China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.

Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29% year over year, driven by the continued AI boom and peak season for smartphone shipments. The company's cumulative revenue for January to October 2025 reached NT$6.39 trillion, marking a 15.55% increase compared to the NT$5.53 trillion in the same period of 2024.

Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware's popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released.

Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter. The company anticipates that fourth-quarter notebook shipments will align with first-quarter levels, while full-year shipments are expected to grow between 3% and 5%. Meanwhile, the server business is projected to sustain double-digit growth throughout the year.

Apple Inc. is gearing up to enter the low-cost laptop market for the first time, developing a budget Mac designed to compete with Chromebooks and entry-level Windows PCs. Targeted at students, small businesses, and casual users who mostly browse the web, work on documents, or edit light media, the new model could also attract iPad buyers seeking a full laptop experience.

Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026.

Apple is reportedly integrating Google's Gemini extensively into its new Siri, while running all computations on Apple's private cloud compute (PCC) servers to ensure data privacy and security.

Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive further growth beyond Apple's strong sales.

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.

Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first quarter. The iPhone 17 series may become one of the best-selling models in years, so Apple may be prompted to accelerate its supply chain to meet demand.

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted to soften slightly as manufacturers brace for a challenging 2026 while anticipating a potential rebound driven by AI-enabled PCs.

Smartwatch and wearable maker Garmin is set to establish its first factory in Southeast Asia, located in Thailand, to produce smartwatches and other electronic products.

The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum error correction (QEC) technology. This shift was a focal theme of Nvidia CEO Jensen Huang's keynote at the recent GTC conference in Washington.

Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The company said the browser aims to deliver a more personalized and connected user experience, with plans to evolve into an AI-powered browser in future updates.

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan's manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

Apple reported record iPhone revenue in its fiscal fourth quarter of 2024, achieving strong growth across iPhone, Mac, and Services segments despite ongoing supply shortages and rising component costs. Executives emphasized disciplined cost management and broad-based demand resilience amid inflationary and logistical headwinds.

Apple CEO Tim Cook reiterated that the company's US$600 billion US investment plan over the next four years. The investment, which will focus on advanced manufacturing, silicon engineering, and artificial intelligence (AI), underscores Apple's broader goal of strengthening its US presence and technological leadership.

Apple remains confident about its growth prospects in China even as tariff-related costs continue to rise. CEO Tim Cook described the Chinese market as "incredibly vibrant and dynamic," signaling renewed optimism after a soft September quarter.

Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand for iPhones and Macs despite weakness in Greater China.

Meta Platforms has projected a year-over-year decline in fourth-quarter revenue for its Reality Labs division, attributing the decrease primarily to the timing of product launches and sales recognition. The company expects lower sales of Quest headsets to outweigh continued growth in its artificial intelligence glasses segment.

To accelerate AI adoption across industries, the IPO Forum is partnering with multinational companies and local supply chains to launch a "Trusted AI Accelerator" platform in Taiwan. Terence Liao, general manager of Dell Taiwan, who serves as IPO Forum chairman, emphasized that since the emergence of generative AI, the industry has undergone extensive trial and error over the past two years, making 2025 a critical turning point. Liao expressed hope that the accelerator platform will leverage the strength of major players to empower smaller enterprises and enhance the resilience of Taiwan's industrial ecosystem.

US electronic design automation (EDA) software company Cadence Design Systems posted third-quarter 2025 revenue of US$1.34 billion, up 10% from a year earlier and slightly above analysts' consensus estimate of US$1.32 billion. The results underscore how surging demand for AI and high-performance computing (HPC) continues to drive the company's core business.

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.