Foxconn has officially rebranded its energy storage business in China as Fox EnerStor, marking a key milestone in its expansion across the new energy sector. The upgraded brand will debut on October 21, 2025, at the Zhengzhou Airport Economic Zone, where the company will unveil a suite of all-scenario energy storage system solutions designed for industrial and commercial applications.

Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board. The departures are scheduled for the company's annual stockholder meeting in January 2026.

The Taiwan Innotech Expo (TIE) opened on October 16, spotlighting over 1,000 innovative technologies with a strong focus on AI. The event continues the theme of major 2025 exhibitions by emphasizing Taiwan's critical role in the global technology value chain.

On October 9, 2025, China's Ministry of Commerce issued its No. 61 and No. 62 notices, expanding export controls on rare earths. The scope now extends from raw materials to equipment, technology, and assemblies containing rare earth elements. Additionally, the notices include extraterritorial application mechanisms.

LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1% year-over-year and surpassing market expectations. Despite reduced customer demand following the US removal of electric vehicle (EV) tax credits, LGES's expanding energy storage system (ESS) business successfully offset the impact.

The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy Agency (IEA), global data center electricity demand could double by 2030, while load growth from AI training and inference may far exceed current expectations.

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.

Memory module manufacturer Apacer Technology has, in recent years, been actively expanding into full-color cholesteric liquid crystal electronic paper (ChLCD ePaper). Recognizing that Japan has a strong demand for sustainable solutions, the company has joined forces with IRIS Optronics for CEATEC 2025 in Japan, showcasing the latest applications that combine low power consumption, reflective display, and outdoor visibility.

On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.

Sino-American Silicon Products (SAS) is demonstrating resilience in the semiconductor and renewable energy sectors through a series of strategic initiatives. Its subsidiary, GlobalWafers (GW), continues to respond proactively to the US market's urgent demand for local sourcing by advancing R&D in third-category semiconductor materials such as gallium nitride (GaN) and expanding renewable energy business lines, strengthening competitive advantages with diversified momentum.

Tatung's revenue momentum continued to strengthen in September 2025, sustaining the company's overall growth trajectory. The company benefited from strong performance in its electronics manufacturing business, particularly with new mini-PC products, as well as growing collaboration with international brands and industry peers. Robust ODM order shipments in its electronics manufacturing division, along with active deliveries from its power and renewable energy systems business in alignment with customer timelines, were key drivers supporting steady revenue growth.