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Monday 14 July 2025
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Monday 14 July 2025
BOE pivots beyond displays to glass substrate packaging, perovskite solar
BOE Technology chairman Chen Yanshun revealed at the 2025 BOE Investor Day that the company will pivot toward glass substrate packaging and perovskite solar cell (PSC) technology...
Monday 14 July 2025
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
On July 11, 2025, Tsinghua Unigroup marked three years since its strategic overhaul with a strong performance report highlighting its resurgence in China's high-tech sector. Over...
Monday 14 July 2025
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated...
Monday 14 July 2025
E-paper industry set to reach US$10 billion as ESG trends drive adoption
Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens...
Monday 14 July 2025
MediaTek posts 33-month revenue high in June, meets 2Q25 financial target
MediaTek posted a 33-month revenue high of NT$56.43 billion (approx. US$1.92 billion) in June 2025, up 24.91% from the previous month and 30.96% year over year. Overall revenue in...
Monday 14 July 2025
E-paper chip demand stays strong amid tariff rush
E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...
Monday 14 July 2025
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...
Monday 14 July 2025
Taiwan launches smart robotics talent program to compete with semiconductor sector
Taiwan is positioning robotics as a national growth engine, with Premier Cho Jung-tai naming it a top strategic priority alongside semiconductors and drones. To accelerate progress...
Monday 14 July 2025
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
Trans-Sun Materials Technology, a Taiwan-based electronic functional materials manufacturer, posted June revenue of NT$116 million (approx. US$3.98 million), up 4.64% from May but...
Sunday 13 July 2025
Despite exchange rates hurting June revenue, Laster Tech's 1H25 still posts record high
Despite foreign exchange fluctuations and seasonal factors decreasing June revenue, LED automotive lighting module manufacturer Laster Tech still achieved a record-high consolidated...
Saturday 12 July 2025
Chipmakers bet on premium smartphones to weather 2H25 headwinds
Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...
Friday 11 July 2025
AI boom offsets EV slump as Disco raises quarterly forecast
Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million),...
Friday 11 July 2025
AI-powered NPU race spurs growth for test interface companies
As the global smartphone application processor market undergoes a major shift toward AI-driven performance, chip giants like MediaTek and Qualcomm are ramping up efforts to dominate...
Friday 11 July 2025
Acter group hits new highs as global chip demand spurs growth
Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025,...