Dixon’s joint venture with Taiwan-based Inventec is expected to operate after April 2026, as the Indian EMS major reports surging sales thanks to handset manufacturing business.
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23. Chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou emphasized that despite the challenges and changes in 2025, Taiwan’s semiconductor industry continues to demonstrate strong resilience, adding that Taiwan’s manufacturing sector remains a global leader, while its IC design output holds steady as the world’s second largest.
Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity and environmental monitoring standards for data centers and AI servers.
Huawei Cloud CEO Zhang Ping’an and several top executives were recently demoted and had their salaries reduced, officially due to “performance falsification.” The punishment, however, reflects a broader shift in the AI era: the inseparable link between large models, AI applications, and AI infrastructure. ByteDance’s Volcengine has emerged as a key disruptor representing this integrated vision in China’s cloud ecosystem.
After a three-year hiatus, LINE Taiwan held LINE CONVERGE 2025 on October 22 to outline upcoming operational priorities and outlook. With all industries slowly adopting AI, AI agents are anticipated to be the next major focus following generative AI. LINE, with 22 million users in Taiwan, has the potential to leverage its ecosystem to secure a spot in the AI agent market.
High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China’s CXMT has reportedly delivered 16nm HBM3 samples to Huawei and its partners, a prelude to large-scale manufacturing slated for the same year.
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation. The “compression” of time refers to AI and digital transformation, while the “accumulation” of time refers to differentiated technology and patents.
Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector’s competitive edge stems from unique factors, they all share one crucial—and arguably most important—common denominator: the sustained, multi-generational commitment of the nation’s social elites. This commitment is measured not in years, but in cycles of sixty years, known as a jiazi in the traditional Chinese calendar.
Amazon’s low-Earth-orbit satellite network, Project Kuiper, may soon land in Taiwan, where competition among local telecom operators is intensifying. Reports suggest Far EasTone Telecom holds an early advantage because it controls 28 GHz spectrum bands compatible with Kuiper’s technology.