Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic Times. Despite thinner profit margins compared with local players, firms such as DBG and BYD are ramping up production and rehiring staff to meet growing demand from Chinese smartphone brands, including Xiaomi, Oppo, and Vivo.

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.

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 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.

Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector's competitive edge stems from unique factors, they all share one crucial—and arguably most important—common denominator: the sustained, multi-generational commitment of the nation's social elites. This commitment is measured not in years, but in cycles of sixty years, known as a jiazi in the traditional Chinese calendar.

The global AI wave is driving a "golden decade" for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate its integration with advanced semiconductor sectors. This trend has not only exposed upstream capacity pressures but also intensified geopolitical risks, profoundly reshaping global PCB investment strategies.

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.

Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India's Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic components domestically. The new company, Dixon IT Devices Private Limited, will be majority-owned by Dixon (60%), with Inventec holding 40%. The jointly operated factory is scheduled for completion by the second quarter of 2026.

Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed device is finally nearing mass production.

Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion, he expects 2025 to once again be an excellent year. Yang shared that Quanta aims to become a collaborator in intelligent production systems.

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per month by 2027. This expansion highlights China's strategy to diversify its aircraft supply chain amid US export restrictions on Boeing parts, signaling strengthened Airbus-China cooperation during geopolitical tensions.

Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device eXperience (DX) head Roh Tae-moon is expected to be officially appointed to the position, and rumors suggest that personnel changes may also affect Device Solutions (DS) leader Jun Young-hyun. Since these divisions form the two main pillars of Samsung's core businesses, the potential reshuffling of these two leadership positions has drawn keen attention.

US tariffs have gradually become internalized as part of corporate order costs amid the ongoing tariff war, according to Ted Hsu, president of heavy electrical equipment maker Fortune Electric. Hsu further notes that operational disruptions will be minimal as tariffs are already factored into procurement budgets for new orders in the third quarter of 2025.

South Korea's vision of a sci-fi future is on full display as the 2025 Future Innovation Technology Expo (FIX 2025) kicked off in Daegu. Dubbed "Korea's CES," the massive four-day event features 585 companies across 2,000 booths, all showcasing breakthroughs in mobility, robotics, and artificial intelligence.

Yageo chairman Pierre Chen announced the successful acquisition of Japan's Shibaura Electronics and immediately traveled to Tokyo for a joint press conference with Shibaura president Akira Kasai, marking a new milestone in their partnership aimed at expanding presence in the Americas and Europe.

Malaysia has reaffirmed its readiness to collaborate with both China and the US to develop rare earth processing technologies, according to the Ministry of Investment, Trade and Industry (MITI). The government emphasized its invitation for China to join efforts in building rare earth processing capabilities amid growing global demand and supply concerns. Malaysia possesses significant rare earth resources but lacks the specialized expertise and technology to fully exploit them.

Apple has hit fresh roadblocks in its ambitious attempt to reinvent the iPad with a giant foldable display, according to multiple reports. The device, internally code-named J312, was originally targeted for a 2028 launch, but now, engineers and industry watchers believe it may not arrive until 2029, or possibly never.

US President Donald Trump is set to personally attend oral arguments on November 5, 2025, at the US Supreme Court regarding the legality of his administration's reciprocal tariffs—a rare move underscoring the critical importance of the case for his signature trade policies.

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.

As the global race in artificial intelligence (AI) accelerates, Taiwan continues to hold a clear edge in hardware manufacturing but faces starkly different challenges compared to Silicon Valley in developing its software and application startup ecosystem, according to venture capital experts.

As global competition between the US and China intensifies in humanoid robot development, Taiwanese manufacturers are accelerating efforts to catch up. Despite holding key component advantages, Taiwan still needs to strengthen system integration capabilities, especially in the final stage of robot carriers, according to industry experts.