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Wednesday 9 July 2025
GSEO expects 2H25 orders to outpace 2H24
Taiwanese lens maker Genius Electronic Optical (GSEO) announced its latest financial report on July 8 and expects revenue in the third quarter will grow compared with the second quarter, as it moves into the peak season in July.
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
Wednesday 9 July 2025
Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push
Meta Platforms Inc. bought a minority stake in the world's largest eyewear maker, EssilorLuxottica SA, a deal that increases the US tech giant's financial commitment to the fast-growing smart glasses industry, according to people familiar with the matter.
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup units (BBUs) has all turned positive, prompting them to hold a positive view for the second half of 2025. In addition, Nvidia's upcoming next-generation GB300 will help prolong the momentum during the period. Despite the requirement of a learning curve, industry visibility remains high, insulating its performance from market fluctuations.
Tuesday 8 July 2025
Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.
Tuesday 8 July 2025
LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit
LG Electronics' performance in the second quarter of 2025 fell short of expectations. According to its recently released provisional financial results, operating profit dropped significantly compared to the same period in 2024. LG stated that the burden of tariff costs and intensified market competition were major reasons for the decline.
Monday 7 July 2025
Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses
Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and sold. In today's digital-first consumer economy, tech is no longer just about utilities; it's a lifestyle marker. Analysts are increasingly framing this shift as "hype-driven tech consumption," with some even likening it to the rise of "tech collectibles."
Monday 7 July 2025
Talent crunch in Vietnam puts Luxshare's investment plans in limbo
Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in Nghe An province, warning that unresolved issues could limit its future investment plans in Vietnam.
Friday 4 July 2025
Chicony revenue rises on keyboards, power supplies as tariff uncertainty looms
Taiwan's Chicony Electronics posted June revenue of NT$8.35 billion (approx. US$288 million), up 2.7% from May but down 0.2% year-over-year, as tariff uncertainty and currency headwinds offset gains from keyboard and power supply products.
Friday 4 July 2025
Chicony Power eyes over NT$6 billion in project backlog by 3Q25 on AI, smart platform growth

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and currency headwinds.

Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From the talks in Geneva on May 11 to negotiations in London on June 10, followed by Trump's recent announcement, what exactly have the two countries agreed upon?
Wednesday 2 July 2025
Covestro strengthens cast polyurethane elastomers business in Taiwan
Polymer materials supplier Covestro is strengthening its cast polyurethane elastomer business in Taiwan, eyeing rising demand from automated equipment, smart logistics, offshore wind power, waterproofing for construction and infrastructure, and pulp and paper industries.
Wednesday 2 July 2025
Chunghwa Telecom enters smart camera market to capture image-based care business opportunities
Taiwan's telecom operator Chunghwa Telecom (CHT) has launched the Hami Cam AI smart camera, targeting the growing demand for companionship and remote care amid social changes such as an aging population and increased pet ownership. The new device aims to strengthen CHT's position in the competitive smart home camera market.
Wednesday 2 July 2025
Inventec ranks fourth globally in liquid cooling patents, leading Taiwanese companies
A new report by DIGITIMES highlights significant growth in global server liquid cooling technology patents since 2015. The report lists the top 20 patent holders in the server liquid cooling technology sector, with four Taiwanese companies making the list. Inventec ranks fourth worldwide, securing the top position among Taiwanese firms.
Wednesday 2 July 2025
E Ink develops e-paper solution using Intel technology, eyeing notebook market
E Ink Holdings, a leading manufacturer of electronic paper displays, has announced the creation of a new notebook (NB) e-paper touchpad solution. It integrates color e-paper with notebook touchpads by utilizing Intel Corporation's Smart Base technology, Innovation Platform Framework (IPF), and AI Assistant Builder. The combined technology offers a visualized, AI-assisted human-machine interface tailored for notebook users.
Tuesday 1 July 2025
Ennoconn transfers Kontron subsidiary shares to deepen computer-on-module strategy
Industrial PC (IPC) manufacturer Ennoconn announced on June 30, 2025, that its subsidiary, Kontron AG's board of directors, has approved the sale of shares in two subsidiaries—Kontron America Modules LLC and Kontron Asia Embedded Design Sdn Bhd—to German company Congatec GmbH for EUR26 million (approx. US$30.5 million). This move aims to strengthen collaboration between both parties.
Tuesday 1 July 2025
Turvo eyes growth from humanoid robot reducers, UQD and electric bike parts
Turvo, which specializes in the development and production of precision metal parts, is focusing on humanoid robot harmonic reducers, server-use universal quick disconnect (UQD) and electric bike parts for future growth.
Tuesday 1 July 2025
AI smart glasses heat up: Taiwan's chipmakers move in as big tech revives wearables
Meta's surprise success with its Ray-Ban smart glasses in 2024 reignited industry confidence in headworn devices. The result: a renewed wave of investment and innovation from big tech, startups, and semiconductor vendors aiming to capture the next major frontier in AI-powered consumer electronics.
Tuesday 1 July 2025
Compal finishes phase 1 of new auto electronics plant in Poland
Compal Electronics announced that the first phase of its new manufacturing base in Czeladz, Poland, has been completed, marking an important milestone in the company's expansion into the European automotive electronics market.
Tuesday 1 July 2025
Boeing cuts aircraft demand forecast for next 20 years; Airbus remains optimistic
Boeing has revised its forecast for aircraft demand over the next 20 years downward, indicating a possible deceleration in order momentum. Meanwhile, manufacturers of aerospace components maintain that the disruptions in the supply chain caused by the pandemic have yet to be resolved, suggesting that shortages in new aircraft supply will continue in the near term.
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational performance in the second half of 2025 to be on par with the first half. The company is striving for full-year revenue growth, particularly targeting double-digit increases in new projects within the AI servers and automotive markets.
Monday 30 June 2025
DDR4 memory shortage pushes prices up as industry moves faster to DDR5

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously upbeat about growth heading into the third quarter of 2025. A worsening shortage of DDR4 modules has triggered a surge in rush orders from customers, with demand skyrocketing and prices for DDR4 now surpassing those of newer DDR5 products—a rare flip that's accelerating the industry's transition to next-gen memory. Analysts expect the supply crunch to persist through the end of the year.

Friday 27 June 2025
Taiwan's TBI Motion targets humanoid robot components as China sales face pressure
TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.
Friday 27 June 2025
Well Shin looks to EVs, LEO satellites, and refrigerated containers for growth in 2025
Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in 2025, thanks to an increase in pull-ins from electric vehicle (EV) customers and the continued growth of low Earth orbit (LEO) satellites and refrigerated containers.
Friday 27 June 2025
Taiwan's LIPS eyes mass production as 3D vision tech gains traction
LIPS, a Taiwanese 3D vision technology developer, expects multiple-fold revenue growth this year as it transitions from prototype development to mass production after 12 years of research and development.