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Friday 15 August 2025
UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down...

Thursday 14 August 2025
China smartphone industry, 2Q 2025

Introduction

Thursday 14 August 2025
AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders
AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...
Thursday 14 August 2025
Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

Thursday 14 August 2025
Tatung secures orders through 2027, steps up US heavy electrical plant acquisitions
Taiwan's renowned conglomerate Tatung Company has secured clear order visibility for its core power equipment and solutions through 2027 and is accelerating acquisitions of heavy...
Thursday 14 August 2025
New aircraft, new materials: aerospace turns to thermoplastic composites

A surge in global demand across defense and aerospace sectors—including military weapons, unmanned systems, commercial aircraft,...

Thursday 14 August 2025
Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Taiwan's automotive aftermarket (AM) suppliers are enjoying record revenues on the back of strong US demand, but the appreciation of...

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...
Thursday 14 August 2025
Ennostar targets AI optical communication and microLED as future growth drivers
Facing a stronger New Taiwan dollar and intensified competition in the LED industry, Ennostar reported an expanded loss in the second quarter of 2025. However, its microLED technology...
Thursday 14 August 2025
Samsung aims to meet Tesla's chip packaging demand with new panel-level technology
Samsung Electronics is advancing development of its next-generation System-on-Panel (SoP) packaging technology, aiming to produce modules significantly larger than those possible...
Thursday 14 August 2025
Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics
Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...
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...
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...
Thursday 14 August 2025
Topoint races to meet surging drill bit demand as AI and HPC boom

As artificial intelligence (AI) and high-performance computing (HPC) drive explosive growth in demand for advanced printed circuit boards...

Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...