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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...
Wednesday 13 August 2025
Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics...
Tuesday 12 August 2025
Coretronic sees July revenue drop by 23%
Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million)...
Tuesday 12 August 2025
Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed...
Monday 11 August 2025
TPK Holding posts profit surge on rush orders, warns of softer 2H25
TPK Holding reported strong second-quarter earnings as clients pulled in orders ahead of potential tariff changes, fueling a surge in tablet panel demand. Revenue rose more than 30%...
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Monday 11 August 2025
GSEO reports 43% revenue surge in July on seasonal demand

Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from...

Saturday 9 August 2025
HannStar's 12th straight quarter of losses leaves plant sale uncertain
Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese...
Wednesday 6 August 2025
Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months...
Tuesday 5 August 2025
BenQ Materials hikes polarizer prices 10% as currency volatility bites
Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter...
Monday 4 August 2025
iPhone 16 demand powers lens makers, but 4Q25 is the real test
Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain...
Monday 4 August 2025
Tariff relief? Taiwan's lens makers are watching something else
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology...
Monday 28 July 2025
Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael...