Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless steel supplier Walsin Lihwa has reported that its stainless steel business revenue in the third quarter of 2025 fell 17% compared to the same period in 2024.

As AI computing demands rapidly increase, the number of GPUs in data centers continues to grow, driving electricity consumption up exponentially and making power usage effectiveness (PUE) a critical indicator for measuring data center energy efficiency. Currently, international regulations generally set 1.5 as the minimum threshold, with many countries moving toward stricter standards. Virginia even offers incentives for data centers achieving a PUE below 1.2.

The battery industry is emerging from a downturn, shifting from losses to profits. Experts say this turnaround is not solely due to renewed electric vehicle (EV) demand but is also driven by expanding non-automotive applications.

AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue to increase their AI investments by hundreds of billions or even trillions of US dollars annually, revenues have yet to rise proportionally. Experts recommend closely monitoring US CSP trends, as any reduction in procurement could directly impact Taiwan's tech exports.

Electronic components and solutions provider Sinbon Electronics has faced significant pressure on its growth momentum in 2025 amid global economic volatility and shifting US policies. The company's green energy business, including the solar power segment, has declined sharply, halting a 15-year streak of revenue growth. However, Sinbon chairman Joseph Wang said that with new product lines and AI industry applications ramping up production, Sinbon expects to return to positive growth in 2026. A wave of major orders starting in the fourth quarter of 2026 is set to drive even stronger expansion in 2027.

Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year; cumulative revenue from January to October 2025 reached NT$29.096 billion, down 5.1% year-over-year. Compared to the same period in 2024, shipments of high-wattage NB power supplies were delayed due to ongoing shortages of key semiconductor materials for some customers. As a result, the product mix leaned toward low-end traditional models, making overall revenue relatively conservative.

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM announcement, the Bureau of Industry Security, Import and Export Control plans to recruit at least five new staff members in 2026, the highest number since 2022. Despite the current US-China trade war truce, MOFCOM's rare earth control division continues its expansion.

Taiwan's overall scooter market reached 64,723 units in October 2025, up 1.65% from September's 63,670 units and a 1.15% increase compared to 63,981 units in October 2024. Market data shows Sanyang Motor (SYM) sold 28,091 scooters in October, securing the top spot with a 43.4% market share.

South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies.

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.