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Formosa Plastics Group pushed a partial restart at its Mailiao naphtha cracker into late October after engineers found wind-driven salt spray and conduit damage from a recent typhoon pass, keeping ethylene output tight for downstream PVC lines.
Formosa Plastics Group told regulators it will keep Mailiao’s No. 1 cracker offline until storm-damage surveys finish, squeezing ethylene supply for downstream plants in Yunlin.
Washington’s trade commission voted to investigate vertical power systems used in AI servers, listing Foxconn, Quanta, and Delta among 20 respondents as Taipei pledges help for Taiwanese firms.
Procurement officers at defense-adjacent suppliers said President Lai’s Double Ten roadmap for compute, photonics, and aerospace triggered a weekend rush of quote requests—not a signed order book yet.
September customs data show memory chips outpacing broader electronics as AI restocking and price spikes lift Taiwan’s export ledger.
Brokerage notes tied to October price letters show PCB laminates and passive components drawing fresh orders from automotive and consumer electronics lines, even as the broader TAIEX slipped on foreign selling.
