TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings call, Chairman C.C. Wei also announced a significant expansion of the company’s Arizona operations after securing a second large plot of land to accelerate its US growth.

At the opening of the 2025 Taipei Innovative Textile Application Show (TITAS) on October 14, Tong-sheng Wu, chairman of Shinkong Synthetic Fibers Corporation (SSFC)—a subsidiary of Shinkong Group—addressed the industry’s ongoing challenges, from global tariffs to China’s low-price dumping. Despite this, he maintained an optimistic outlook, remarking, “Business is always tough, but there are always opportunities.”

Taiwanese firms have achieved stellar results in the electronic components and AI server sectors, but a concern has been whether these industries are keen on supporting and investing in local startups. A government-commissioned survey by the Taiwan Institute of Economic Research (TIER) has shown that policy support remains crucial for sustaining Taiwan’s startup investment momentum, while challenges remain in expanding startups’ international reach and market entry capabilities. However, traditional electronics contract manufacturers have notably increased their investments in startups.

Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs) rose about 40% quarter-over-quarter in the third quarter, with strong confidence in continued price increases and operational growth in the fourth quarter. Although price hikes vary across product lines, maintaining first-quarter 2026 pricing would be ideal. Recently, customers have also requested annual long-term contracts for DDR4, signaling the industry’s recovery from its trough to a healthy level.