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Wednesday 4 June 2025
NAFCO's May revenue dips due to exchange rate fluctuations; strong orders sustain positive full-year outlook
Aerospace fastener manufacturer NAFCO reported a 13.56% month-over-month decline in revenue for May 2025. The company attributed this drop primarily to exchange rate impacts and slower-than-expected new product certifications. While certification progress is expected to catch up in June 2025, the exchange rate effects remain difficult to control. Despite these challenges, NAFCO remains optimistic about its order book and prospects for the second half of 2025.
Wednesday 4 June 2025
Innovation and sustainability dual axes: Teco initiates diversified strategic growth
Teco held its annual shareholders meeting on June 3, 2025. Chairman Morris Li stated that in the face of global economic and market uncertainties, the company would continue to adhere to a dual-axis strategy of innovation and sustainability. It aimed to deepen its energy-saving and carbon reduction initiatives and advance toward becoming a core driver of global electrification, intelligence, and green energy development.
Monday 2 June 2025
Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market
Sitronix's automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.
Thursday 29 May 2025
Foxconn sees three-year growth driven by AI, EVs
Taiwan's Foxconn Technology Group expects robust growth over the next three years from artificial intelligence, information technology, and electric vehicles, with the world's largest contract electronics manufacturer expanding partnerships with Japanese automakers as it prepares for potential governance changes.
Wednesday 28 May 2025
CMMT pursues dual strategy: high-value products and semiconductor expansion
Polarizer manufacturer CMMT held its shareholders meeting on May 27, where chairperson Grace Sung stated that in 2025, the company will continue to strengthen operations in polarizers while developing semiconductor products.
Wednesday 28 May 2025
BYD slashes EV prices by 35%, sparking industry alarm over long-term stability
In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). Price reductions have reached as high as 35%, with discounts set to run through the end of June. However, this relentless "race to the bottom" has raised serious concerns about the long-term sustainability of the industry.
Wednesday 28 May 2025
Auto parts shift gears: Waffer and Getac hint at a 2025 rebound
The automotive supply chain, battered by a challenging year in 2024, is finally showing signs of recovery, with component manufacturers leading the way into a period of renewed growth. While the automotive market cooled last year, the slowdown was not due to weak sales but rather to automakers' deliberate inventory reductions—a trend expected to reverse in 2025.
Tuesday 27 May 2025
Kian Shen eyes recovery in 2025 despite 2024 profit dip amid EV transition
Kian Shen Corporation, a subsidiary of Yulon Motor Group, approved its 2024 financial statements at a recent shareholders' meeting, with chairman Tung-Tai Hsiung and president Chiung-Chih Tseng addressing operational highlights and strategic plans for the year ahead.
Saturday 24 May 2025
Tariff shifts drive Macroblock's auto chip surge
As geopolitical strains between the United States and China reshape global supply chains, Taiwanese LED driver IC maker Macroblock is seeing tangible benefits in the automotive sector, even as tariff headwinds persist. While exports to the US from its Chinese clients face tariff pressure, Chinese automakers pivoting toward US-linked supply chains are creating new opportunities. This shift has improved order visibility for automotive applications through the end of 2025.
Friday 23 May 2025
Foxtron charts five-year path to profit with global EV, CDMS rollout
Foxtron Inc., the electric vehicle (EV) joint venture between Foxconn and Yulon, held its annual general meeting on May 23, led by Chairman Young Liu. Liu emphasized that Foxtron's Contract Design and Manufacturing Service (CDMS) model aligns with the direction of the global auto industry. Buoyed by encouraging market feedback and new deals with Japanese automakers, the company is aiming to reach profitability within five years of its 2023 IPO—by 2029.
Friday 23 May 2025
ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by Chinese suppliers, and mounting concerns over a potential bankruptcy at Wolfspeed, the top US-based SiC manufacturer. Wen-Hao Wu, Director of Taiwan-based ACME Electronics, which produces manganese-zinc and nickel-zinc soft ferrite cores alongside SiC powders, commented that while Wolfspeed is a client, it is not a Tier 1 customer, and any exposure remains limited.

Friday 23 May 2025
Wolfspeed's stumble opens the door to China's SiC ambitions

In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed is reportedly preparing to file for bankruptcy within weeks. While some orders have already begun shifting to alternate suppliers, industry analysts warn that the long-term implications will ripple across the entire supply chain—disrupting the balance of technology leadership, production capacity, and cost structures.

