As the global race to build "sovereign AI" gains momentum, Southeast Asia is carving out a strategic role in the next wave of digital infrastructure, and the Johor-Singapore Special Economic Zone (JS-SEZ) is emerging as a focal point. High-profile moves, like Nvidia CEO Jensen Huang's recent visit to the Middle East, have spotlighted the growing link between AI innovation and national policy. In Southeast Asia, JS SEZ is becoming a real-world testbed for how governments can work together to support AI-powered industries.
Tecom Co., Ltd., a network communications subsidiary of the TECO Group, announced on July 2 that chairman Chao-kai Liu has stepped down from his position due to personal reasons. The board of directors has appointed Su-chiu Wu, vice chairperson of TECO Electric & Machinery, as Liu's successor, effective immediately.
As global aerospace demand strengthens, Taiwanese manufacturers are expanding beyond traditional electronics and into high-value aviation components. Jinpao and Nafco, two leading industrial players, are securing major contracts with global aerospace leaders as part of a broader strategy to diversify revenue streams and enhance long-term growth stability.
Aerospace components manufacturer Nafco reported a notable rebound in revenue for June, with monthly sales reaching NT$339 million (approx. US$11.7 million), marking a 13% increase from May and a year-over-year rise of 22.2%. For the first half of 2025, the company posted cumulative revenue of NT$1.923 billion, up 13.04% from the same period last year.
The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.
With customers pulling in orders ahead of schedule, E Ink Holdings expects the second quarter of 2025 to be its strongest second quarter on record — traditionally, its peak performance has come in the third or fourth quarters. The company remains optimistic about the third quarter while the fourth quarter will depend in part on clarity around global tariff policies. Nevertheless, E Ink has dubbed 2025 the "first year of large-format e-paper," with digital signage projected to become its largest revenue stream in the near future.
