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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...
Thursday 14 August 2025
Laster Tech reports 2Q25 loss amid expansion plans in North America
LED automotive lighting module manufacturer Laster Tech announced consolidated revenue of NT$2.27 billion (US$76.1 million) for the second quarter of 2025 but recorded a net loss...
Wednesday 13 August 2025
Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025
At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both...
Wednesday 13 August 2025
Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels
Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung...
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
US tariffs hit Coretronic's projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
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
Ennostar names new chairman, focuses on 3+1 high-value applications for breakthrough
The board of directors at Ennostar Inc. has approved a significant personnel decision. Starting October 1, 2025, incumbent Lextar Electronics chairman Patrick Fan will assume the...
Tuesday 12 August 2025
Panel makers cautious about 3Q25 as early stocking affects demand
Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...
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...
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...
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
Japan Display reports 42% revenue drop amid plant closure and major restructuring plans
Japan Display (JDI) reported a 42% on-year revenue drop in the first quarter of fiscal year 2025, ended June 30, 2025, falling to JPY32.4 billion (US$219.43 million). The net loss...
Monday 11 August 2025
Sharp reports net profit after asset sale
Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last...