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Monday 2 June 2025

Qisda banks on tariff relief and medical expansion, mitigates forex risks with strategic hedging

Taiwan-based tech player Qisda's Chairman Peter Chen noted at the company's shareholders meeting on May 29 that a reversal in business performance in the second half of 2024 would only occur under an "economic recession scenario." Looking ahead, he expects conditions to improve quarter by quarter in 2025, as signs point to a gradual easing of US tariff tensions.

Monday 2 June 2025

SYNergy ScienTech takes new path with novel battery cells for AI server BBUs

The development of AI servers is creating fresh opportunities in component manufacturing. Small cell maker SYNergy ScienTech (Synergy) has adopted NXO anode materials to develop soft-pack battery modules for use in baseband units (BBUs), differing from the conventional 18650 cylindrical battery modules currently used in BBUs.

Saturday 31 May 2025

InWin expands production layout in US, Malaysia

Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company president Guo-hui Huang. Furthermore, in light of potential opportunities in Southeast Asia, InWin has established production facilities in Malaysia, with production scheduled to begin in October 2025. The company expects its new business segment in Malaysia to contribute 50% of total revenue in three years.

Thursday 29 May 2025

Hiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration

Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the company is on track to achieve both its revenue and profit targets despite global tariff concerns, as Hiwin's international presence and strong foothold in the North American market have helped minimize the direct impact of trade tensions.

Thursday 29 May 2025

AcBel's growth targets remain unchanged despite ongoing challenges in 2025

Power supply unit (PSU) manufacturer AcBel Polytech held its annual shareholders meeting on May 28, presided over by company chairman Jerry Hsu. AcBel posted an operating loss of NT$123 million (approx. US$4.11 million) and a loss after tax of more than NT$30 million in 2024, resulting in dissatisfaction among major shareholders with the company's management.

Thursday 29 May 2025

Trade court blocks Trump's global tariffs, calls emergency claim unlawful

The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.

Thursday 29 May 2025

Catcher targets four sectors, leaves behind auto

Catcher chairman Shui-Shu Hung announced that the company is focusing on developing three new sectors: medical, semiconductor, and aerospace, alongside its established information technology industry operations. Excluding the information technology sector, which faces significant uncertainties in the second half of 2025 due to international circumstances, the growth potential in the other new fields is "limitless." He also stated that Catcher has already exited the automotive market, which it had actively pursued previously, saying "goodbye" to automotive.

Wednesday 28 May 2025

OmniVision reborn: Will Semiconductor targets Sony, Samsung in CIS showdown

Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international operations. The move reflects the company's evolution from a sales-led model to a vertically integrated design and manufacturing enterprise.

Tuesday 27 May 2025

Trump 2.0: Boon or bane for Taiwan? January-April trade and output data offers some clues

Despite fresh uncertainty under Trump's second term, Taiwan's technology and trade sectors are showing surprising resilience and even growth. While his unpredictable tariff policies continue to rattle global markets, Taiwan is capitalizing on an AI-driven boom, with January-April 2025 industrial output and exports hitting new highs.

Tuesday 27 May 2025

Trump threatens Apple tariffs but Taiwan optical firms remain calm

US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who are taking a wait-and-see approach to the volatile policy rhetoric.

Tuesday 27 May 2025

UVB sees profits after closures in China

Vision care provider Universal Vision Biotechnology (UVB) is developing three core business segments aimed at offering treatments and care throughout the entire life cycle, focusing on vision control for teens and preteens (ages 9–18), refractive laser procedures for adults (ages 20–50), and cataract treatments for seniors (ages 55 and above).

Tuesday 27 May 2025

Samsung falls to fourth in global CIS market with China’s rise

Samsung Electronics has slipped out of the top three in the global CMOS image sensor (CIS) market for the first time in years, according to newly released data from market research firms. Once the second-largest supplier by shipment volume in 2023, Samsung now ranks fourth, underscoring the growing pressure it faces from China's rapidly evolving semiconductor ecosystem.

Tuesday 27 May 2025

AI inference drives storage's critical role; Silicon Motion enters Nvidia ecosystem

AI computing is accelerating the deployment of data center infrastructure, with Nvidia placing greater emphasis on inference computing models and expanding its ecosystem. This trend is expected to boost growth opportunities for AI applications and significantly increase the importance of large-capacity storage.

