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Thursday 9 October 2025
Lite-On Technology posts strong September revenue driven by cloud and server systems
Lite-On Technology recorded consolidated revenue of NT$15.4 billion (US$504 million) in September 2025, representing a 30% increase year-on-year but a 1.6% decline from August. This...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
IT panel shipments to fall in 4Q25, prices to edge lower as demand cools
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
Tuesday 7 October 2025
Huawei overtakes Apple, topping global smartwatch market
Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since...
Tuesday 7 October 2025
Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year...
Tuesday 7 October 2025
AI racks and iPhones lift Hon Hai to a record September
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
Sunday 5 October 2025
Apple adds third supplier for folded zoom OIS actuators in iPhone
LG Innotek and Jahwa Electronics have been the sole two suppliers for folded zoom optical image stabilization (OIS) actuators in Apple's iPhone lineup in recent years. However, Luxshare...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Thursday 2 October 2025
MicroLED smartwatches to grow tenfold by 2030
The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.
Thursday 2 October 2025
Taiwan semiconductor outlook turns green in August on rising demand and prices
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand...
Thursday 2 October 2025
E Ink pauses in 4Q25 while Netronix pushes growth
The e-paper market is flourishing with diverse end applications, driving strong performance for related manufacturers. Leading e-paper maker E Ink expects a brief pause in the fourth...
Thursday 2 October 2025
LG Electronics posts growth in Taiwan despite weak consumer electronics demand
Amid tariff pressures and inflation, overall consumer market purchasing power has softened. However, LG Electronics continues to see strong shipments across multiple product lines,...
Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.