The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls and soybean trade barriers. It remains uncertain whether Trump will come up with other threats when dealing with China. But for Taiwan, the speculation about the US sacrificing the island nation in return for better ties with China has not materialized. Neither has the US taken concrete steps to impose semiconductor tariffs under Section 232 of the Trade Expansion Act. Taiwan’s manufacturing sector may gain momentum over the next two months if geopolitical and economic conditions remain stable.

11月3日消息，根据TrendForce集邦咨询最新调查，2025年第三季全球电视出货量仅约4,975万台，季增6%、年减 4.9%，为历年同期首度跌破5,000万台。

10月30日，路维光电（688401.SH）发布2025年第三季度报告。前三季度，公司实现营业收入8.27亿元，同比增长37.25%；归属于上市公司股东的净利润1.72亿元，同比增长41.88%。