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Tuesday 19 August 2025
Taiwan unveils new support measures to shield industries from US tariff impact
The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across...
Monday 18 August 2025
Chipmakers bet on agentic AI to spark consumer demand for smart glasses after Ray-Ban success
Meta's success with its smart Ray-Ban glasses has ignited a wave of development in smart and AI-powered eyewear, offering fresh optimism for chipmakers who once banked on the metaverse...
Monday 18 August 2025
YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth
Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation...
Monday 18 August 2025
Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights
Solar conductive paste manufacturer Giga Solar Materials (GSMC) announced on August 14 that it has obtained the rights to distribute US vendor Parker's AI server liquid cooling fittings...
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...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
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...
Saturday 16 August 2025
Traditional industries struggling under tariff crossfire, says Shinkong Synthetic Fibers chairman
Shinkong Synthetic Fibers (SSFC) has been actively diversifying its investments in recent years, positioning itself as a leading example of traditional industries transitioning into...
Friday 15 August 2025
Can Tesla's chip shift uplift Samsung foundry services?
Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated...
Friday 15 August 2025
Taiwan's motor driver IC makers capture AI server market share
Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...
Friday 15 August 2025
U-Best optimistic about operational growth in 2H25
Taiwan-based polymer materials supplier U-Best Innovative Technology reported a consolidated revenue of NT$356 million (approx. US$11.9 million) in the second quarter of 2025, a 102%...
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...
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...
Friday 15 August 2025
Syntec leads cross-strait controller market share, launches next five-year plan focusing on robots and AI
Tariff barriers are accelerating regionalized production, which in turn is driving a surge in automation demand. Taiwan-based controller giant Syntec announced that its 2024 revenue...
Friday 15 August 2025
Trump's corporate crackdown: When national security overrides boardroom independence
Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered "surprises" to the global market over nearly four months. Recently,...