Toyota launches new bZ4X in Taiwan; Hotai Motor forecasts 40,000 BEV registrations in 2025

Hotai Motor, the Taiwanese distributor for Toyota, held a launch event for the newly redesigned bZ4X all-electric SUV on October 27, 2025, which features a maximum range of 743 kilometers and peak power output of 227 PS, with upgrades tailored to the pure electric driving experience sought by consumers in Taiwan. As the market for battery electric vehicles (BEV) in Taiwan continues to grow, Hotai projects registrations to reach as high as 40,000 vehicles in 2026.

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Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26

Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC), and automotive chips through its ATC active temperature control systems, sorting machines, and high-parallel testing solutions. The company is expanding production capacity to meet growing demand from North American AI customers.

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Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus

Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed major US hyperscaler. The deal aims to add 200 MW of computing power at the company’s Polaris Forge 2 campus in North Dakota, increasing its total leased capacity at both Polaris Forge 1 and Polaris Forge 2 to 600 MW.

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India shifts electronics focus from assembly to component manufacturing

India’s electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India’s position in the global supply chain.

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UMT sees satellite order visibility improve, 4Q25 gross margin targets record high

High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484 million (US$15.7 million) in revenue for the quarter and a net income of NT$88 million. The consolidated revenue for the first three quarters totaled NT$1.62 billion. Overall revenue has shown a steady month-by-month increase, indicating that the company has recovered from the early-quarter revenue dip caused by delayed shipments due to customer testing.

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Foxconn-backed Smart Mobility showcases homegrown EV charging management system at Riyadh Auto Show

Smart Mobility, a joint venture between Foxconn’s Foxconn Interconnect Technology (FIT) and Saudi Arabia’s Saleh Suleiman Alrajhi & Sons, recently unveiled its self-developed Charging Point Management System (CPMS) at the EV Auto Show Riyadh 2025. The system attracted significant attention at the exhibition, highlighting the company’s ambition to advance regional EV infrastructure.

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Cadence reports strong 3Q25 results as AI and HPC demand fuel growth

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.

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