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Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in the fourth. However, the company's electronic chemicals segment shows promise for the latter half of the year, building upon its revenue and profit growth in the first half, with its current focus on semiconductor front-end process chemicals, photosensitive polyimides (PSPI) for back-end packaging, and low-temperature materials for displays.
Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China.

Tuesday 26 August 2025
AI takes center stage at IMID 2025 as Samsung Display, LG Display showcase innovations
The 25th International Meeting on Information Display (IMID 2025) recently took place in South Korea, in which the two leading Korean panel manufacturers both centered on artificial intelligence (AI) as the future for the display industry. Samsung Display (SDC) presented a substantial number of AI-related research papers, while LG Display (LGD) delivered a keynote speech outlining technological prospects in the AI era.
Tuesday 26 August 2025
Taiwan's optical makers bet on AI wearables, but profits remain out of sight
A wave of AI-powered products—particularly smart glasses—is sweeping across the tech landscape, and Taiwan's optical component makers are rushing to stake their claim. Yet whether this surge of interest will translate into sustainable profits remains an open question.
Tuesday 26 August 2025
Taiwan's automotive lens market looks promising, but hurdles from China remain

As the global auto industry shifts toward electrification, autonomy, and digitalization, the collection and processing of data have become central to innovation, particularly in autonomous driving. Automotive cameras, despite their compact size, are now mission-critical components. For Taiwan's optical manufacturers, the sector presents a tempting opportunity. Yet two formidable obstacles remain: China's early dominance in the market, and automakers' prioritization of cost over quality.

Monday 25 August 2025
Taiwan's Data Image to mass-produce large ship displays at Vietnam plant 1Q26
For Taiwan's display solutions provider Data Image, 2025 will be a fruitful and pivotal year. The company is shifting its focus from primarily touch panel products to more advanced display system solutions, with particular emphasis on large professional ship displays, according to CEO Phil Yu.
Monday 25 August 2025
Weekly news roundup: Huawei found to use outdated 5nm; Google launches 270M AI model; China's new E-Beam tool
Below are the key DIGITIMES Asia stories from August 11 to 17, 2025. Firstly, a recent teardown confirms that Huawei's Kunpeng 930 chip still relies on TSMC's outdated 5nm process due to US sanctions that restrict its data center growth. Meanwhile, Google has made a significant move by launching the Gemma 3 AI model with 270 million parameters, explicitly designed to lower power consumption on mobile devices. Concurrently, China has successfully unveiled its first homegrown electron-beam lithography machine, although it faces substantial challenges in achieving mass production.
Friday 22 August 2025
ITC ruling against BOE opens door for South Korea, Taiwan's Novatek under pressure
The US International Trade Commission (ITC) has issued a preliminary ruling against China's BOE, banning its OLED panels from the US market for nearly 15 years. The decision opens opportunities for South Korean panel makers but raises risks for Taiwanese DDI suppliers closely tied to BOE, including Novatek.
Wednesday 20 August 2025
Foxconn and Nobel Medical join forces to revolutionize AI-driven eye care and AR glasses
The convergence of artificial intelligence and medical technology is reshaping global healthcare, with digital health applications increasingly transforming patient care. In a significant move to accelerate these innovations, Foxconn and Nobel Medical Group formally signed a memorandum of understanding on August 19, 2025, pledging deep collaboration in key areas, including AI-powered retinal imaging analysis, clinical research on near-eye display technology for visual comfort, and the cross-sector digital health alliance known as Harmony in Medical and Technology HiMEDt.
Friday 15 August 2025
E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson Lee acknowledged that the company's production capacity has been thoroughly eclipsed by customer demand. He projected that the second quarter would mark the year's revenue peak, with the third quarter likely holding steady, albeit not exceeding the second quarter, and the fourth quarter experiencing some deceleration—possibly pushing some volume into early 2026. Overall, however, Lee assured that 2025 would see solid operational performance, with momentum carrying into 2026.

Friday 15 August 2025
U-Best optimistic about operational growth in 2H25
Taiwan-based polymer materials supplier U-Best Innovative Technology reported a consolidated revenue of NT$356 million (approx. US$11.9 million) in the second quarter of 2025, a 102% increase compared to the same period in 2024. Benefiting from the synergies of group integration, the company continued to optimize its product portfolio and strictly control costs and expenses, driving second-quarter gross profit to NT$80 million.
Friday 15 August 2025
E Ink sees 41% YoY revenue increase in 1H25
Electronic paper giant E Ink Holdings reported a consolidated revenue of NT$10.63 billion (approx. US$355.34 million) in the second quarter of 2025, a year-over-year increase of 39%, benefiting from customers' advanced pull-ins. Operating profit in the second quarter reached NT$4.2 billion, soaring 166% compared to the same period last year, while the net income attributable to the parent company was NT$2.97 billion.
Thursday 14 August 2025
Ennostar targets AI optical communication and microLED as future growth drivers
Facing a stronger New Taiwan dollar and intensified competition in the LED industry, Ennostar reported an expanded loss in the second quarter of 2025. However, its microLED technology is set to enter trial production for end-market applications, with expectations to contribute significantly to revenue over the next two years.
Thursday 14 August 2025
Seoul Semiconductor leverages extensive patent portfolio, Wicop technology to accelerate Micro LED growth
Seoul Semiconductor, South Korea's leading LED manufacturer and the world's third-largest by market share in 2024, is intensifying its push into the fast-expanding micro LED sector. Backed by more than 18,000 patents, the company is deploying its proprietary Wicop technology to secure an edge in next-generation displays.
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.
Wednesday 13 August 2025
Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics Corp., and Darwin Precisions Corp. have each forged distinct strategies after years of investment and restructuring. While emerging businesses remain in their early stages, all three companies are betting on strong long-term growth.
Tuesday 12 August 2025
Coretronic sees July revenue drop by 23%
Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million) in June and a 13% decline year-over-year. The company's cumulative consolidated revenue in the first seven months of 2025 reached NT$21.477 billion (US$719 million), down by 5% from the NT$22.719 billion (US$760 million) during the same period in 2024.
Tuesday 12 August 2025
Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut.
Monday 11 August 2025
TPK Holding posts profit surge on rush orders, warns of softer 2H25
TPK Holding reported strong second-quarter earnings as clients pulled in orders ahead of potential tariff changes, fueling a surge in tablet panel demand. Revenue rose more than 30% sequentially, with gross margin climbing to 6.6%. Net profit attributable to shareholders hit NT$430 million (US$14.6 million) — its best quarterly result since late 2020. The company expects second-half revenue in US dollar terms to fall by about 10%, but aims to keep gross margins above 5%.
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation of the New Taiwan dollar exchange rate and gold prices, Novatek's revenue and profit for the second quarter of 2025 fell short of expectations. The company expects a lackluster peak season for the third quarter due to multiple uncertainties, with all three major product lines unlikely to achieve growth compared to the second quarter.
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 key clients.

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 its organizational structure and reduce operating costs, HannStar's board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer Innolux, which recently shut down its Fab 5 to adjust capacity.
Wednesday 6 August 2025
Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months of 2025 totaled NT$31.665 billion, representing a 14% increase compared to the same period in 2024.