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Wednesday 3 December 2025
EOC reshapes into integrated supply chain eyeing AI and semiconductors
Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.
Wednesday 3 December 2025
China's AI glasses market splits in two as ultra-low-cost models flood in
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products.
Wednesday 3 December 2025
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling, micro-drill development, and technology and market expansion for AI servers and advanced IC substrates.
Wednesday 3 December 2025
China's Kingboard raises prices again as copper and fiberglass costs soar

Following price-hike announcements from Taiwan's major copper-clad laminate (CCL) makers, including Nan Ya, China's market leader Kingboard Laminates Holdings has issued its third price increase in less than a year, citing a sharp surge in copper prices, tightening supplies of electrolytic copper, and an increasingly strained fiberglass market. Confronted with mounting cost pressures, the company said it would implement broad price adjustments on all materials beginning December 1.

Monday 1 December 2025
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage in the market. To address this trend,Formosa Plastics subsidiary Nan Ya Plastics and Japan's leading manufacturer Nitto Boseki (Nittobo) have announced a strategic partnership focused on specialized glass-fiber fabrics.
Monday 1 December 2025
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
Saturday 29 November 2025
TaiDoc bets on smart rings and CGM as health monitoring demand surges
Medical device maker TaiDoc is optimistic about prospects in multifunctional personal physiological monitoring platforms amid growing awareness worldwide for suboptimal health conditions, with significant growth expected for the company's two main product lines: multiparameter measurement platforms and consumer smart ring devices.
Saturday 29 November 2025
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper, integrated AR models. The industry sees AR as the next personal computing device tied closely to smartphones.
Friday 28 November 2025
Acer service arm HSN set to extend double-digit growth into 2026, eyeing presence in India or China
Acer Group subsidiary Highpoint Service Network (HSN) is charting its next phase of expansion after recording three consecutive years of double-digit growth, driven by a "multi-country, multi-product, multi-brand" strategy. Chairman Andrew Hou said the company is evaluating market entry into India or China and aims to maintain double-digit growth through 2026.
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply chains. Most remain in the sampling or small-batch shipment stage, but industry analysts say their products are often highly interchangeable. As a result, turning this cross-sector move into a meaningful revenue surge remains challenging.

Friday 28 November 2025
Automakers under siege: cyberattacks threaten electric and digital transformation
As mainstream automakers accelerate their push toward electrification and digitalization, an "invisible siege" from the digital world is rapidly closing in. Hackers are no longer just stealing data; they are exploiting vulnerabilities exposed during costly upgrades to automotive electronic/electrical (E/E) architectures, complicating the industry's already high-stakes transformation.
Friday 28 November 2025
Taiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands

Kinko Optical signaled an ambitious push into space-related components and next-generation optics at an investor briefing on the 25th, with senior executives outlining plans to enter the US low-Earth-orbit (LEO) satellite supply chain and expand aggressively in infrared lenses, waveguides, and optical engines.

Thursday 27 November 2025
Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart's deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.
Thursday 27 November 2025
Data Image enters drone market with new Taoyuan production line

Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support growing demand. President Phil Yu said the company is developing high-brightness, ruggedized screens for drone controllers and outdoor consoles, with the line currently in trial production.

Thursday 27 November 2025
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include optical Schrödinger cat state generators using heralded photon pairs and high-integration polarization-entangled Bell-state quantum light source chips.
Thursday 27 November 2025
Qisda leads Taiwan ICT sector with extensive medical expansion
Qisda Corporation has continued to expand its medical footprint, achieving consolidated revenue of NT$22.3 billion (US$709 million) in the first three quarters of 2025, with the traditionally strong fourth quarter expected to push full-year revenue beyond NT$30 billion. Chairman Peter Chen highlighted Qisda's extensive and deep medical sector presence as among the top in Taiwan's information and communications technology (ICT) industry, setting it apart from other major industry players. Furthermore, Qisda is now actively expanding into medical markets in Southeast Asia after establishing a solid base in Taiwan, with future plans targeting Europe and the US.
Thursday 27 November 2025
Anpec experiences spillover effects from memory price increases
Power management IC (PMIC) supplier Anpec Electronics held its investor conference on November 24, 2025, stating that multiple product lines for 2026 have already passed the design-in stage and are about to enter mass production. Although the 2025 comparison base is already relatively high, the company still hopes to achieve double-digit growth in 2026.
Wednesday 26 November 2025
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins. Several networking companies acknowledge that tight DDR4 supply has become a structural issue, affecting nearly all product lines. Analysts and executives warn that gross margins could come under sustained pressure through 2026, prompting firms to negotiate with customers to share the burden of rising costs.
Wednesday 26 November 2025
Yongyu unveils paper-based tubes and EU-compliant laminates for 2026 rollout, eyes aggressive global expansion
Taiwan-based Yongyu Plastics is advancing the development of paper-based soft tubes that significantly reduce plastic usage and deliver 30% more carbon reduction than conventional plastic tubes. These environmentally friendly products are scheduled to enter the market in 2026, according to Chairman Wei-cheng Wang.
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and shipment volumes. This momentum is driving up the share of AI server products in its portfolio, with analysts expecting AI-related revenue to account for about 70% of total sales by the fourth quarter of 2025 and exceed that level in 2026.
Tuesday 25 November 2025
LG courts China's robotics ecosystem for humanoid push
LG Group is stepping up its humanoid robot efforts by developing proprietary physical AI models and exploring potential partnerships within China's robotics ecosystem—moves that have drawn significant attention.
Tuesday 25 November 2025
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating AI algorithms, the company targets applications across recycling, agriculture, food safety, home appliances, and security industries, aiming to become the smartphone's "fourth camera lens."
Monday 24 November 2025
NSK develops humanoid robot actuators, targets 2028 launch
Japan-based NSK has announced the development of actuators capable of enabling agile movements in humanoid robots. These drive products include rotary actuators for joints such as shoulders and elbows, as well as linear actuators for arms and legs, achieving both miniaturization and lightweight design.
Friday 21 November 2025
eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments from major customers that negatively impacted gross margin and overall performance in the third quarter of 2025. However, although revenue from optical modules has dropped due to lower shipments, inventory adjustments are expected to end by year-end.