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Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Friday 11 July 2025
Samsung capitalizes on Apple's product gap with new foldable phone pre-orders
Samsung Electronics announced that its new Galaxy Z series foldable smartphones and Galaxy Watch 8 series smartwatches will be available for sale starting July 25, 2025. The company has begun a pre-order campaign in Taiwan to accelerate sales, especially targeting the 12GB+512GB foldable model.
Friday 11 July 2025
Apple bleeds AI talent as tech giants wage salary war
Apple, having yet to launch its promised AI-enhanced Siri voice assistant, now confronts an escalating exodus of its artificial intelligence experts. Key personnel, including Ruoming Pang, head of Apple's Foundation Models team, are reportedly leaving for competitors like Meta Platforms, raising concerns about Apple's future in AI innovation.
Thursday 10 July 2025
Samsung Harman to pay US$1.45 million settlement for violating US Iran sanctions
Harman, a subsidiary of Samsung Electronics Co. specializing in audio and automotive electronics, has agreed to pay a US$1.45 million settlement for violating US sanctions on Iran. The penalty follows an investigation by the US Department of the Treasury's Office of Foreign Assets Control (OFAC).
Thursday 10 July 2025
OpenAI completes merger with Jony Ive's io products
OpenAI has officially merged with io Products, Inc., a hardware-focused startup founded by former Apple designer Jony Ive. The move formalizes a two-year collaboration that began between Ive, his creative collective LoveFrom, and OpenAI CEO Sam Altman.
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?
Thursday 10 July 2025
Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major challenge. Samsung Electronics unveiled its latest Galaxy Z foldable series on July 10, 2025, emphasizing slimmer, lighter designs—a trend seen as critical in the next phase of smartphone innovation.
Thursday 10 July 2025
Apple readies first upgrade to its struggling Vision Pro headset
Apple Inc. is planning to introduce its first upgrade to the $3,499 Vision Pro headset as early as this year, aiming to improve the performance and comfort of a device that has been slow to catch on with consumers.
Thursday 10 July 2025
Samsung bets on AI and foldables with Galaxy Z Fold7 launch
Samsung Electronics Co. introduced its newest flagship foldable smartphones under the Galaxy Z series on July 9, alongside updated wearable technology, including the Galaxy Watch 8. The company combines hardware improvements with generative AI capabilities to enhance the mobile experience and aims for continued growth in its mobile hardware segment.
Wednesday 9 July 2025
Apple COO shake-up comes amid trade tensions and AI competition
Apple has announced that Jeff Williams will step down as chief operating officer (COO) later this month, with Sabih Khan, the company's senior vice president of Operations, set to assume the role in a planned leadership transition. Williams will continue to oversee Apple's design team and Health initiatives until his retirement later this year.
Wednesday 9 July 2025
Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push
Meta Platforms Inc. bought a minority stake in the world's largest eyewear maker, EssilorLuxottica SA, a deal that increases the US tech giant's financial commitment to the fast-growing smart glasses industry, according to people familiar with the matter.
Tuesday 8 July 2025
LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit
LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly compared to the same period in 2024. LG stated that the burden of tariff costs and intensified market competition were major reasons for the decline.
Tuesday 8 July 2025
China Resources takes control of Konka in bid to forge chip-to-device tech giant
In June 2025, China's State Administration for Market Regulation (SAMR) approved China Resources (CRC)'s acquisition of Konka Group without conditions, marking a key move in CRC's expansion into consumer electronics and semiconductors. With the deal now confirmed, the focus shifts to CRC's biggest hurdle: reviving Konka's underperforming business through innovation and restructuring.
Monday 7 July 2025
LG achieves growth despite declining TV demand
Amid falling TV demand and pandemic-driven high inventories, LG Electronics Taiwan president Kevin Jeong said the company aims to boost demand through product innovation and new business models. The surge in shipments brought by COVID-19 are still being digested.
Friday 4 July 2025
Chicony revenue rises on keyboards, power supplies as tariff uncertainty looms
Taiwan's Chicony Electronics posted June revenue of NT$8.35 billion (approx. US$288 million), up 2.7% from May but down 0.2% year-over-year, as tariff uncertainty and currency headwinds offset gains from keyboard and power supply products.
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports to the US from a previously reciprocal rate of 46% to 20%. While the tech and electronics industries generally welcomed the announcement, experts say the real game-changer may lie in a lesser-discussed clause: a 40% tariff on transshipped goods. The details of its implementation—and the criteria for what qualifies as transshipment—remain unclear.

Wednesday 2 July 2025
Chunghwa Telecom enters smart camera market to capture image-based care business opportunities
Taiwan's telecom operator Chunghwa Telecom (CHT) has launched the Hami Cam AI smart camera, targeting the growing demand for companionship and remote care amid social changes such as an aging population and increased pet ownership. The new device aims to strengthen CHT's position in the competitive smart home camera market.
Wednesday 2 July 2025
E Ink develops e-paper solution using Intel technology, eyeing notebook market
E Ink Holdings, a leading manufacturer of electronic paper displays, has announced the creation of a new notebook (NB) e-paper touchpad solution. It integrates color e-paper with notebook touchpads by utilizing Intel Corporation's Smart Base technology, Innovation Platform Framework (IPF), and AI Assistant Builder. The combined technology offers a visualized, AI-assisted human-machine interface tailored for notebook users.
Tuesday 1 July 2025
Memory market rebounds: OSE projects quarterly growth through 2025
Benefiting from a surge of rush orders spurred by US tariffs and steadily rising demand from AI server customers, memory packaging and EMS firm OSE is seeing its business momentum pick up in the first quarter of 2025. The company anticipates sequential revenue growth throughout the year, with stronger performance in the second half compared to the first.
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.
Wednesday 25 June 2025
China's 618 shopping festival fizzles as subsidy impact wanes, IC demand stalls
China's month-long 618 shopping festival ended last week, with supply chain sources viewing it as the final boost from fading government subsidies. While past shopping events often spurred strong sales, the 2025 edition saw limited momentum as subsidy effects diminished by the second quarter.
Wednesday 25 June 2025
China’s 618 shopping festival fails to ignite memory market as prices outpace demand

China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this year, highlighting persistent weakness in domestic demand and mounting challenges for the memory and storage sectors.

Wednesday 25 June 2025
China's 618 shopping fest loses steam as subsidy rules curb promotional tactics
China's annual 618 Shopping Festival delivered weaker sales momentum this year as government subsidy programs curtailed retailers' ability to deploy aggressive pricing strategies, according to PC industry executives.
Wednesday 25 June 2025
China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost
The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish domestic consumption. This resurgence is attributed largely to robust government subsidy policies and aggressive e-commerce promotions.
Wednesday 25 June 2025
Clevo expects revenue rebound in 2Q25 amid new products and strong Asia-Pacific demand
Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to see increased shipments and revenue in the second quarter, driven by new product releases and changes in manufacturing trends.