Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales.

Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached NT$1.72 billion (approx. US$57.58 million), roughly flat compared to NT$1.74 billion in the same period of 2024. However, profits were impacted by approximately NT$20 million in exchange rate losses during the first half.

Lithium intellectual property supplier Advanced Lithium Electrochemistry (Aleees) issued on August 7 an update to its customer certification progress, in which the company counted a total of 94 effective clients, of which 62 are in-depth collaborative partners. In addition to Taiwan, the company's current footprint spans Europe, the US, Japan, South Korea, and Southeast Asia.

Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on August 5, 2025. The development underscores a growing challenge: Taiwan's domestic car industry is struggling to plug regulatory gaps in the face of China's rapid expansion.

Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs, and mounting losses in the Chinese EV market, brands like Mercedes-Benz, BMW, and Volkswagen Group are moving away from their previous "all-electric" stance and pivoting toward a more pragmatic, dual-power hybrid strategy.

Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron phosphate (LFP) batteries, the company is officially entering competition with Chinese manufacturers. However, in a global market without sanctions, South Korean firms still face challenges related to pricing and technological capabilities when competing against their Chinese counterparts.

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments (TI) has rolled out its largest-ever price hike to Chinese customers, raising prices on more than 60,000 products by 10% to over 30%, leaving distributors and end-users blindsided.

J-Star Holding, known as YMA, was listed on the Nasdaq Stock Market on July 29, 2025. Chairman Jonathan Chiang noted that this marks a significant milestone for the company, aiming to inspire Taiwanese SMEs by highlighting opportunities beyond the Asian market.

Artificial intelligence is reshaping the autonomous driving landscape, shifting the development paradigm from algorithm-driven systems to AI-centric architectures. At the forefront of this transformation is Nvidia, which has steadily evolved from a chipmaker into a comprehensive system solutions provider. In collaboration with global partners, the company is accelerating the commercial deployment of autonomous vehicles.

As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain — especially battery manufacturers — is rapidly mounting.