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    Taiwan unveils new 4-year cybersecurity program to strengthen resilience in AI era
    11min ago
    LG Electronics sets up home appliance plant in southern India
    28min ago
    WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
    48min ago
    BMW predicts US auto tariff increases will be temporary
    56min ago
    Home Tech ICT IT components, peripherals
    Friday 9 May 2025
    Syncmold accelerates global Shift as Q1 revenue surges, eyes leadership beyond China
    Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of display hinges, bases, and precision mechanical components, as well as contributions from new clients.
    Friday 9 May 2025
    Macnica Anstek posts record profit on AI-driven demand and US tariff-fueled pull-ins
    Macnica Anstek witnessed nearly 40% year-over-year revenue growth in the first quarter of 2025, driven by robust demand in AI-related semiconductor testing, industrial automation, and 5G markets. This surge was bolstered by US reciprocal tariff policies encouraging customers to stockpile inventory, strengthening business with companies like AMD, Analog Devices Inc., and Qorvo.
    Friday 9 May 2025
    Trump's tariff war triggers global shipping market upheaval
    Global trade networks are experiencing unprecedented volatility as President Trump's aggressive tariff policies reshape longstanding supply chain patterns, according to industry executives.
    Friday 9 May 2025
    Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival
    Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period and geopolitical uncertainties. The company faced setbacks from supply chain disruptions, particularly shortages of RTX50 series chips, which delayed shipments of high-end gaming notebook power supplies and led to a less favorable product mix. Adding to these challenges, short-term volatility in financial markets triggered losses in non-operating income, dampening overall profitability below expectations.
    Friday 9 May 2025
    Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam
    Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent geopolitical friction and tariff volatility. The company said orders remained steady and projected second-quarter revenue to rise 5-10% sequentially, with mild annual gains. It also warned that tariff uncertainty could resurface later in the year.
    Thursday 8 May 2025
    Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver
    Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.
    Thursday 8 May 2025
    Innolux strengthens leadership as it accelerates transformation beyond display panels

    Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

    Thursday 8 May 2025
    Pegatron sharpens 5G vision with Batam smart factory
    Pegatron Corporation has inaugurated a new factory in Batam, Indonesia, marking a significant milestone as the world's largest 5G smart factory. This facility is notable for being Pegatron's most advanced manufacturing base in Southeast Asia, operating fully on a standalone 5G network architecture.
    Thursday 8 May 2025
    AI blooms as Powertip Image advances into machine vision applications
    Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, achieved a revenue milestone in April 2025 by surpassing NT$100 million (approx. US$3.3 million), marking the highest April revenue on record. The company's cumulative revenue for the first four months of 2025 reached NT$356 million, representing a year-over-year increase of 28.22%.
    Thursday 8 May 2025
    Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
    Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is poised to capitalize on surging demand for AI server components, particularly its battery backup unit (BBU) modules. Anson Chiu, president of Lite-On, reiterated the company's dedication to synchronizing its production with client roadmaps despite external uncertainties.
    Wednesday 7 May 2025
    Value-addition enhancement drives Qisda's gross margin to record-high
    Thanks to product and business portfolio optimization and increased value-added services, Qisda's operating gross margin in the first quarter of 2025 surpassed 17% for the first time, reaching 17.3%. The net profit attributable to the parent company amounted to NT$483 million (approx. US$15.96 million).
    Wednesday 7 May 2025
    MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities
    Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has pushed micro-displays into the spotlight. Meanwhile, Micro LED is emerging as a potential game-changer in silicon photonics, offering high-speed optical communication capabilities. Long-anticipated uses in large-format TVs and automotive displays are finally moving toward mass production, signaling a broad and accelerating wave of commercialization across multiple industries.
    Wednesday 7 May 2025
    Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage
    Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures on its regional rivals. The company has maintained normal order fulfillment without cancellations or shipping delays.
    Tuesday 6 May 2025
    BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures
    Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially in markets outside the US, according to Chairman Z.C. Chen.
    Tuesday 6 May 2025
    US tariff escalation reshapes global server supply chains
    In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly affected by these new tariffs, the ripple effect on global supply chains is undeniable.
    Tuesday 6 May 2025
    Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
    Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US. Ennoconn has altered its initial strategy to build a factory in Mexico, choosing instead to set up a new facility in Tennessee, with operations expected to begin in the third quarter of 2025. Similarly, Advantech is considering the creation of a printed circuit board assembly and contract manufacturing center in the US, signaling a wider industry move toward domestic production as companies adapt to evolving trade policies.
    Tuesday 6 May 2025
    Tariffs support sustained price increases for LCD monitor panels
    Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight panel price increases. For notebook panels, although demand remains steady, supply capacity is relatively ample, keeping market supply and demand balanced and prices stable.
    Monday 5 May 2025
    PTIC expands into new markets with robot vacuum cleaners and drones
    Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, is actively developing niche products beyond notebook computer applications. Its product range includes medical endoscopes, robot vacuum cleaners, smart refrigerators, industrial computers, drones, and security surveillance systems. All these products have already seen actual shipments, mostly to top international brands.
    Monday 5 May 2025
    Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25
    Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators starting in the second quarter of 2025. The company will also initiate trial production of glass core substrates (GCS).
    Wednesday 30 April 2025
    China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

    GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9% increase from the previous year. Net profit attributable to shareholders soared 287.2% to CNY187 million, while EBITDA rose 107.1% to CNY1.415 billion.

    Tuesday 29 April 2025
    Taiwan semiconductor supplier Chang Wah sees recovery despite Trump tariff uncertainty
    Chang Wah Electromaterials (CWE) founder Canon Huang described Donald Trump's tariff policies as highly unpredictable but expressed confidence that market conditions for CWE and its lead frame subsidiary Chang Wah Technology (CWTC) have bottomed out.
    Tuesday 29 April 2025
    Mature chip processes most vulnerable in Trump's tariff storm
    Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
    Tuesday 29 April 2025
    Apple supplier sees no tariff cost-sharing talks, expects tough 2025
    Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration, with no discussions about sharing these costs. Chairman Justin Wang described client reactions as very "chill."
    Monday 28 April 2025
    BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

    BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple with margin compression in a tough market environment.

    Monday 28 April 2025
    Exploring how internet packets shaped path for AI tokens and next wave of smart devices
    Exploring the evolution of information technology highlights intriguing similarities between the internet's core transmission unit, the packet, and the token, which is fundamental to today's AI-driven large language models (LLMs). By examining the development of packets, we can predict the future of token-based technologies and their impact on product development, service models, and industry value chains.
    More IT components, peripherals coverage
    Veeam 6/3 Platform Webinar
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    May 5, 17:05
    Femtum pioneers advanced laser solutions for semiconductor manufacturing, eyes expansion in Taiwan
    Monday 5 May 2025
    Clirio revolutionizes infrastructure management with augmented reality and 3D visualization
    Monday 5 May 2025
    Letenda pioneers innovation in electric bus manufacturing
    Monday 5 May 2025
    Pushing boundaries: Voice AI and LLMs meet edge computing
    MULTIMEDIA
    GeoWatch Weekly: NT Dollar Surge Explained
    INDUSTRY GUIDEBOOKS
    Geopolitics may bring dramatic shifts in semiconductor industry
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES