China’s market regulation agency investigates Qualcomm after Anti-Monopoly Law violation

On October 10, 2025, China’s State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China’s Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities.

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Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Taiwan’s top two panel makers have reported their revenues for the third quarter of 2025, with AU Optronics (AUO) and Innolux seeing quarter-on-quarter increases of 1% and 2.82% respectively. In contrast to forecasts predicting lackluster performance during the traditional third-quarter peak season, both companies ended with modest growth over the previous quarter, buoyed mostly by rush orders and stable panel prices.

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Philippine energy transition sparks surge in Taiwan supply chain opportunities

The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market.

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Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million), up 51% sequentially but down 7% annually. Net profit after tax rose 6.79% year-over-year to NT$7.08 billion, while gross margin declined to 47.2% due to an increase in outsourced components and foreign exchange impacts.

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