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Thursday 4 September 2025
Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts
Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by earlier stockpiling due to US tariffs. Chen also noted a 27% year-over-year revenue rise in the first quarter of 2025, followed by a decline in the second quarter amid market caution linked to tariff policies.
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global supply chain relocation, according to DIGITIMES.
Tuesday 2 September 2025
VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses
Taiwan's HTC recently launched its first AI glasses, the VIVE Eagle, which received an enthusiastic market response with strong preorder sales in Taiwan. The success has prompted the company to ramp up production and prepare for an overseas rollout by the end of the year.
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research. Dixon Technologies led the market for the first time by volume, though intensifying competition from rivals signals shifting dynamics in the country's EMS landscape.
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73 billion. Earnings per share were CNY0.77, with no interim dividend declared.
Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits rising sharply, underscoring its widening footprint across smart devices, computing, and emerging technologies. Yet the strong top-line performance was offset by a sharp cash flow decline, raising concerns about underlying financial stability.

Thursday 28 August 2025
Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks
The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections and acquisitions. These moves aim to expand business operations, enhance global presence, and improve foreign exchange management.
Wednesday 27 August 2025
Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications
Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference, scientific computing, and multimedia workloads, with an aim to boost enterprise and manufacturing operations.
Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time had a sharper decline as margin pressure weighed on earnings despite steady sales, according to filings with Cninfo and coverage by Sina.

Tuesday 26 August 2025
Taiwan's Chelic eyes role in humanoid robots with multi-functional hands
Taiwan Chelic, a pneumatic components maker, is positioning itself as a new entrant in Taiwan's humanoid robot supply chain with its in-house development of a bionic hand, which has already been sampled to domestic clients. The company plans to move further into subsystems by developing dexterous robotic hands with integrated joint modules.
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive, AI wearables, and humanoid robotics.
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy. The Apple supplier booked revenue of CNY124.5 billion (US$17.41 billion), up 20.2% year-over-year, while net profit climbed 23.1% to CNY6.64 billion. Gross margin rose to 11.6%, up 0.4 percentage points, reflecting a stronger product mix and tighter cost discipline.
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing opportunities in next-generation AI-enabled devices.
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports indicate Foxconn is replacing some Chinese engineers with Taiwanese ones in India, sparking market interest.
Monday 25 August 2025
China's top smartphone ODM plans HK IPO after doubling 1H25 revenue
Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong Stock Exchange (HKEX). The offering will account for no more than 8% of its enlarged share capital, excluding the overallotment option, and is aimed at boosting the company's overseas financing capacity and global presence.
Monday 25 August 2025
AI glass race intensifies: Sunny Optical trades tech for equity in Goertek
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move that could reshape competition in China's precision optics market amid surging demand for artificial intelligence (AI) and augmented reality (AR) hardware.
Monday 25 August 2025
India roundup: iPhone production begins in India
Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.
Friday 22 August 2025
Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The earnings highlight the company's margin discipline and shareholder focus in an otherwise weak global consumer electronics market.

Friday 22 August 2025
Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative
Foxconn subsidiary Yuzhan Technology has recalled roughly 300 Chinese engineers from its India facility, marking the second such instance in recent months, sources told the Economic Times. The move comes amid ongoing geopolitical sensitivities and reflects Beijing's broader strategy to control technology transfers to emerging manufacturing hubs like India. Authorities in China reportedly also asked Foxconn chairman Young Liu to submit a report detailing the company's investments in India.
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from Hewlett Packard Enterprise and Qualcomm. The hires underscore Arm's push to expand beyond processor blueprints into cloud chip and system-level design.
Wednesday 20 August 2025
Apple reportedly produces full iPhone 17 lineup in India
Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new facilities, India will supply the full iPhone 17 lineup, boosting regional manufacturing capacity and reshaping global smartphone production dynamics.
Tuesday 19 August 2025
Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise
Luxshare Precision Industry Co. said on August 18, 2025, it has filed to list H-shares on the main board of the Hong Kong Stock Exchange, with draft application materials published on the exchange's website the same day. The company noted the documents are preliminary and not intended as a basis for investment decisions.
Tuesday 19 August 2025
US tariffs prompt TEEMA to plan science parks in US and Mexico
Young Liu, chairman of Hon Hai Precision Industry (Foxconn) and leader of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), raised concerns over a 20% tariff imposed by the US on Taiwan. During the TEEMA board meeting on March 18, Liu noted this tariff could impact roughly 25% of the association's 3,000 members and emphasized efforts underway to mitigate its adverse effects.
Monday 18 August 2025
Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India
Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles global trade. The deal underscores India's balancing act, welcoming Chinese investment to boost manufacturing while navigating shifting geopolitical and economic headwinds.
Monday 18 August 2025
Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds
Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion in India. Industry executives say ongoing investments underscore the country's role as a critical alternative manufacturing base amid rising protectionism.