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Monday 4 August 2025
Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders
Samsung Electronics' foundry production lines for process nodes above 4nm have recently achieved their highest utilization rates, according to South Korean media outlet ChosunBiz,...
Monday 4 August 2025
ASE raises 2025 capex to US$5.5B as AI strains advanced packaging lines
ASE Holdings, the world's second-largest IC packaging and testing company after Amkor Technology, struck a cautious note in its second-quarter earnings call despite booming AI-driven...
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
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx...
Monday 4 August 2025
China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026
LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates...
Monday 4 August 2025
Doosan Robotics pursues AI transformation and overseas expansion despite declining performance
Facing dual pressures from international instability and slowing growth in its main markets, South Korea's collaborative robot giant Doosan Robotics is actively undergoing a strategic...
Monday 4 August 2025
ACSI maintains 42% gross margin, optimistic about 2H25 cybersecurity market
Acer Cyber Security Inc. (ACSI), a subsidiary of Acer, announced its financial results for the second quarter of 2025 on July 30, 2025. The company reported revenue of NT$597 million...
Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...
Monday 4 August 2025
Innolux starts mass production of FOPLP, eyes monthly shipments surge by 2H25
Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
Monday 4 August 2025
MSSCorps shrugs off tariff concerns as new US facility boosts semiconductor support
The US has implemented a 20% tariff on imports from Taiwan, but Chi-Lun Liu, chairman of MSScorps, claims it won't affect operational costs. MSScorps has opened a new facility in...
Monday 4 August 2025
Nintendo bumps Switch prices as successor pricing looms
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement...
Monday 4 August 2025
Asia Optical posts record 2Q25 net profit as Philippine plant expansion accelerates
Asia Optical reported record-breaking financial results for the second quarter of 2025, driven by robust revenue growth and expanding operations in Southeast Asia. The company announced...
Monday 4 August 2025
How will Taiwan's panel giants adapt to the 20% tariffs?
On July 31, 2025, US President Donald Trump signed an executive order slapping Taiwan with a 20% reciprocal tariff. Taiwanese President William Lai stated that this is a "temporary"...