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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.
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical tensions and global trade realignments, Taiwanese companies can no longer depend on tariff-driven strategies or low-cost production models, as growing uncertainties continue to reshape global supply chains.
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even surpass those of other nations. Brazil is facing a sharp increase in tariffs to 50%, while Japan and South Korea have been set at 25%. Taiwan's tariff rate, however, has yet to be announced.
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive systems, betting that breakthroughs in ceramic powder technology will give it an edge over Chinese rivals.
Wednesday 16 July 2025
HTC to unveil new product on August 14, market optimistic about smart glasses debut
On August 15, HTC Corp. released a teaser image on the global HTC VIVE official community platform, hinting at the launch of a new product. The company is expected to unveil its first smart glasses during an event scheduled for August 14.
Wednesday 16 July 2025
WT Microelectronics and Nichidenbo enter strategic share swap to strengthen component distribution ties
Taiwan-based distributors WT Microelectronics and Nichidenbo announced a strategic cooperation through a share exchange agreement, aiming to reinforce their positions in the electronic components market.
Tuesday 15 July 2025
Taiwan's e-commerce platforms struggle while service providers thrive
Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand) experiencing a drop in revenue, and PChome finally seeing positive revenue growth in June after struggling to turn things around. In contrast, growth momentum has been strong for online retail service providers such as 91App and Hsin Hsin Galaxy.
Monday 14 July 2025
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but down 2.95% year-over-year.
Friday 11 July 2025
Largan expects large variable aperture project opportunities in 2026
Taiwan-based lens manufacturer Largan Precision held an online earnings call on July 10, during which it explained that exchange rate fluctuations had a significant impact on the company in the second quarter of 2025. The company previously predicted that the New Taiwan dollar would appreciate by 10%, affecting the second-quarter gross margin by 4-5%. However, pull-ins for new devices had already begun at favorable pricing, resulting in an actual impact of around 2%.
Friday 11 July 2025
Taiwan's Sun Yad builds US$583 million empire across chemicals to drones
Sun Yad Group operates across construction, biotechnology, materials, healthcare and drones in a diversified conglomerate worth NT$17 billion (US$583 million). Chairman Yu-ming Chang transformed the company from a traditional synthetic leather producer into Taiwan's multi-industry player through strategic acquisitions and vertical integration.
Friday 11 July 2025
Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months following a stake in Independent Variable Robot Technology (Jinan) Co., according to Yicai. The investment underscores Meituan's deepening commitment to embodied intelligence amid a broader robotics market challenged by slowing funding, mounting losses, and heightened competition.

Thursday 10 July 2025
Apple readies first upgrade to its struggling Vision Pro headset
Apple Inc. is planning to introduce its first upgrade to the $3,499 Vision Pro headset as early as this year, aiming to improve the performance and comfort of a device that has been slow to catch on with consumers.
Thursday 10 July 2025
India's Sahasra strengthens European presence with metering, supply chain partnerships
Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint in the electronics manufacturing services (EMS) industry, including a new metering product launch and a formalized supply chain partnership in Europe.
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named in recent rounds, the proposed 32% tariffs remain on the table, threatening key industries like AI servers, networking gear, and semiconductors.
Thursday 10 July 2025
Humanoid robots aren't ready yet, but linear actuators might change that
Tesla's decision to pause parts procurement and development for its Optimus humanoid robot has raised questions about the pace of progress in the humanoid robotics market. But supply chain players remain calm, noting that the industry is still in its infancy, with mechanical designs yet to reach standardization.
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

Wednesday 9 July 2025
GSEO expects 2H25 orders to outpace 2H24
Taiwanese lens maker Genius Electronic Optical (GSEO) announced its latest financial report on July 8 and expects revenue in the third quarter will grow compared with the second quarter, as it moves into the peak season in July.
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
Wednesday 9 July 2025
Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push
Meta Platforms Inc. bought a minority stake in the world's largest eyewear maker, EssilorLuxottica SA, a deal that increases the US tech giant's financial commitment to the fast-growing smart glasses industry, according to people familiar with the matter.
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup units (BBUs) has all turned positive, prompting them to hold a positive view for the second half of 2025. In addition, Nvidia's upcoming next-generation GB300 will help prolong the momentum during the period. Despite the requirement of a learning curve, industry visibility remains high, insulating its performance from market fluctuations.
Tuesday 8 July 2025
Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.
Tuesday 8 July 2025
LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit
LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly compared to the same period in 2024. LG stated that the burden of tariff costs and intensified market competition were major reasons for the decline.
Monday 7 July 2025
Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses
Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and sold. In today's digital-first consumer economy, tech is no longer just about utilities; it's a lifestyle marker. Analysts are increasingly framing this shift as "hype-driven tech consumption," with some even likening it to the rise of "tech collectibles."