Businesses are increasingly viewing AI as the key to future competitiveness amid the ongoing global AI boom, yet Cisco's third annual AI Readiness Index, released on October 15, 2025, has exposed a stark reality for Taiwan's tech sector.

The Taiwan Innotech Expo (TIE) highlighted the nation's accelerating momentum in AI and robotics, reflecting Taiwan's emergence as a serious player in the next wave of hard-tech innovation. With 2025 widely regarded as the dawn of the AI robotics era, global powers are ramping up investments in humanoid and task-specific robots, and Taiwan is making clear it won't be left out of the race.

Vivo has launched its X300 flagship series and the upgraded OriginOS 6 operating system, marking a milestone in research and innovation as the company enters its 30th anniversary in 2025. As the global smartphone market matures and demand growth slows, Vivo is reshaping its strategy—placing greater emphasis on ecosystem integration and AI development rather than hardware alone.

On October 16, 2025, Huawei launched several new products in Taiwan, including the WATCH GT 6 Pro, GT 6, and FreeBuds SE 4 ANC. Yong Hai, general manager of Xunwei Technology, Huawei's exclusive distributor in Taiwan, said that Huawei has continued to strengthen its investment in technological innovation and product research and development, achieving significant results in its all-scenario smart life strategy, which covers five major areas of daily living. Huawei plans to further expand its presence in Taiwan's smart wearable market.

The surge in AI computing power is reshaping the energy industry. From chips and servers to data centers and the grid, energy supply and distribution are evolving from a one-way model into a new architecture where computing and electricity operate synergistically.

Since 2025, Nvidia has made "Physical AI" a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.

Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.

Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company's solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.

Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On's 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.

Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.

At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.

The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027.

Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify.

As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.

As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics.

Apple CEO Tim Cook met with China's Minister of Commerce Wentao Wang on October 16, 2025, once again emphasizing that Apple will continue to deepen its presence in the Chinese market.

SenseTime has signed a strategic partnership with Cambricon Technologies to enhance software-hardware integration, boost chip compatibility, and advance the development of China's AI ecosystem.

AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers.

Alibaba Cloud, the cloud unit of Alibaba Group, has opened its second data center in the United Arab Emirates (UAE) — its first in nearly a decade — as the Chinese tech giant deepens its presence in one of the Middle East's fastest-growing digital markets.

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.

Mike Chen, Country Director of Google Cloud Taiwan, said Taiwan ranked first worldwide in Gemini Enterprise subscriptions in the third quarter of 2025. He noted that Google Cloud is going all-in on its AI agent platform to reclaim the AI leadership that OpenAI seized with ChatGPT.

TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to NT$1.21 trillion, already exceeding the full-year 2024 total of NT$1.17 trillion. However, Chairman C.C. Wei's demeanor marked a notable shift from previous years, emphasizing disciplined expansion amid strong AI demand.

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.