Samsung expands EUV fleet to seize upcoming memory supercycle

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity.

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Huawei’s Taiwan wearable sales grow 50% in AI-powered comeback

On October 16, 2025, Huawei launched several new products in Taiwan, including the WATCH GT 6 Pro, GT 6, and FreeBuds SE 4 ANC. Yong Hai, general manager of Xunwei Technology, Huawei’s exclusive distributor in Taiwan, said that Huawei has continued to strengthen its investment in technological innovation and product research and development, achieving significant results in its all-scenario smart life strategy, which covers five major areas of daily living. Huawei plans to further expand its presence in Taiwan’s smart wearable market.

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Research insight: Nvidia’s push into ‘Physical AI’ signals a new era for autonomous vehicles

Since 2025, Nvidia has made “Physical AI” a recurring theme across keynotes and conferences, positioning it as a foundational pillar for the next phase of artificial intelligence. Among its most promising applications: autonomous vehicles. With the launch of its Cosmos platform, Nvidia is now translating its AI vision into real-world commercial deployment—starting with the automotive industry.

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Taiwan’s US$1.44 billion bid to become Asia-Pacific’s democratic drone hub

The Taiwanese government announced a major investment of NT$44.2 billion (US$1.36 billion) to develop a new fleet of advanced drones. The plan, unveiled on October 16, 2025, aims to produce 26 types of high-endurance drones designed for extreme conditions. Officials said the initiative is a core part of a strategy to bolster national defense and establish Taiwan as a key partner in a “democratic drone supply chain” for the Asia-Pacific region.

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Garmin expands Taiwan investment amid record 2Q25 revenue

Garmin’s second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company’s solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.

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U-Best targets defense market with bulletproof coating passing client validation

The Sun Yad Group, known for its subsidiary Myson Century, which aims to become Taiwan’s answer to DJI, also includes U-Best Innovative Technology, an upstream PU resin supplier that has developed bulletproof coatings. U-Best is actively expanding into defense and security materials and has recently completed customer validation for its bulletproof coating, which is primarily used in soft body armor. In addition, U-Best has begun mass production of a new generation of eco-friendly water-based treatment agents, which have already been adopted by major Taiwanese manufacturers.

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