture with Taiwan-based Inventec is expected to operate after April 2026, as the Indian EMS major reports surging sales thanks to handset manufacturing business.

Taiwan has introduced a NT$46 billion (US$1.5 billion) relief program to mitigate the impacts of US reciprocal tariffs. However, accounting for over 70% of Taiwan's exports, the ICT and electronics industries have relatively less need to apply for it. Based on projects that have applied or are expected to apply for the Ministry of Economic Affairs' (MOEA) investment incentives, cumulative investment by 2027 is projected to exceed NT$3.6 trillion.