The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand for AI technology applications, peak-season restocking of new consumer electronics, and notable narrowing of the New Taiwan dollar's year-over-year appreciation against the US dollar compared to the previous month supported improvements in both demand and pricing indicators for the semiconductor industry. As a result, the industry's signal changed from a yellow-blue light to a green light, indicating steady conditions.

Taiwan-based passive components manufacturer Yageo Corporation has completed its public tender offer for power management IC (PMIC) design firm Anpec Electronics. On October 1, 2025, Yageo announced that it had officially incorporated Anpec into its group, after acquiring a significant number of shares in the tender offer.

Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory Technologies (CXMT). The Seoul Central District Prosecutors' Office estimates the breach caused Samsung revenue losses of approximately KRW5 trillion (US$3.56 billion) in 2024 alone. The accused now occupy key research and development positions at CXMT.

With progress in visa negotiations between the South Korean and the US governments, LG Energy Solution (LGES) is poised to accelerate construction and operations at its US factory.

Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation HDD technology and production processes. The move aims to enhance HDD performance while expanding research collaborations and talent recruitment, reflecting Japan's continued strategic importance to WD's operations.

Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced manufacturing still depends on Taiwan's supply chain.

Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She will oversee the company's board of directors and executive committee during this period, continuing the practice of six-month leadership rotations.

The Trump administration's investigation into semiconductor imports has unleashed deep uncertainty across the global tech industry—and the fallout may hit American companies the hardest, instead of their Taiwanese counterparts.

Arm announced on October 1 that Michael H. Wong has been appointed as the new president of Arm Taiwan, effective immediately. Wong will lead the Taiwan sales team to deepen collaboration with the local tech industry and support AI innovation in Taiwan's semiconductor sector.

Egis Technology Group's silicon intellectual property (IP) vendor InPsytech announced on October 1 that it has appointed industry veteran David Hsu—Arm's former FAE director—as its new chief operating officer. The company also named former Openedges Technology vice president Kyle Weng as its deputy general manager.

The US government is reportedly weighing a policy that would require companies to manufacture and import semiconductor chips in the US on a 1:1 ratio, with additional tariffs imposed on those failing to meet the standard. Malaysia's Ministry of Investment, Trade and Industry (MITI) and the US-ASEAN Business Council have voiced serious apprehensions about how this policy could affect bilateral trade and the broader semiconductor supply chain.