Friday 23 May 2025
China's rare earth export restrictions choke key supply chains in Europe and the US
The recent tariff negotiations between the US and China have led to short-term concessions in some areas, but unresolved issues continue to tighten the noose on global supply chains. Among these, China's expanded restrictions on rare earth exports are significantly impacting critical industries, leaving European and American supply chains scrambling.
Friday 23 May 2025
Tariffs may bring new opportunities for smart vehicle development, says TÜV Rheinland
Amid the growing trend toward connected, autonomous, shared, and electrification (CASE) in the automotive industry, vehicles are now much more than simply mechanical products but rather rely on contributions spanning the ICT, software, semiconductor, and optical sectors.
Thursday 22 May 2025
Computex 2025: NXP targets huge opportunities in automotive and edge cybersecurity
During Computex 2025, NXP not only featured a keynote speech on edge AI development by Jens Hinrichsen, executive vice president and general manager of Analog and Automotive Embedded Systems, but also showcased various solutions across automotive electronics, industrial control, and AI imaging systems.
Wednesday 21 May 2025
UK's advanced technology cluster rises as EV empire expands
Julian Hetherington, director of Automotive Transformation at Advanced Propulsion Centre (APC), elaborated on the development of the UK's automotive and semiconductor sectors during an exclusive interview with DIGITIMES. Although the US lowered tariffs on UK cars to 10%, this preferential rate applies only to 100,000 vehicles. Could this cap become a "ceiling" for UK car exports to the US in 2025 or even in subsequent years?
Wednesday 21 May 2025
Tea, scones, or tariff? Unveiling how the UK reached a trade agreement with the US
US President Donald Trump's aggressive tariff policies have prompted countries worldwide to vie for priority negotiation opportunities. Among them, the UK was the first to secure a trade agreement with the US, covering sectors such as automobiles, steel, and aluminum. Julian Hetherington, director of Automotive Transformation at Advanced Propulsion Centre (APC) UK, recently visited Taiwan's industry sector and shared insights exclusively with DIGITIMES, revealing the secrets behind the UK-US consensus.
Wednesday 21 May 2025
oToBrite, Sintrones unveil 1ms AI vision for robots
Visual AI system provider oToBrite has partnered with Sintrones to jointly introduce an AI depth imaging system based on a monocular camera module. This system achieves depth image ranging through a single camera module combined with an onboard computer, enabling advanced applications such as unmanned vehicles and autonomous mobile robots (AMRs).
Wednesday 21 May 2025
Hushan Autoparts hits record highs in 1Q25 revenue
Hushan Autoparts posted NT$423 million (US$14 million) in consolidated revenue for the first quarter of 2025, marking a new record high in quarterly revenue for the company. The 47% year-over-year surge came primarily from renewed demand for global aftermarket parts and continued deliveries of new product lines. Moreover, first-quarter operating net profit grew by 72% year-over-year, while net profit after tax reached NT$120 million (US$4 million), signaling stellar results for the quarter if the impact of exchange rate fluctuations is excluded.
Monday 19 May 2025
Edison Opto holds steady on automotive orders, but strong Taiwan dollar pressures margins
Taiwan-based LED maker Edison Opto said customer orders and shipments remain on track despite mounting uncertainty tied to US tariff policies and currency market volatility. Automotive product lines are operating at a stable 80% utilization rate, supporting the company's full-year growth target.
Friday 16 May 2025
Wellysun Electronics secures key role in Japanese automakers supply chain amid electrification boom
At its investor conference on May 13, 2025, Wellysun Electronics announced a significant milestone, securing a coveted position in the supply chain for Japanese automakers' electronic components. This achievement underscores the company's years-long investment in integrated vehicle software and hardware systems, positioning it as a leader in the rapidly evolving automotive electronics sector.
Friday 16 May 2025
Xpeng launches new SEPA 3.0 platform with cost-effective hybrid SiC modules
As weaker players increasingly bow out of China's new energy vehicle (NEV) market, newcomers are now shifting their emphasis to smart platforms, the integration of battery, motor, and vehicle control systems, and supply chain resilience. In line with this trend, Xpeng, one of the three leading NEV startups in China alongside NIO and Li Auto, has recently launched its latest SEPA 3.0 platform and introduced a hybrid silicon carbide (SiC) module designed to balance efficiency and cost.
Thursday 15 May 2025
Automakers shift to hybrid domain-zonal architecture for next-gen vehicles
Global automotive manufacturers are converging on a hybrid domain-plus-zonal (D+Z) control architecture for next-generation vehicles, representing a significant evolution in electrification and electric (EE) architecture. This emerging standard, likely to appear in production vehicles between 2028-2029, is becoming evident at Computex 2025, where major information and communications technology (ICT) players are showcasing their automotive solutions.
Thursday 15 May 2025
Hiroca leverages Mexico, China plants to offset tariff impact and tap rising automotive demand
Following the US automotive tariff, the industry is reassessing production line adjustments. Notably, China is experiencing rising demand in its automotive sector. In response, Hiroca Holdings Ltd., with production facilities in both Mexico and China, has provided insights on its strategic operations.
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two new imaging modules, an infrared (IR)-assisted full-color wide-angle module and an active stereo 3D imaging module, to meet emerging customer needs in high-end sensing and edge computing applications.