Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence (AI) servers.

Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models. Second-quarter prospects remain weak, with monthly shipments expected to stay below 400,000 units due to seasonal demand lulls, rising tariff risks, and currency headwinds from a strengthening New Taiwan dollar.

Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.

Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.

In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they increased their investment in 2023 by constructing a new factory, which began operations in 2025 and started mass production earlier this year. This modern facility is now a key site for Pegatron's deployment of 5G Open Radio Access Network (5G O-RAN) business applications.

According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.

Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance and future growth potential. Regarding financial forecasts for the next quarter, MediaTek expresses more optimism than Qualcomm, anticipating possible growth quarter over quarter.

Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that belies such dire characterizations. Apple CEO Tim Cook has actively engaged with various critical issues, drawing public attention and providing clear strategies and explanations. However, investor confidence in Apple's long-term trajectory remains tepid, largely due to the murky outlook surrounding US tariff policies.

Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional slowdowns, the company's stronger-than-expected results have sparked cautious optimism across its supply chain, particularly among component manufacturers preparing for the upcoming iPhone refresh later this year.

RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not yet undergone significant adjustments. Operationally, RichWave expects second-quarter 2025 performance to be on par with the previous quarter.

Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase compared to April 2024. The cumulative consolidated revenue from January to April totaled NT$18.954 billion (US$615 million), marking a 28% growth year-on-year.