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Thursday 8 May 2025

Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver

Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.

Thursday 8 May 2025

Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

Thursday 8 May 2025

Pegatron sharpens 5G vision with Batam smart factory

Pegatron Corporation has inaugurated a new factory in Batam, Indonesia, marking a significant milestone as the world's largest 5G smart factory. This facility is notable for being Pegatron's most advanced manufacturing base in Southeast Asia, operating fully on a standalone 5G network architecture.

Thursday 8 May 2025

AI blooms as Powertip Image advances into machine vision applications

Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, achieved a revenue milestone in April 2025 by surpassing NT$100 million (approx. US$3.3 million), marking the highest April revenue on record. The company's cumulative revenue for the first four months of 2025 reached NT$356 million, representing a year-over-year increase of 28.22%.

Thursday 8 May 2025

Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges

Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is poised to capitalize on surging demand for AI server components, particularly its battery backup unit (BBU) modules. Anson Chiu, president of Lite-On, reiterated the company's dedication to synchronizing its production with client roadmaps despite external uncertainties.

Wednesday 7 May 2025

Value-addition enhancement drives Qisda's gross margin to record-high

Thanks to product and business portfolio optimization and increased value-added services, Qisda's operating gross margin in the first quarter of 2025 surpassed 17% for the first time, reaching 17.3%. The net profit attributable to the parent company amounted to NT$483 million (approx. US$15.96 million).

Wednesday 7 May 2025

MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities

Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has pushed micro-displays into the spotlight. Meanwhile, Micro LED is emerging as a potential game-changer in silicon photonics, offering high-speed optical communication capabilities. Long-anticipated uses in large-format TVs and automotive displays are finally moving toward mass production, signaling a broad and accelerating wave of commercialization across multiple industries.

Wednesday 7 May 2025

Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage

Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures on its regional rivals. The company has maintained normal order fulfillment without cancellations or shipping delays.

Tuesday 6 May 2025

BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures

Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially in markets outside the US, according to Chairman Z.C. Chen.

Tuesday 6 May 2025

US tariff escalation reshapes global server supply chains

In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly affected by these new tariffs, the ripple effect on global supply chains is undeniable.

Tuesday 6 May 2025

Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience

Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US. Ennoconn has altered its initial strategy to build a factory in Mexico, choosing instead to set up a new facility in Tennessee, with operations expected to begin in the third quarter of 2025. Similarly, Advantech is considering the creation of a printed circuit board assembly and contract manufacturing center in the US, signaling a wider industry move toward domestic production as companies adapt to evolving trade policies.

Tuesday 6 May 2025

Tariffs support sustained price increases for LCD monitor panels

Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight panel price increases. For notebook panels, although demand remains steady, supply capacity is relatively ample, keeping market supply and demand balanced and prices stable.

Monday 5 May 2025

PTIC expands into new markets with robot vacuum cleaners and drones

Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, is actively developing niche products beyond notebook computer applications. Its product range includes medical endoscopes, robot vacuum cleaners, smart refrigerators, industrial computers, drones, and security surveillance systems. All these products have already seen actual shipments, mostly to top international brands.

Monday 5 May 2025

Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25

Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators starting in the second quarter of 2025. The company will also initiate trial production of glass core substrates (GCS).

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

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.

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."

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.

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