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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...

Sunday 10 August 2025
Chicony grows smart low-carbon projects, eyes NT$8B contracts
With rising demand for server and gaming NB power supplies, Chicony Power reported second-quarter 2025 revenue of NT$9.13 billion (US$304.5 million), an 8.2% increase from NT$8.442...
Sunday 10 August 2025
AI infrastructure era arrives: new quarterly capex records across the field
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...
Sunday 10 August 2025
Ample Electronic unveils advanced thermal paste for AI chip cooling

Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components,...

Sunday 10 August 2025
Ezconn's 2Q margin hits record high as data center demand overpowers forex drag
Optical communications provider Ezconn reported a record gross margin of 61.67% in the second quarter of 2025, rising 12.25pp from the prior quarter and 8.51pp year-over-year. However,...
Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Saturday 9 August 2025
Qisda reports US assembly not necessarily cost-effective under 20% tariff
Qisda's consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated...
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...
Saturday 9 August 2025
Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens
Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June...
Friday 8 August 2025
AmTRAN Technology's operating profit soars 534% in 1H25, driven by stable video conferencing and computer peripheral orders
AmTRAN Technology announced a preliminary revenue of NT$2.034 billion (in the same period last year. The company's revenue performance in the second quarter of 2025 showcased significant...
Friday 8 August 2025
TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity
VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera...
Friday 8 August 2025
UMT sees July revenue slump but expects recovery as satellite shipments resume
Universal Microwave Technology (UMT), a Taiwanese manufacturer of high-frequency communication components, reported a significant year-over-year decline in revenue for July 2025,...
Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...
Friday 8 August 2025
Everlight Chemical sees impact of tariffs, exchange rates on July revenue
Everlight Chemical posted NT$6.216 billion (approx. US$208 million) in consolidated revenue for July 2025, a decrease of NT$72.27 million (approx. US$2.4 million) or 10.4% year-on-year...
Friday 8 August 2025
CMMT expects market recovery after tariff and exchange rate fluctuations settle
The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...