China smartphone market, 3Q 2025
Smartphone shipments in the Chinese market reached 66.6 million units in the third quarter of 2025, and are projected to grow 15.4% quarter-on-quarter in the fourth quarter.
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Taiwan’s machinery industry sees 9 straight months of export growth thanks to AI, but machine tool exports halve
Machinery exports in October 2025 grew by 11.8% year-over-year to US$2.658 billion, while cumulative exports from January to October 2025 totaled US$25.917 billion, up 7.3% year-over-year, according to the latest report from the Taiwan Association of Machinery Industry (TAMI). Moreover, the machinery industry has seen nine consecutive months of growth since February 2025, due to a slight depreciation of the New Taiwan Dollar, and AI-driven demand for electronic and measurement equipment.
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Behind TSMC’s October record: Why a lower YoY rate doesn’t signal weakness
While TSMC’s October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.
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Powerlogic eyes strong 4Q25 growth on robust GPU demand
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia’s 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic’s thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.
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Stan Shih encourages entrepreneurial families for lasting legacy
Acer founder Stan Shih has been awarded the third K.T. Li Award. Shih said that when he first started his business, he wasn’t thinking about making money; he only wanted to create value. Since then, the Acer Group ecosystem has expanded to include Acer, Wistron, BenQ, and AUO; each bringing its own successes.
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Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall
Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating the average estimate of JPY1.423 trillion from 22 analysts. Bloomberg and Nikkei attributed the upward revision to stronger semiconductor and music earnings and lower tariff-related costs.
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Apogee reports third-quarter profit in 2025 as US broadband program gains momentum
Optical communication filter manufacturer Apogee announced a significant turnaround in its financial performance for the third quarter of 2025, reporting a net profit after tax attributable to parent company owners of NT$27 million (approx. US$871,000), its first positive quarterly result since 2023. Consolidated revenue for the quarter reached NT$135 million, reflecting a 79.05% increase compared to the same period in 2024, driven by improved inventory management and an enhanced gross margin structure.
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Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant
Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless steel supplier Walsin Lihwa has reported that its stainless steel business revenue in the third quarter of 2025 fell 17% compared to the same period in 2024.
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Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025’s first quarter, announcing record results this week alongside a media event in Taiwan outlining its annual development, future technology outlook, and local expansion strategy.
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Google’s ‘Project Suncatcher’ aims to build the first AI cluster in space
“Project Suncatcher” aims to build an orbital network of AI processors — but the dream of data centers in space remains years away.