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Saturday 16 August 2025
Trans-Sun reroutes production to Southeast Asia, poised for record year
Trans-Sun Materials Technology posted second-quarter 2025 revenue of NT$344 million (approx. US$11.5 million), up 16.7% from the prior quarter but 5.2% lower year-over-year. Operating profit surged 68% to NT$32 million on a stronger product mix, process improvements, and higher demand for premium applications, while currency appreciation trimmed net profit to NT$20 million.
Friday 15 August 2025
Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring its resilience amid intensifying global trade tensions and persistent tariffs. The company credited strong PC and AI PC sales, along with strategic global manufacturing, for weathering geopolitical headwinds.

Friday 15 August 2025
Apple redesigns US Apple Watch blood oxygen feature to avoid patent dispute
Apple has reintroduced the blood oxygen detection feature on the Apple Watch for US users after redesigning the function and gaining approval from a recent US Customs ruling. The feature, previously disabled due to patent disputes, is now available through a software update.
Friday 15 August 2025
Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward high-margin, niche-market laptops. The company expects further upside in the second half, as demand surges for AI-powered PCs and customers prepare for the end of Windows 10 support.

Friday 15 August 2025
Smart glasses market heats up as optics players vie for early leadership
The smart glasses market is set to enter a critical year in 2025, with competition escalating among European, American, Chinese, and now Taiwanese companies. Taiwan's HTC Corporation officially announced its entry into this sector on August 14, joining a growing number of players aiming to capitalize on the emerging optical wearables industry.
Friday 15 August 2025
HTC AI smart glasses target Taiwan market gap; Taiwan Mobile aims for over 10,000 sales
Taiwan Mobile (TWM) announced on August 14 a strategic partnership with HTC Corp. to exclusively sell the HTC VIVE Eagle AI smart glasses. The company aims for five-digit sales figures and projects Taiwan's smart glasses user base could reach nearly one million within ten years.
Friday 15 August 2025
Taiwan gains competitive edge as China faces steep US tariffs
On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.
Thursday 14 August 2025
Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues
Synnex Technology International Corp. reported a 7% decrease in revenue for the second quarter of 2025, largely due to unfavorable exchange rates and a substantial provision for accounts receivable. Despite these hurdles, the company remains cautiously optimistic about growth in AI servers and cloud computing, anticipating stable operations in the latter half of 2025 similar to the same period in 2024.
Thursday 14 August 2025
Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades
The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain confirms that Apple's early procurement in the first half of 2025 is outperforming initial forecasts by approximately 10%. The third quarter peak season looks promising, and rumors are circulating about a significant redesign of the high-end Apple Watch slated for 2026.
Thursday 14 August 2025
Acer India targets US$1B revenue, expands local manufacturing and retail network
Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and managing director Harish Kohli told Hindu Business Line that the company's topline growth has been fueled by a sharp rise in consumer notebook market share—from 5.5% to over 18% in the past two years—thanks to locally tailored products under the Make in India initiative.
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.
Thursday 14 August 2025
Asus shrugs off forex loss rumors, eyes stronger 2H25
AsusTek Computer reported a net profit after tax of NT$9.806 billion (US$327.25 million) for the second quarter of 2025, defying earlier market concerns over potential foreign exchange losses that were speculated to severely affect profitability. This profit exceeded first-quarter results even after excluding previous bad debt recoveries in India, signaling resilience amid a complex operating environment.
Wednesday 13 August 2025
HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features
HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events will take place in Taiwan, suggesting a coordinated effort between the two companies.
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone market in the fourth quarter of 2025, with analysts projecting Samsung Electronics as the principal disadvantaged party.
Tuesday 12 August 2025
ZillTek looks beyond PCs as automotive and medical sectors gain traction
ZillTek Technology, a digital microphone chipmaker and affiliate of MediaTek, reported lower second quarter 2025 revenue and profit margins on Wednesday, citing the strengthening New Taiwan dollar as a major headwind. However, the company struck a cautiously optimistic tone for the second half of the year, pointing to growth potential in automotive and hearing aid applications.
Tuesday 12 August 2025
Parade sees strong 2H25 with high-speed product growth and USB4 adoption
During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better product mix. Among these, high-speed transmission products accounted for a far higher revenue share compared to other applications. Even though display and touch products showed weaker momentum, they still successfully supported overall operations.
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal 2025 first-quarter earnings call.
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts to diversify production outside of China. However, Apple's supply chain partners insist the transition is still ongoing — especially for its Mac line — with two clear strategic priorities: relocating operations to Southeast Asia and significantly increasing automation.
Monday 11 August 2025
Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share
Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production by the end of the third quarter of 2025, a schedule that could see full system assembly begin before the end of the year. Apple has not confirmed the plans.
Monday 11 August 2025
Sharp reports net profit after asset sale
Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last year despite an 11% decline in revenue. The profit turnaround was partly driven by gains from the sale of assets at its Sakai, Osaka LCD panel factory to KDDI Corporation.
Friday 8 August 2025
Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared to the first quarter of 2025. Although regulations prevent disclosing specific forecasts for the third quarter, shipment strength is expected to be similar to the second, with short and rush orders likely to contribute as well.
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such as automotive, AR/VR, and AI-powered PCs.
Thursday 7 August 2025
Nintendo sales drive Weblink International's July revenue to record high
Consumer electronics distributor Weblink International reported record monthly revenue of NT$3.56 billion (US$119 million) in July 2025, marking a 65.5% year-over-year increase. The cumulative revenue for the first seven months of 2025 reached NT$16.47 billion, representing 20.32% growth compared to the same period last year.
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.