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Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft.
Wednesday 10 December 2025
HTC's AI glasses expand to Hong Kong and target Greater China
After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its official social media channels that Vive Eagle will debut in Hong Kong on December 10, 2025. Expanding the sales regions is expected to boost HTC's overall business performance.
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure. Benefiting from its two major product lines—protection & energy storage components and semiconductors—revenue contributions from networking and consumer electronics have grown significantly, turning operations from a loss to profit in the third quarter of 2025. The company is optimistic about 2026 revenue growth.
Wednesday 10 December 2025
Compal expects 2026 PC shipments to match 2025 levels
ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the first 11 months reached NT$691.548 billion, a decline of 18.27% compared to last year. Compal stated that its fourth quarter shipment performance aligns with previous forecasts: PC shipments are expected to slightly decrease, while non-PC server shipments will grow.
Tuesday 9 December 2025
Apple Silicon chief stays amid wave of leadership departures
In the wake of multiple high-profile resignations at Apple, Johny Srouji, the company's senior vice president of hardware technologies responsible for its in-house chip development, has reassured staff that he plans to stay with the firm for the foreseeable future. His statement came after reports suggested he was considering leaving.
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions.
Tuesday 9 December 2025
Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies
Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company is developing two product categories: audio-only glasses that interface with its Gemini assistant, and eyewear with built-in displays capable of showing navigation, translations, and other augmented-reality overlays.
Monday 8 December 2025
India roundup: India flip-flops on mandatory security app installation
India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.
Sunday 7 December 2025
Asus: Cross-device collaboration to drive next PC evolution
Shawn Yen, senior vice president of the Consumer Group at Asus, said the most compelling value of AI PCs will emerge from seamless collaboration across devices, although the pace of adoption remains constrained by limited hardware availability. He shared his views in a recent interview with DIGITIMES.
Friday 5 December 2025
Taiwan's Elan reports lower November sales as global uncertainty weighs on demand

Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue for November 2025, a decline of 3.5% from a year earlier and 5.1% from October. The company attributed the slowdown to the fourth quarter's traditional weak season for consumer electronics and to rising global uncertainty driven by trade-policy shifts and geopolitical tensions, which have made brand customers more cautious in both marketing and procurement.

Friday 5 December 2025
Smart glasses market faces five key challenges
The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands and supply chain players face the same five major barriers that must be addressed.
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects the industry's pivot toward high-margin DDR5 and HBM for AI applications, driven by surging GPU and AI chip demands.
Thursday 4 December 2025
Acer emphasizes strengthening PC fundamentals before AI PC mass adoption
In a DIGITIMES interview with Acer's Chao-Guang Yang, senior vice president of the Computing Software Technology Division, Yang stated that an AI PC is essentially still just a more advanced PC. Every major technological upgrade ultimately comes down to applying the newest technologies to make a "better" PC. Most AI PC upgrades are built upon fundamentals such as performance, battery life, lighter design, and integrated peripheral AI functions. The core of Acer's strategy boils down to making improvements that consumers can naturally adapt to, which will enable smoother penetration into the mass market.
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware, tightens supply and inflates component costs, according to reports by ZDNet Korea and cited by Wccftech. The shortage is pushing major PC makers such as ASUS, Acer, and Lenovo toward higher 2026 pricing, with ZDNet Korea reporting industrywide plans for increases of at least 20 percent.
Thursday 4 December 2025
Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education
Qualcomm is hosting another summit with Taiwan's local PC ecosystem by the end of 2025, following its 2023 event. Kedar Kondap, Qualcomm's senior vice president responsible for PC and gaming computing divisions, delivered a keynote speech in Taiwan and spoke exclusively with DIGITIMES.
Thursday 4 December 2025
Malaysian bank extends financing to Huawei Malaysia for digital infrastructure
AmBank Group has provided MYR350 million (approx. US$84.74 million) in financing to Huawei Technologies (Malaysia) Sdn Bhd to support the development of Malaysia's digital infrastructure, including its second 5G network. The funding is intended to advance Malaysia's digital transformation and encourage further foreign investment by offering tailored financing solutions, according to Bernama.
Thursday 4 December 2025
Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024.
Wednesday 3 December 2025
AI companion toys break out in China after Huawei's sell-out launch

AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate.

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.
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.
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.
Thursday 27 November 2025
Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push
Despite challenges in the global consumer electronics market, Acer's subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this performance to the company's strategic focus on edge devices powered by artificial intelligence, positioning Acer Gadget for long-term growth despite a difficult macroeconomic outlook expected in 2026.
Thursday 27 November 2025
China sets its strictest power-bank standard yet, triggering industry reset
China is set to roll out what industry players call the strictest-ever safety standard for power banks. Reports from Sina and China National Radio say the new "Safety Technical Specification for Power Banks" will reshape the sector by removing non-compliant legacy capacity and lifting safety requirements to unprecedented levels.
Thursday 27 November 2025
Apple challenges India's new antitrust penalty rules over threat of multibillion-dollar fines
Apple has taken the unusual step of mounting a constitutional challenge against India's revised antitrust penalty framework, arguing that a new rule allowing penalties based on a company's global turnover exposes it to disproportionate fines and violates basic principles of fairness. The dispute, first reported by Reuters, marks the most significant pushback to date against India's tougher competition regime and underscores growing tension between global tech giants and New Delhi's regulators.
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.