As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs for IC substrate manufacturers, coupled with extended lead times for ABF and BT substrates, supply and demand for related products are becoming tighter. Consequently, quarterly prices from Taiwan's top three players—Unimicron, Kinsus, and Nan Ya PCB—are on the rise.

Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$263.709 billion (approx. US$8.11 billion) for June 2025, down 17.7% from May due to the sharp appreciation of the New Taiwan dollar. However, the figure still marked a 26.9% year-over-year increase, setting a new record for the month of June.

Samsung Electronics has released its 2025 Sustainability Report, unveiling an updated list of 112 official suppliers—seven companies have been removed since 2024, while six new names have been added. The most notable changes occurred within the display sector, hinting at a strategic pivot in Samsung's LCD business and a subtle realignment of its relationships with Chinese suppliers.

Harman, a subsidiary of Samsung Electronics Co. specializing in audio and automotive electronics, has agreed to pay a US$1.45 million settlement for violating US sanctions on Iran. The penalty follows an investigation by the US Department of the Treasury's Office of Foreign Assets Control (OFAC).

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term contracts and outmaneuver rivals. Amid surging demand for advanced data center infrastructure, the company's targeted investments in US-based manufacturing, thermal management technologies, and factory automation are positioning it as a key beneficiary of this accelerating industry shift.

OpenAI has officially merged with io Products, Inc., a hardware-focused startup founded by former Apple designer Jony Ive. The move formalizes a two-year collaboration that began between Ive, his creative collective LoveFrom, and OpenAI CEO Sam Altman.

Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases as mere warm-ups before Apple's anticipated 2026 debut in the foldable sector, which they expect will trigger genuine market competition.

On July 9, Vivo officially launched its first foldable smartphone, the X Fold 5, in Taiwan, marking a strategic move to tap into the premium device market, strengthen brand value, and challenge Samsung's dominance in the foldable segment.

Samsung Electronics has officially launched its new Galaxy Z series smartphones. On the surface, it appears to be just another routine product launch. However, this marks a new era of competition in the foldable phone market.

President Donald Trump's return to the White House may have dealt a blow to the clean energy subsidies championed under President Biden's Inflation Reduction Act (IRA), but his administration is doubling down on "America First" manufacturing and mounting a fierce blockade against Chinese electric vehicles (EVs).

Ford will move forward with its US$3 billion lithium iron phosphate (LFP) battery plant in Marshall, Michigan, after the Trump administration's US$3.4 trillion budget bill preserved key production tax credits. The change clears the way for Ford to use LFP technology licensed from China's CATL, which was previously restricted under US trade rules.

Sino-American Silicon Products Group (SAS) said that international solar cell demand is picking up steam even as Taiwan's domestic market struggles with project delays over the past two years.

Taiwan's Seetel, a lithium battery and energy storage manufacturer, said Tuesday it formed a strategic alliance with Canadian energy storage solutions provider Energy Plug to expand into global markets.

US President Donald Trump's plans to place hefty import tariffs on copper have already caused a spike in costs for American factories, with New York futures trading 25% higher than other global benchmarks on July 8.

China is turning up the heat on Taiwan's defense sector—but the immediate fallout may be limited.

As the global low-Earth orbit (LEO) satellite industry enters a phase of rapid commercialization, demand for high-frequency communication components continues to climb. Taiwanese RF component maker Universal Microwave Technology (UMT) reported a revenue dip in June but remains cautiously optimistic about long-term growth, citing strong demand and a robust pipeline of LEO-related orders.

China's Ministry of Commerce on Wednesday added eight Taiwanese defense contractors to its export control entity list, marking Beijing's latest effort to pressure the island's military-industrial complex despite minimal existing commercial relationships.

Taiwanese display solution provider Coretronic reported an unaudited consolidated revenue of NT$4.09 billion (approx. US$140.06 million) for June 2025, up 34% sequentially from NT$3.06 billion the previous month and 17% year over year from NT$3.49 billion in June 2024.

As the 90-day suspension of reciprocal tariffs introduced by President Donald Trump draws to a close on August 1, 2025, the US has announced new tariff rates for 14 countries. These rates range from 25% to 40%, marking a significant development for international trade relations and industries connected to these countries.

China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.