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.

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.

Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor, and a comprehensive AI execution plan. At the recent Intel Tech Tour (ITT) keynote, the company's new Chief AI and Technology Officer, Sachin Katti, announced that Intel will adopt an "annual update" cadence for its AI product lineup, marking a strategic shift toward faster iteration and innovation.

On October 15, 2025, Apple announced three major product launches — the upgraded Apple Vision Pro, a new 14-inch MacBook Pro, and the latest iPad Pro — each powered by the new M5 chip that promises breakthroughs in performance, AI capabilities, and energy efficiency. The announcements mark Apple's next big leap in spatial computing, professional performance, and tablet productivity.

As artificial intelligence (AI) workloads rapidly surpass the memory and software limits of PCs, workstations, and notebooks relied upon by millions of developers today, teams have had to shift their operations to cloud or edge data centers. Nvidia officially announced it has begun shipping the world's smallest AI supercomputer, the Nvidia DGX Spark. CEO Jensen Huang personally delivered the system to Elon Musk at SpaceX, demonstrating the close collaboration between the two parties.

Samsung Electronics is preparing to introduce its extended reality (XR) headset, reportedly named "Moohan," at an event on October 22, 2025. The new device highlights Samsung's collaboration with Google and Qualcomm on an AI-based Android XR platform, signaling the company's strategic push into the multimodal AI era.

Apple COO Sabih Khan made his first visit to China's supply chain on October 14, 2025, highlighting the company's efforts to advance sustainable manufacturing at key suppliers. The visit included stops at AAC Technologies Holdings and Lens Technology, underscoring Apple's ongoing commitment to achieving carbon neutrality.

On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.

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.

Ubiqconn Technology has reported an unaudited consolidated revenue of NT$133 million (approx. US$4.33 million) for September 2025, down 32% sequentially but up 20% year-over-year. The accumulated revenue for January to September 2025 reached NT$1.63 billion, marking a 6% increase over the same period last year, with overall operations remaining steady.

China's eight-day Golden Week holiday saw a record number of travelers hit the roads and rails, but the spending spree ended there. The hoped-for boom in consumer electronics never materialized, leaving retailers with sluggish sales and signaling that Chinese households are prioritizing experiences over goods amid a shaky economic recovery.

Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030. The company, which ranks as India's third-largest consumer notebook brand, is focusing on non-metro and Tier-III towns to tap into first-time PC buyers, while simultaneously strengthening its local manufacturing and product lineup in gaming and AI-driven notebooks, according to Money Control and Mint.

In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem.

Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including Quanta, Wistron, Mitac, Mitac Digital Technology, and Wiwynn all recorded impressive gains as investments in data center and enterprise AI hardware continue to expand.

Neural Processing Units (NPUs) are everywhere in consumer electronics now, from smartphones to robotic vacuums. But running AI applications effectively requires more than just NPUs—it demands coordination between CPUs, GPUs, and NPUs working together in what the industry calls heterogeneous computing.

Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand for artificial intelligence (AI) infrastructure.

IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous fiscal year, driven by product innovation, cost control, and strong consumer demand ahead of its planned public offering.

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed from touch panels into new businesses, is focusing its 2025 capital expenditures on emerging applications like AR/VR. It is joining forces with Micro LED start-up Porotech, combining GIS's optical engine key technologies along with Foxconn's mass production capacity to form upstream-downstream strategic integration. They have reportedly obtained cooperation in development with important US clients, and AI glasses could be released as early as the second half of 2026 to 2027.

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.

The sovereign wealth funds of Abu Dhabi, Norway, and Singapore, along with global money managers including BlackRock Inc. and Fidelity International Ltd., have reportedly joined the anchor share sale of LG Electronics Inc.'s Indian unit ahead of the start of bidding for its initial public offering (IPO).

Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain. Reports indicate that Alex Cho, president of HP's Personal Systems Group (PSG), will step down, with senior vice president Ketan Patel set to take over.

Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern is the new variables this move introduces. With potentially more than two x86 CPU suppliers and multiple generations of processors in play, future procurement and inventory management for PC brands will become significantly more complex.