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Monday 30 June 2025

Hu Lane anticipates recovery in 2H25 amid profit challenges from currency swings

Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate volatility. The company reported weaker-than-expected profit performance during this period, with most industry players similarly affected by sharp currency fluctuations. Hu Lane chairman Tzu-hsiung Chang noted the compounded impact of short-term exchange rate swings on the supply chain's performance, causing losses across the sector.

Monday 30 June 2025

Kinpo Group adopts cautious stance amid tariff uncertainties, plans capacity expansions

In an earnings call on June 27, 2025, Kinpo general manager Wei-Chang Chen acknowledged that tariff uncertainties have led some clients to adopt a more conservative purchasing approach. However, Chen emphasized that the full impact will only become clear once tariff policies are finalized. Looking ahead to the remainder of 2025, Kinpo aims to maintain full-year performance at levels comparable to 2024, measured in US dollars.

Monday 30 June 2025

Vietnam gets the edge as GTOC targets smart cockpit glass boom

G-Tech Optoelectronics Corporation (GTOC) projects stable operational performance in the second half of 2025 despite challenges from reciprocal tariffs and fluctuations in the New Taiwan dollar exchange rate. Chairman Tony Chung reaffirmed the company's dedication to next-generation material technology as it moves forward with strategic development plans.

Monday 30 June 2025

Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push

Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers.

Monday 30 June 2025

Canada orders Hikvision to cease local operations

Canadian Industry Minister Melanie Joly said her government ordered Hikvision Canada to cease all operations in the country and close its business.

Monday 30 June 2025

Apple supplier Lens Tech seeks up to US$606M in HK listing

Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second trading foothold in the financial hub.

Monday 30 June 2025

AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.

Monday 30 June 2025

India roundup: Taiwanese firm on thin ice over Indian investments

Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.

Monday 30 June 2025

Optical makers eye busy third quarter with cautious optimism

The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.

Friday 27 June 2025

Taiwan's TBI Motion targets humanoid robot components as China sales face pressure

TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.

Friday 27 June 2025

Niching sees strong growth ahead as AI boosts demand for advanced packaging

As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.

Friday 27 June 2025

Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25

The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited device replacement cycle.

Friday 27 June 2025

BizLink expands in Tainan with new tech center focused on sustainability

In a move to strengthen its technological R&D and localized manufacturing capabilities, global interconnect solutions provider BizLink Holding Inc. formally inaugurated its Advanced Technology Center (transliteration) in Tainan, Taiwan, on June 26. The facility marks a strategic investment in both high-end production and sustainable development as the company deepens its presence in Taiwan.

Friday 27 June 2025

Taiwan enlists Micron to lead central region manufacturing upgrade

Taiwan's government unveiled a plan to transform four central counties into global smart manufacturing hubs, with chipmaker TSMC and memory giant Micron Technology leading smaller firms in the upgrade effort.

Friday 27 June 2025

GEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul

Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical plugs, GEM Terminal Industry is optimistic about a significant boost to its operations beginning in the third quarter of 2025.

Friday 27 June 2025

Taiwanese MCU players pushing into AI, auto, health applications to battle global uncertainties

The ongoing volatility in the global political and economic landscape, from escalating US tariffs and continuous appreciation of the New Taiwan dollar to heightened uncertainty in the Middle East, has led semiconductor supply chains to adopt a cautious outlook for the third quarter of 2025. Despite external pressures, Taiwanese microcontroller unit (MCU) players are actively targeting diverse application markets, seeking breakthroughs to uncover new business opportunities amid headwinds.

Friday 27 June 2025

Lutnick says US-China trade truce signed, 10 deals imminent

The US and China finalized a trade understanding reached last month in Geneva, US Commerce Secretary Howard Lutnick said, adding that the White House has imminent plans to reach agreements with a set of 10 major trading partners.

Friday 27 June 2025

Megawin shifts focus beyond China as automotive and industrial applications drive growth

Taiwanese Micro Controller Unit (MCU) maker Megawin Technology announced a strategic pivot toward non-China markets during its investor conference Monday, signaling early success in its global expansion strategy and a growing emphasis on automotive and industrial sectors.

Friday 27 June 2025

Taiwan dollar surge squeezes manufacturer margins

While the world braces for potential fallout from the Trump administration's escalating trade war, Taiwanese manufacturers are already reeling from a different kind of shock: a surging local currency that's eroding their razor-thin margins.

Friday 27 June 2025

Taiwan's robotics ambitions hinge on closing AI software gap

The global robotics boom, driven by generative AI, is putting Taiwan's hardware-driven supply chain back in focus. But its competitive edge remains constrained by a major weakness: limited capabilities in software development and decision-making systems.

Thursday 26 June 2025

China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs

Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities have recently instructed domestic rare earth companies to submit detailed personnel rosters, including technical qualifications, research experience, and personal data. The move is part of a broader effort to establish a national-level database aimed at preventing technology leaks.

Thursday 26 June 2025

Acer's Stan Shih says Taiwan's vertical disintegration drove tech ascent; Intel missed shift

Acer Group founder Stan Shih said Taiwan's industrial transformation from vertical integration to vertical disintegration has been crucial to its tech rise, noting that US chip giant Intel stood alone in resisting this industry-wide change.

Thursday 26 June 2025

Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth

Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies, driving shipment momentum for standard materials. The Taiwan-based manufacturer expects consumer electronics demand to face headwinds from macroeconomic volatility, though it doesn't anticipate destocking pressure in the second half of 2025.

Thursday 26 June 2025

Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady

Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain recovery in the third quarter of 2025. Uncertainty continues to mount, as second-quarter inventory buildup remains unresolved and consumer sentiment grows increasingly cautious, especially in the US.

Thursday 26 June 2025

Eight teams showcased at NIAR annual startup awards

The National Institutes of Applied Research (NIAR) hosted the selection and award ceremony for the first phase of the 2025 From IP to IPO (FITI) project on June 25, during which honorary dean and Acer founder Stan Shih stressed that innovation and entrepreneurship must focus on creating value. In his words, entrepreneurs should transform investments into tangible values that the market recognizes and appreciates.

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