DIGITIMES ICT: IT components, peripherals news

Home Tech ICT IT components, peripherals

Friday 1 August 2025

Tariffs & FX issues trap consumer electronics supply chain in profit-to-loss cycle

The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology, reported that in the first half of 2025, clients pulled in goods early in response to tariffs. Now, the momentum has significantly slowed, and the outlook for the second half has turned conservative. The second half is typically stronger than the first, but this year it is expected to be worse; a phenomenon never seen before.

Thursday 31 July 2025

Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility

Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while imaging systems face continued headwinds from tariff uncertainty and currency volatility.

Thursday 31 July 2025

Tariffs & FX hits Everlight Chemical, June revenue drops 15.5%

Everlight Chemical announced its unaudited consolidated revenue for June 2025 was NT$598 million (approx. US$20.1 million), down 15.5% compared to the same period in 2024. The consolidated operating net loss was NT$44.79 million, a decline of NT$67.05 million compared to the net profit in June 2024. The consolidated pre-tax net loss was NT$58.17 million, down NT$83.97 million from the same period last year.

Wednesday 30 July 2025

China unveils first optical-interconnect GPU supernode in AI infrastructure push

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand its homegrown AI infrastructure.

Wednesday 30 July 2025

Smart glasses surge powers EssilorLuxottica's growth, signaling eyewear's future in AI and health tech

Eyewear manufacturer EssilorLuxottica reported better-than-expected revenue growth in its second quarter of 2025, led by strong demand in Europe and a sharp rise in smart glasses sales. The company recorded total revenue of EUR7.18 billion (approx. US$8.31 billion), a 7.3% increase year-over-year on a constant currency basis, surpassing analyst forecasts of 5.9% growth, according to Bloomberg, Reuters, and CNBC.

Wednesday 30 July 2025

Foxconn and Teco Electric suspend trading amid speculation of major cooperation

On July 29, Foxconn announced the suspension of its common shares and associated warrants, effective from July 30, pending the disclosure of significant information. Teco Electric & Machinery also declared a simultaneous trading halt, starting July 30, prompting market attention to a possible major cooperation between the two companies.

Wednesday 30 July 2025

An Optoelectronics veteran's journey to reshape biomedicine's future

Backlight module manufacturer Darwin Precisions has invested in MicroDoctor Biomedical, a company founded in June 2024 that focuses on microneedle patch technology and biosensor system solutions. Michael Tsai, chairman of both companies, has transitioned from the optoelectronics sector to become a rising leader in biomedical innovation.

Tuesday 29 July 2025

How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide

Intel's decline didn't happen overnight.

Monday 28 July 2025

Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings

Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9% from May. Gross margin remained consistent with the previous month, but lower revenue pushed up the expense ratio, resulting in an operating profit of NT$137 million (approx. US$4.66 million), a 2.81% month-over-month decline.

Monday 28 July 2025

Weekly News Roundup: MediaTek wins Meta's ASIC orders, Asus revives Xbox hardware, and YMTC plans China-made NAND Line

Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with ROG handheld launch; and YMTC plans to pilot a fully China-made NAND line in 2025.

Friday 25 July 2025

Google quietly develops smart glasses while promoting Gemini AI

Google is discreetly restarting its smart glasses project. Alphabet and Google CEO Sundar Pichai has given minimal details, but assures that the progress is exciting.

Friday 25 July 2025

Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut

Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the peak holiday season, Asus has set an initial shipment goal of 400,000 units. Priced between NT$20,000 and NT$29,000 (approx. US$680–990), the new models will be more expensive than the existing ROG Ally.

Thursday 24 July 2025

Uniplus subsidiary gains key North American transformer certifications

Sanjiang Electric, part of Uniplus, has received safety certifications from Underwriters Laboratories (UL) and Canadian cUL, allowing the sale of their 15kV-25kV transformers in North America. This marks a key step in their international growth.

Thursday 24 July 2025

xAI's significant expansion in AI computing capabilities sparks concerns over energy supply

Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns about the feasibility of managing the energy demands involved.

Thursday 24 July 2025

'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips

Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou Hongyi, co-founder and chairman of 360 Security Technology Inc. (Qihoo 360), said the H20 chip has lost its price-performance advantage in China. He noted that 360 has switched exclusively to domestic chips — specifically Huawei's — reflecting a wider industry shift.

Wednesday 23 July 2025

Taiwan rallies industry to fast-track AI robot development with three-phase strategy

As artificial intelligence increasingly converges with robotics, humanoid machines are moving beyond the realm of science fiction and into the spotlight of global technology and investment. Taiwan officially launched its National AI Robotics Alliance on July 22, 2025, a collaborative platform aimed at uniting the island's industrial strengths and establishing a presence on the global robotics stage.

Wednesday 23 July 2025

This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair

Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots recall movement tied to democratic and cross-strait concerns.

Wednesday 23 July 2025

Taiwan sees June 2025 export orders grow 24.6% YoY

Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical risks.

Wednesday 23 July 2025

Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components

Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026, the company outlined plans to boost capacity, localize key components, and capture a larger share of India's smartphone and display manufacturing market.

Wednesday 23 July 2025

Dixon crowned India's mobile phone manufacturing leader

Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With nearly 9.66 million smartphones shipped, the company solidified its position as India's top domestic handset maker while accelerating its push into export markets.

Tuesday 22 July 2025

Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible chip now powering a broad lineup of domestic desktops and mobile workstations. The rollout marks a shift in China's PC market — from policy-driven deployment to performance-focused competition.

Monday 21 July 2025

Taiwan AI server makers boost North America investment ninefold on tariff fears

Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025, outbound investment filings from the sector soared ninefold, with companies channeling funds through offshore tax havens such as the British Virgin Islands and the Cayman Islands to establish assembly plants in the US and Mexico.

Saturday 19 July 2025

Forward Science's AI-powered vacuum systems win major orders from PSMC, Macronix

Taiwan's Forward Science Corp. (Forwardtek), a leading vacuum pump supplier, has launched its new V-pro smart vacuum pump and EcoNanoPur energy-saving system — an integrated platform that combines AI diagnostics, predictive maintenance, carbon tracking, and ESG-centric features for semiconductor manufacturing.

Friday 18 July 2025

CviLux aims to consolidate China production capacity with new plant

Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States.

Friday 18 July 2025

Corning locks in on China investments amid intensifying US-China tensions

Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated investments in China have surpassed US$9 billion, with over 90% of its raw materials sourced locally.

More IT components, peripherals coverage

BIZ FOCUS

Jul 9, 10:42

TRI unveils new multi-camera AOI, TR7500 SIII Ultra

MOST-READ
7 DAYS NEWS

Full list

MULTIMEDIA

Samsung x Tesla | Cadence Fined | Foxconn's Stargate Dream

INDUSTRY GUIDEBOOKS

Geopolitics may bring dramatic shifts in semiconductor industry

RESEARCH INSIGHTS

Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES