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Wednesday 20 August 2025

Lenovo to establish regional headquarters in Saudi Arabia, strengthening Sino-Saudi ties

On August 19, China's Lenovo Group announced that it will set up a new regional headquarters in Saudi Arabia, marking a significant step in its expansion across the Middle East and aligning with the Kingdom's ambitions to become a regional technology hub under Vision 2030, reports Reuters, Economy Middle East, and Arab News.

Wednesday 20 August 2025

Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur

Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including MacRumors. The leak also validated a DIGITIMES scoop from August 11: Apple is developing an entry-level MacBook that will use the same A18 Pro chip as the iPhone 16 series.

Wednesday 20 August 2025

Xiaomi strengthens smartphone presence amid modest global growth

Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic premiumization, regional growth, and robust R&D investment underpin the company's resilience and long-term competitiveness across smartphones and connected devices.

Wednesday 20 August 2025

Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown

Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new initiatives businesses helped the company offset continued weakness in its core smartphone segment. The results highlight Xiaomi's shift away from reliance on handsets, with emerging businesses beginning to play a more central role in driving profitability and investor confidence.

Monday 18 August 2025

Commentary: Can Trump's stake-in steer Intel to recovery?

The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.

Monday 18 August 2025

Section 232 investigations loom over Taiwan's key industries

Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan and South Korea, and US President Donald Trump has even threatened to impose a 300% tariff on semiconductors. However, companies that already have factories or plan to build them in the US are exempted.

Saturday 16 August 2025

Trans-Sun reroutes production to Southeast Asia, poised for record year

Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating profit surged 68% to NT$32 million on a stronger product mix, process improvements, and higher demand for premium applications, while currency appreciation trimmed net profit to NT$20 million.

Friday 15 August 2025

Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring its resilience amid intensifying global trade tensions and persistent tariffs. The company credited strong PC and AI PC sales, along with strategic global manufacturing, for weathering geopolitical headwinds.

Friday 15 August 2025

Apple redesigns US Apple Watch blood oxygen feature to avoid patent dispute

Apple has reintroduced the blood oxygen detection feature on the Apple Watch for US users after redesigning the function and gaining approval from a recent US Customs ruling. The feature, previously disabled due to patent disputes, is now available through a software update.

Friday 15 August 2025

Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support.

Friday 15 August 2025

Smart glasses market heats up as optics players vie for early leadership

The smart glasses market is set to enter a critical year in 2025, with competition escalating among European, American, Chinese, and now Taiwanese companies. Taiwan's HTC Corporation officially announced its entry into this sector on August 14, joining a growing number of players aiming to capitalize on the emerging optical wearables industry.

Friday 15 August 2025

HTC AI smart glasses target Taiwan market gap; Taiwan Mobile aims for over 10,000 sales

Taiwan Mobile (TWM) announced on August 14 a strategic partnership with HTC Corp. to exclusively sell the HTC VIVE Eagle AI smart glasses. The company aims for five-digit sales figures and projects Taiwan's smart glasses user base could reach nearly one million within ten years.

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.

Thursday 14 August 2025

Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues

Synnex Technology International Corp. reported a 7% decrease in revenue for the second quarter of 2025, largely due to unfavorable exchange rates and a substantial provision for accounts receivable. Despite these hurdles, the company remains cautiously optimistic about growth in AI servers and cloud computing, anticipating stable operations in the latter half of 2025 similar to the same period in 2024.

Thursday 14 August 2025

Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades

The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain confirms that Apple's early procurement in the first half of 2025 is outperforming initial forecasts by approximately 10%. The third quarter peak season looks promising, and rumors are circulating about a significant redesign of the high-end Apple Watch slated for 2026.

Thursday 14 August 2025

Acer India targets US$1B revenue, expands local manufacturing and retail network

Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and managing director Harish Kohli told Hindu Business Line that the company's topline growth has been fueled by a sharp rise in consumer notebook market share—from 5.5% to over 18% in the past two years—thanks to locally tailored products under the Make in India initiative.

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.

Thursday 14 August 2025

Asus shrugs off forex loss rumors, eyes stronger 2H25

AsusTek Computer reported a net profit after tax of NT$9.806 billion (US$327.25 million) for the second quarter of 2025, defying earlier market concerns over potential foreign exchange losses that were speculated to severely affect profitability. This profit exceeded first-quarter results even after excluding previous bad debt recoveries in India, signaling resilience amid a complex operating environment.

Wednesday 13 August 2025

HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features

HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events will take place in Taiwan, suggesting a coordinated effort between the two companies.

Tuesday 12 August 2025

Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25

Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone market in the fourth quarter of 2025, with analysts projecting Samsung Electronics as the principal disadvantaged party.

Tuesday 12 August 2025

ZillTek looks beyond PCs as automotive and medical sectors gain traction

ZillTek Technology, a digital microphone chipmaker and affiliate of MediaTek, reported lower second quarter 2025 revenue and profit margins on Wednesday, citing the strengthening New Taiwan dollar as a major headwind. However, the company struck a cautiously optimistic tone for the second half of the year, pointing to growth potential in automotive and hearing aid applications.

Tuesday 12 August 2025

Parade sees strong 2H25 with high-speed product growth and USB4 adoption

During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better product mix. Among these, high-speed transmission products accounted for a far higher revenue share compared to other applications. Even though display and touch products showed weaker momentum, they still successfully supported overall operations.

Tuesday 12 August 2025

Sony shifts PS5 production out of China to dodge US tariffs

Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal 2025 first-quarter earnings call.

Tuesday 12 August 2025

Apple bets on automation to maintain supply chain consistency across borders

Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts to diversify production outside of China. However, Apple's supply chain partners insist the transition is still ongoing — especially for its Mac line — with two clear strategic priorities: relocating operations to Southeast Asia and significantly increasing automation.

Monday 11 August 2025

Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share

Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production by the end of the third quarter of 2025, a schedule that could see full system assembly begin before the end of the year. Apple has not confirmed the plans.

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