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Thursday 12 June 2025
GEM sees May revenue decline amid China holidays, US tariff uncertainty
GEM Terminals (GEM) reported consolidated revenue of NT$248 million (approx. US$8.28 million) for May 2025, marking a 23.06% year-over-year drop and an 8.62% decline from April. The...
Thursday 12 June 2025
Coretronic expects June shipment surge amid quarter-end demand spike
Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month...
Thursday 12 June 2025
Hota Industrial gears up for CoWoS inspection machine shipments in 2Q26
Hota Industrial Manufacturing chairman David Shen is navigating a series of market variables, from tariffs to exchange rates. While Hota has been largely unaffected by tariffs, the...
Wednesday 11 June 2025
Cathay Consolidated posts 1.78% revenue gain in May, boosted by medical and defense demand despite tariff headwinds
Cathay Consolidated Inc. reported revenue of NT$246 million (US$8.24 million) for May 2025, representing a 1.78% increase from April and a 3.09% rise compared to the same month last...
Wednesday 11 June 2025
Yen Sun ramps up AI-driven cooling shipments, eyes growth in high-end IT segment
Yen Sun Technology, a key player in automotive electronics and electronics systems, announced that deferred high-end network IT orders have begun ramping up shipments starting in...
Wednesday 11 June 2025
CXMT accelerates DDR5 memory production, phases out DDR4
In a sign of China's accelerating ambitions in the semiconductor race, ChangXin Memory Technologies (CXMT), the country's leading DRAM manufacturer, is rapidly advancing development...
Wednesday 11 June 2025
PC makers put spending on ice as trade uncertainty, strong Taiwan Dollar weigh on outlook
Global PC brands and their manufacturing partners are freezing discretionary spending and adopting a more defensive posture amid mounting uncertainty over US trade policy and a surging...
Wednesday 11 June 2025
US, China officials agree on plan to ramp down trade tensions
The US and China de-escalated trade tensions, agreeing to a preliminary deal on how to implement the consensus the two sides reached in Geneva, negotiators for both sides said.
Tuesday 10 June 2025
MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25
Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
Tuesday 10 June 2025
Taiwan's May exports hit record US$51.74 billion on AI server boom and US tariff dynamics
Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According...
Tuesday 10 June 2025
Jarllytech reports 30% revenue growth in May as Chinese customer launches foldable notebook with exclusive hinge
Jarllytech saw 30% revenue growth year-over-year in May, hinges on new foldable notebook launch
Tuesday 10 June 2025
Pegatron sees 2H25 lift: 2 pivotal sectors gain traction
Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual...
Monday 9 June 2025
Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the...