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Friday 16 May 2025

Wistron sees strong AI server demand; tariff risks cloud notebook outlook

Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting a mixed outlook for different segments of the electronics market.

Thursday 15 May 2025

Getac unveils rugged AI PC meeting Microsoft Azure standards, to launch in 3Q25

Getac Technology, a subsidiary of Getac Holdings, has unveiled the world's first rugged AI PC that meets Microsoft Azure's AI PC standards. The flagship model, B360 Plus, features a dedicated Copilot key and a neural processing unit (NPU) capable of up to 48 TOPS (trillion operations per second), delivering enhanced AI performance for use in demanding environments. The device is scheduled for commercial launch in the third quarter of 2025.

Thursday 15 May 2025

Apple readies feature that lets Vision Pro users scroll with their eyes

Apple Inc. is developing a feature for its Vision Pro headset that lets users scroll through software with their eyes, aiming to enhance the device with a novel interface.

Thursday 15 May 2025

US-China tariff truce eases PC component price hikes

In a notable breakthrough for global trade, senior officials from the US and China convened in Geneva, Switzerland, to discuss a preliminary trade deal. Both nations have agreed to substantial tariff reductions for 90 days, a move expected to relieve the PC components industry and gaming sector by stabilizing prices and alleviating ongoing supply chain disruptions.

Thursday 15 May 2025

GB300 leads AI server showcase at Computex 2025

AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow in Taipei.

Thursday 15 May 2025

AI computing power race continues amidst Trump tariff uncertainties

Global tech markets are closely monitoring AI server shipments and generative AI evolution as the industry enters a new phase of computing power competition. Economic uncertainties have intensified following Donald Trump's return to the White House in early 2025, creating challenges for market demand and global supply chains.

Wednesday 14 May 2025

Asus sees profit surge in 1Q25, forecasts strong growth despite challenges

Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted net profit after tax to NT$12.791 billion, a 681% surge from the fourth quarter of 2024 and 135% year-over-year. Excluding the debt recovery, operating income for the first quarter of 2025 and fourth quarter of 2024 were NT$6.098 billion and NT$6.344 billion, respectively, with a stable 4.5% operating margin, signaling consistent performance.

Tuesday 13 May 2025

Nvidia, MediaTek gear up for Computex debut of AI PC chips; mass rollout seen in late 2026

As Computex Taipei 2025 approaches, the long-awaited AI PC platform co-developed by Nvidia and MediaTek is set to launch. Industry sources indicate the joint chip will likely debut under the Nvidia brand, with two models—N1X and N1—planned. Benchmark leaks and early system specifications have surfaced for months, and supply chain signals show both companies are well into production ramp-up.

Tuesday 13 May 2025

The US-China trade talks ease supply chain pressures

In a rare sign of easing tensions, the US and China have reached a temporary détente on tariffs, agreeing to a 90-day truce that significantly reduces mutual trade penalties. Under the agreement, Washington will lower tariffs on Chinese imports to a maximum of 30%, while Beijing will scale back its duties on American goods to 10%.

Tuesday 13 May 2025

Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal

Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal tariffs to 10% for 90 days. However, US tariffs on Chinese fentanyl-related goods remain, and Trump-era levies still keep China's overall tariff burden near 30%—a truce in form, not in substance.

Monday 12 May 2025

Trump's trade policies pose dual threats, says Acer CEO: manageable risks vs. consumer uncertainty

Acer CEO and President Jason Chen said US President Donald Trump's policies are triggering both manageable and unpredictable disruptions for global companies. While issues like tariffs and currency fluctuations can be countered with strategy, he warned that policy-driven uncertainty is undermining consumer confidence—a volatile threat that's harder to contain.

Friday 9 May 2025

FX losses erase over 40% of Acer's 1Q25 operating profit

Acer Inc. delivered solid operating results for the first quarter of 2025, but sharp foreign exchange losses undercut its profitability. The company reported NT$445 million (approx. US$14.7 million) in forex losses—equal to 42% of its operating income—according to financial results approved by the board on May 8. With the New Taiwan dollar rising rapidly in the second quarter, investors are closely watching whether currency-related losses will escalate.

Friday 9 May 2025

Huawei unveils HarmonyOS PC ahead of HDC 2025 debut to challenge Windows dominance

Huawei officially launched its HarmonyOS PC operating system on May 8, expanding into the computer market with a rebuilt OS featuring enhanced performance, security, and cross-device collaboration. The move positions Huawei to challenge Windows' dominance as it prepares to debut its first HarmonyOS-based PC at HDC 2025 next month.

Friday 9 May 2025

Apple developing specialized chips for glasses, new Macs, and AI servers

Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence (AI) servers.

Tuesday 6 May 2025

Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy.

Tuesday 6 May 2025

Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience

Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US. Ennoconn has altered its initial strategy to build a factory in Mexico, choosing instead to set up a new facility in Tennessee, with operations expected to begin in the third quarter of 2025. Similarly, Advantech is considering the creation of a printed circuit board assembly and contract manufacturing center in the US, signaling a wider industry move toward domestic production as companies adapt to evolving trade policies.

Monday 5 May 2025

Taiwan’s tech leader urged investment in power infrastructure for AI era

As AI reshapes global industries and geopolitical dynamics, Taiwan's business leaders are sounding the alarm on a critical yet often overlooked piece of the equation: power.

Saturday 3 May 2025

Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue targets, supported by stronger-than-expected iPhone sales and steady demand for MacBooks and iPads. However, rising geopolitical tensions and seasonal softness are casting a shadow over its near-term outlook.

Friday 2 May 2025

CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia

Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand for consumer electronics and communication products.

Friday 2 May 2025

Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership expands Dixon's footprint in high-growth segments, supporting the Make in India initiative through local manufacturing of notebooks, servers, desktops, and related components.

Friday 2 May 2025

Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy

Taiwan-based Coretronic Intelligent Robotics is seeing production shifts across Asia that extend beyond immediate reactions to US tariff policies, according to General Manager Hui-zi Lin. While President Trump's renewed tariff offensive has disrupted global supply chains, Lin indicates the company's order patterns reflect longer-term strategic adjustments rather than short-term tariff avoidance.

Friday 2 May 2025

Tariffs forge a stronger Chinese PC industry as US brands falter

The adage "what doesn't kill you makes you stronger" aptly describes China's response to US tariffs and export controls. Rather than hindering Beijing's progress, these measures have accelerated efforts to develop domestic capabilities, particularly in the personal computer (PC) industry. As US companies encounter increasing obstacles in the Chinese market, the Xinchuang PC initiative, which aims to promote homegrown technology, is expected to expand significantly. Projections suggest the program could double in size by 2025, with continued growth anticipated in 2026.

Wednesday 30 April 2025

Smartphone strength cushions Samsung's 1Q25 chip slump

Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion. Despite ongoing struggles in its semiconductor business, strong smartphone sales significantly contributed to the company's quarterly performance.

Wednesday 30 April 2025

Tariffs threaten production and sales systems; Pegatron chairman warns of stagnation from shelves to factories

Pegatron chairman, Tzu-Hsien Tung, recently told Reuters that the US tariff policy's unpredictability has brought significant uncertainty to the American consumer market, potentially leading to shortages in consumer electronics products. On April 29, during a venture capital association event, Tung further elaborated on his remarks in another interview.

Sunday 27 April 2025

AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses

AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only a 10% tariff currently in place. During this grace period, AmTRAN plans to actively reduce inventory and engage with customers to discuss future strategies.

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