Lianyou Metals, a rare metal recycling and smelting company, expects steady growth in sodium tungstate and battery-grade cobalt sulfate shipments in the second half of 2025 as international customers increasingly adopt recycled materials to meet ESG requirements.

PC sales momentum is weak, but the peripheral market is bucking the trend, with Logitech recording strong growth from China's 618 shopping festival, according to Aries Sze, who oversees the company's business in Taiwan and Hong Kong, as well as its channel strategy in the Chinese market.

Industries worldwide have been dealing with a surge in litigation risk from non-practicing entities (NPEs), commonly known as "patent trolls." To help Taiwanese players defend against NPE threats, Taiwan's Industrial Technology Research Institute (ITRI), together with the Chinese National Federation of Industries (CNFI), Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), and IPIC have established the License on Transfer (LOT) Industry Alliance, with support from Taiwan Semiconductor Manufacturing (TSMC), ASE Technology Holding, Powertech Technology (PTI), Siliconware Precision Industries (SPIL), Vanguard International Semiconductor, Giga-Byte Technology, Arcadyan Technology, Micro-Star International (MSI), Advanced Echem Materials (AEMC), and Unimicron.

Ability Enterprise Co., a leading provider of optical components and system integration in Taiwan, held its annual general meeting on June 25, 2025, and announced a new board lineup. The newly appointed directors are Chang Hsiao-chi, Tong Chun-jen, Tong Chun-yi, Hu Shiang-chi, and Chiang Shu-chen, with Chen Chien-hung, Huang Chih-chen, Chao Hsiao-wei, and Huang Kuo-lun named as independent directors.

Beijing has strongly condemned Taiwan's recent decision to blacklist Chinese companies, including Huawei Technologies Co. and Semiconductor Manufacturing International Corp. (SMIC), vowing to take "forceful measures" in response to what it calls "technological blockades".

Taiwan's semiconductor companies are expanding their presence in the worldwide fan motor driver integrated circuit market as foreign competitors retreat. Beyond established player Weltrend Semiconductor, power management specialists Global Mixed-mode Technology and Anpec Electronics are making significant inroads.

HEC Compuse Enterprise has gained full control of Poyun after its Hong Kong subsidiary, Honch Electronic, acquired all issued convertible bonds of Amber Investment Partners Limited (AIP), completing the earlier purchase of AIP's ordinary shares. The US$150 million deal was approved by HEC Compuse's board on June 23.

Amid intensifying competition in the consumer electronics market, more companies are shifting focus to high-profit sectors such as industrial and commercial applications for growth breakthroughs. Foxlink has actively sought new growth drivers in recent years by investing in high-margin industries, achieving initial success in both industrial and commercial markets. Although revenue contributions remain limited in the short term, these efforts help optimize the overall product portfolio structure.

Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion mark, according to the latest figures disclosed by the Ministry of Economic Affairs (MOEA). Export orders in May 2025 arrived at US$57.93 billion, increasing 18.5% year on year.

Ability Opto-Electronics Technology (AOET) held its annual shareholder meeting on June 20, led by Chairman Victor Kao. He voiced cautious optimism for the second half of 2025, citing historical trends of stronger second-half performance and the company's goal of exceeding 2024 results. Still, he acknowledged ongoing macroeconomic challenges dragging on global demand.

Pershing Technology Services Corporation (PTSC) will debut on the OTC market on June 26 in the digital cloud sector, marking a significant milestone for the company founded over 40 years ago. This listing highlights its strong partnership with IBM, showcasing their enduring collaboration.

Rising tensions between Israel and Iran have drawn global focus back to the modernization of defense communications and radar systems. This shift is driving sustained demand for military-grade power amplifiers (PAs), positioning Taiwan-based suppliers like Transcom as critical contributors to high-frequency defense applications. Transcom has experienced consistent growth in orders from Israeli clients over the past two years.

Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced and technically difficult Xuanwu droplet hinge serving as a key operational highlight. Traditional notebook hinge orders from American and Chinese brand customers will also continue to contribute steadily to the company.

Japanese electronics components giant TDK has announced the acquisition of SoftEye, a US-based smart glasses hardware and software developer, in a strategic push to diversify into artificial intelligence (AI)-driven devices. The move marks a significant step for TDK, traditionally known for its smartphone batteries, as it seeks growth beyond its core business, according to sources including Reuters and Nikkei.

Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly prompted Nintendo to raise its shipment forecast, with annual volume now expected to hit 20 million units with ease.

Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced supply, prompting the company to rush replenishment orders to suppliers. Market analysts have since raised their shipment projections, citing robust early sales and sustained consumer enthusiasm.

Amid increasing global uncertainty marked by escalating geopolitical tensions, rising inflation, and unstable supply chains, Taiwan's Kinko Optical is shifting its focus away from low-margin markets to concentrate on high-performance lens technologies.

Japanese electronics manufacturer MinebeaMitsumi has decided to extend its tender offer for temperature sensor producer Shibaura Electronic until July 1, postponing the initial deadline of June 19. The company confirmed that its offer price would remain steady at JPY5,500 (approx. US$37.90) per share. This move comes as rival bidder Yageo, based in Taiwan, continues to face investigation by Japan's foreign exchange regulatory authorities.

HTC Corp. has announced significant updates to its AR/VR platforms, emphasizing enhanced support for WebXR game engines and immersive entertainment experiences. The company aims to foster innovation and new business models within the rapidly growing 3D content and immersive storytelling markets.

The rise of artificial intelligence (AI) has generated new cross-industry business opportunities with component manufacturers such as InWin, AIC, and Chenming Electronic all expanding their business into system assembly.

The clear trend toward liquid cooling for AI servers is creating cross-industry opportunities for Taiwanese companies previously outside the tech sector. Domestic leader in consumer water pumps, Walrus Pump, noted that liquid cooling represents a brand-new market for the pump industry with higher unit prices. Currently, more than one customer has engaged in testing.

As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.

Taiwan-based electrical systems and equipment manufacturer Shihlin Electric and Engineering stated that impacts from tariffs and exchange rates will be limited, and it will continue to evaluate building a facility in the US.

China's rare earth export restrictions, implemented in response to US semiconductor controls targeting its technology sector, are disrupting global supply chains and creating manufacturing headaches for automakers and tech companies worldwide.

Taiwan-based heavy electrical equipment maker Fortune Electric has become the first Taiwanese company to secure a contract under the US Stargate Project, a US$500 billion AI infrastructure program initiated by President Donald Trump. The company has won a NT$2 billion (approx. US$67.57 million) power transformer order for the project's first-phase development in Texas.