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Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9% increase from the previous year. Net profit attributable to shareholders soared 287.2% to CNY187 million, while EBITDA rose 107.1% to CNY1.415 billion.

Tuesday 29 April 2025
Taiwan semiconductor supplier Chang Wah sees recovery despite Trump tariff uncertainty
Chang Wah Electromaterials (CWE) founder Canon Huang described Donald Trump's tariff policies as highly unpredictable but expressed confidence that market conditions for CWE and its lead frame subsidiary Chang Wah Technology (CWTC) have bottomed out.
Tuesday 29 April 2025
Apple supplier sees no tariff cost-sharing talks, expects tough 2025
Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration, with no discussions about sharing these costs. Chairman Justin Wang described client reactions as very "chill."
Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
Monday 28 April 2025
BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple with margin compression in a tough market environment.

Monday 28 April 2025
Exploring how internet packets shaped path for AI tokens and next wave of smart devices
Exploring the evolution of information technology highlights intriguing similarities between the internet's core transmission unit, the packet, and the token, which is fundamental to today's AI-driven large language models (LLMs). By examining the development of packets, we can predict the future of token-based technologies and their impact on product development, service models, and industry value chains.
Monday 28 April 2025
Powertip Image aims for 50% of global notebook lens market
Taiwanese lens maker Powertip Image, a subsidiary of STN LCD panel manufacturer Powertip Technology, aims to capture more than 50% of the global notebook lens market within three years, up from its current 30% share, according to General Manager Hsi Hsun Cheng.
Friday 25 April 2025
Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end of its guidance. The company posted revenue of US$2.65 billion, representing a robust 20% year-over-year increase, propelled by broad-based strength across its key business segments. Adjusted earnings per share (non-GAAP) surged to US$1.20, a 45% jump from US$0.83 in the prior-year period, while adjusted operating margin reached a record 7.1%, up from 5.9% a year ago.
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief package aimed at bolstering economic, social, and national security resilience. The program, approved by the Executive Yuan on April 24, 2025, will run through the end of 2027 and may be extended with legislative approval.
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
Delta Electronics sees India gains amid global tariff war, eyes local expansion
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities.
Thursday 24 April 2025
Large donations by South Korean companies to Trump inauguration seen as preemptive move ahead of tariff war
The list of donors for US President Donald Trump's inauguration ceremony has been released, with South Korean conglomerates Samsung, Hyundai Motor, and Hanwha making large donations through US subsidiaries. Observers interpret the donations as an attempt by South Korean companies to proactively seek favorable outcomes related to US tariff policy.
Thursday 24 April 2025
Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems
Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems and various unmanned intelligent vehicle cameras.
Thursday 24 April 2025
More smart glasses to be introduced in 2H25, with ecosystem taking shape
With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR glasses.
Thursday 24 April 2025
What TSMC revealed at 2025 Symposium
At its 2025 North America Technology Symposium, attended by over 2,500 industry leaders, TSMC unveiled a suite of technologies that complements its 1.8nm (18A) process. From advanced packaging for AI to power-efficient solutions for smartphones and IoT, and reliable nodes for autonomous vehicles, TSMC's announcements underscored its role as a linchpin in the global semiconductor supply chain.
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.

Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce its Optimus robot at US$20,000 now faces significant challenges.
Monday 21 April 2025
Tenstorrent aligns with Rapidus for 2nm chip validation, targets year-end tape-out
Tenstorrent, a US-based semiconductor design firm, held a press conference on April 17 at its newly established Tokyo office to discuss its deepening collaboration with Rapidus in advancing 2nm semiconductor technology. During the event, the company also revealed plans to significantly expand its presence in Japan, aiming to increase its number of design engineers sixfold by the end of 2025.
Friday 18 April 2025
Fan manufacturer YS Tech sees limited impact from US tariff war
Despite the tariff war US President Donald Trump is waging on the world, Taiwanese cooling fan manufacturer Yen Sun Technology (YS Tech) is among the few companies saying the impact is limited.
Thursday 17 April 2025
Taiwan's tech supply chain faces uncertainties as US tariffs exclude key Apple wearables
Taiwan's supply chain firms are navigating a turbulent landscape as the US continues to recalibrate its tariff policies. While recent exemptions for smartphones, laptops, and other electronic devices have offered temporary relief to major brands like Apple, wearables such as the Apple Watch and AirPods remain excluded from these lists. This exclusion injects new uncertainty into the market, particularly for suppliers already grappling with razor-thin profit margins.
Tuesday 15 April 2025
The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex dimensions. The real shift, however, lies in business model innovation, not just technical advancement. Lei Zhang, founder of Hillhouse Investment, highlights this evolution, calling China "not only a leader in technological innovation, but a global powerhouse in business model innovation." A new wave of Chinese entrepreneurs is capturing global attention.
Tuesday 15 April 2025
ByteDance reportedly taps suppliers for AI smart glasses in broader XR strategy
ByteDance is reportedly developing its AI-powered smart glasses and has entered talks with suppliers, marking its latest move into the competitive AI hardware market.
Tuesday 15 April 2025
AI redefines display industry applications as AUO pushes for growth in new vertical markets

AI is rapidly redefining the application scenarios within the display industry. Leveraging the resources of its parent group, AUO Corporation is accelerating the integration of hardware and software systems across diverse fields. The company is strategically expanding into vertical markets, forecasting that by 2025, the revenue share from these verticals will approach 20%, positioning them as one of its three key revenue pillars.

Monday 14 April 2025
China's GPU surge defies tariff fears, fuels semiconductor boom
As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China's voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth.
Monday 14 April 2025
Silicon photonics nears maturity, eyes full ecosystem by late 2025
Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specifications.