Taiwan's Largan Precision Chairman En-Ping Lin told shareholders that there's no optimistic reason to expect improvement in the economic outlook and key product markets for the second half of 2025.

Asia Vital Components (AVC) chairman Ching-Hang Shen highlighted the booming demand for cooling solutions, noting that current production capacity still cannot meet client needs. To satisfy orders, AVC has purchased additional land in Vietnam to explore factory establishment feasibility and is currently monitoring the US tariff situation. Additionally, to cater to client requirements, AVC is evaluating the possibility of setting up a prototyping facility in the US, with potential locations including Texas, California, and Seattle.

US restrictions on advanced AI chip exports have hurt two major American semiconductor companies' China performance, but Taiwanese distributor Weikeng Industrial has bucked the trend with surging CPU sales in the world's second-largest economy.

Taiwan's Yageo Corp. said it would keep Shibaura Electronics Co.'s most advanced technology in Japan if it successfully acquires the artificial intelligence (AI) sensor maker.

Largan Precision Chairman En-Ping Lin, known for keeping a low public profile, provided unusually detailed commentary on emerging technology trends, addressing international expansion opportunities in robotics and smart glasses.

The NTU SoC Center convened a forward-looking technology forum on June 5 to explore the future development of AI-powered robots. Industry veterans and thought leaders from Google Taiwan, MediaTek, Delta Electronics, and Realtek participated in the event, sharing insights on the trajectory and hurdles of the emerging field.

Protrade Applied Materials, a subsidiary of Weblink International specializing in the distribution of industrial raw materials, posted a record-high consolidated revenue of NT$6.07 billion (approx. US$203.08 million) in 2024. Despite uncertainties in the global economic and trade markets, the company anticipates steady growth in businesses with rigid demand such as tires, adhesives, and waterproof roofing.

Largan Precision held its annual shareholders' meeting on June 6, with chairman Enping Lin offering a candid view of the global economic outlook and updates on the company's progress in smartphone lenses, smart glasses, and emerging sectors such as humanoid robots.

Taiwan-based optical lens maker Largan Precision has clarified media reports about a legal dispute over the licensing of certain software from a German company, saying the matter has not affected its sales or finances.

Cooling module manufacturer Microloops' initial public offering application passed the Taiwan Stock Exchange's listing review committee on June 3, 2025. However, the case still requires approval from the Taiwan Stock Exchange board of directors. The company is applying for a capital amount of NT$600 million (US$18.5 million), focusing primarily on the research and manufacturing of high-performance cooling solutions. Its products are widely used in cloud AI computing centers, computers and graphics cards, automotive control systems, and new energy vehicles.

Japan's Nittobo raised prices for fiberglass cloth by as much as 20% starting in August, marking the first major increase in materials used for AI servers and 5G equipment as supply shortages intensify.

As global trade tensions resurface, Wall Street insiders have coined a new acronym — TACO (Trump Always Chickens Out) — to mock President Donald Trump's unpredictable tariff strategies, according to reports from CNN and the BBC. The label has struck a nerve with Trump, who views it as a direct challenge to his self-image as a tough, uncompromising negotiator.

A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy.

Taiwan-based tech player Qisda's Chairman Peter Chen noted at the company's shareholders meeting on May 29 that a reversal in business performance in the second half of 2024 would only occur under an "economic recession scenario." Looking ahead, he expects conditions to improve quarter by quarter in 2025, as signs point to a gradual easing of US tariff tensions.

The development of AI servers is creating fresh opportunities in component manufacturing. Small cell maker SYNergy ScienTech (Synergy) has adopted NXO anode materials to develop soft-pack battery modules for use in baseband units (BBUs), differing from the conventional 18650 cylindrical battery modules currently used in BBUs.

Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company president Guo-hui Huang. Furthermore, in light of potential opportunities in Southeast Asia, InWin has established production facilities in Malaysia, with production scheduled to begin in October 2025. The company expects its new business segment in Malaysia to contribute 50% of total revenue in three years.

Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the company is on track to achieve both its revenue and profit targets despite global tariff concerns, as Hiwin's international presence and strong foothold in the North American market have helped minimize the direct impact of trade tensions.

Power supply unit (PSU) manufacturer AcBel Polytech held its annual shareholders meeting on May 28, presided over by company chairman Jerry Hsu. AcBel posted an operating loss of NT$123 million (approx. US$4.11 million) and a loss after tax of more than NT$30 million in 2024, resulting in dissatisfaction among major shareholders with the company's management.

The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.

Catcher chairman Shui-Shu Hung announced that the company is focusing on developing three new sectors: medical, semiconductor, and aerospace, alongside its established information technology industry operations. Excluding the information technology sector, which faces significant uncertainties in the second half of 2025 due to international circumstances, the growth potential in the other new fields is "limitless." He also stated that Catcher has already exited the automotive market, which it had actively pursued previously, saying "goodbye" to automotive.

Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international operations. The move reflects the company's evolution from a sales-led model to a vertically integrated design and manufacturing enterprise.

Despite fresh uncertainty under Trump's second term, Taiwan's technology and trade sectors are showing surprising resilience and even growth. While his unpredictable tariff policies continue to rattle global markets, Taiwan is capitalizing on an AI-driven boom, with January-April 2025 industrial output and exports hitting new highs.

US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who are taking a wait-and-see approach to the volatile policy rhetoric.

Vision care provider Universal Vision Biotechnology (UVB) is developing three core business segments aimed at offering treatments and care throughout the entire life cycle, focusing on vision control for teens and preteens (ages 9–18), refractive laser procedures for adults (ages 20–50), and cataract treatments for seniors (ages 55 and above).