Monday 26 May 2025

Touch panel maker GIS pivots to optics, biometrics, and auto tech, cut legacy reliance by 2029

Taiwan-based General Interface Solution (GIS) Holding Limited returned to profitability in 2024 and is refocusing its business strategy on three core sectors: optics, fingerprint recognition, and automotive electronics. These emerging segments are expected to drive more than 20% of revenue in 2025 and could account for half of the company's top line by 2028–2029, as GIS navigates macroeconomic headwinds including tariff pressures and currency volatility.

Monday 26 May 2025

QPC plans major transformation in 2025 with 75% of products exported

Qualipoly Chemical Corporation (QPC) announced that 2025 will be a year of significant transformation. The Annan plant is expected to begin trial production and ramp up operations in the third quarter, while the Yong'an plant is currently investing in building large-scale electronic chemical material reactors and planning subsequent capacity expansions. Additional ongoing projects include expanding PSMA production capacity and constructing automated warehousing facilities.

Monday 26 May 2025

Google pushes 'world models' at Google I/O 2025, signaling long-term AI and XR strategy

At Google I/O 2025, Google unveiled a suite of new AI services, subtly positioning its evolving "world models" concept at the center of its long-term artificial intelligence and extended reality (XR) ambitions. While much of the event focused on updates to the Gemini AI series, the introduction of world models marked a strategic shift that set Google apart from rivals while also nodding to earlier ideas championed by Meta Platforms.

Friday 23 May 2025

Luxshare makes Suzhou epicenter of its US$4.2B push into acoustics, robotics, and wearable tech

Following a high-profile signing in February, Luxshare Precision has launched the next phase of its major project in Kunshan, Suzhou. According to the official WeChat account "Kunshan Release" on May 20, the company's Phase I acoustic industry facility at Luxshare Science Park in Jinxi Town has commenced production, with construction on Phase II now underway.

Friday 23 May 2025

Seagate warns of data center carbon crisis as AI storage demands triple

Seagate Technology Holdings Plc warned that AI's exploding demand for data storage is fueling a carbon crisis in data centers, even as it unveiled next-gen storage solutions at Computex 2025. The company projects that global data volume will triple between 2023 and 2028, surpassing zettabyte levels and outpacing current manufacturing capabilities. A survey of over 300 data center professionals conducted by Seagate identified high energy consumption as the top obstacle to sustainable expansion.

Friday 23 May 2025

Nvidia bets on Taipei, but can Taiwan deliver?

As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise?

Friday 23 May 2025

OpenAI bets big on hardware: US$6.5B acquisition of io Products signals shift from software to disruptive AI devices

OpenAI is set to acquire hardware startup io Products—founded by former Apple design chief Jony Ive—for nearly US$6.5 billion, marking a bold entry into the consumer hardware market. The deal, expected to be finalized soon, underscores OpenAI's ambition to redefine human-AI interaction through a revolutionary new device slated for release by the end of 2026.

Friday 23 May 2025

Apple plans glasses for 2026 as part of AI push, nixes watch with camera

Apple Inc. is aiming to release smart glasses at the end of next year as part of a push into AI-enhanced gadgets, but it has shelved plans for a smartwatch that can analyze its surroundings with a built-in camera.

Thursday 22 May 2025

Inventec expands in Texas and Thailand to meet growing AI server demand

Taiwan-based Inventec is ramping up its global production capabilities in response to rising geopolitical risks and growing demand for AI servers. The company is expanding its manufacturing footprint in Texas and Thailand, aiming to strengthen regional supply chains and better serve customers worldwide.

Thursday 22 May 2025

Computex 2025: NXP targets huge opportunities in automotive and edge cybersecurity

During Computex 2025, NXP not only featured a keynote speech on edge AI development by Jens Hinrichsen, executive vice president and general manager of Analog and Automotive Embedded Systems, but also showcased various solutions across automotive electronics, industrial control, and AI imaging systems.

Wednesday 21 May 2025

US tariff challenges spur calls for Taiwan's industrial realignment to capture post-Trump gains

As the global economy gradually transitions into a post-Trump era, economic experts suggest that the challenges brought by US President Donald Trump's protectionist trade policies could serve a powerful impetus for Taiwan's industrial transformation.

Wednesday 21 May 2025

Gemini-powered: Google brings smart glasses back at I/O 2025

At its 2025 I/O, Google confirmed its return to the smart glasses market, unveiling a revived partnership with Samsung and new alliances with fashion eyewear brands and Chinese AR firm Xreal. The company is doubling down on extended reality (XR) hardware infused with artificial intelligence (AI), positioning itself against competitors like Meta and Apple.

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