Europe's military-industrial supply chain is experiencing renewed momentum as US President Donald Trump's hardline stance on NATO defense budgets continues to reshape spending priorities across the EU. Taiwanese manufacturer MilDef Crete, specializing in rugged industrial computers, has indicated that increased defense spending within the bloc, initially driven by policies from the Trump administration, has evolved into a long-term structural trend. This heightened military expenditure is anticipated to continue beyond the conclusion of the Russia-Ukraine conflict.

China's mid-year 618 Shopping Festival has driven a surge in consumer electronics sales, with smartphones, home appliances, and computers hitting peak demand as government subsidies amplify consumer spending. However, several regions, including Chongqing, Jiangsu, and Guangdong, have exhausted their subsidy funds, raising questions about sustained consumption momentum in the second half of 2025.

Taiwan's smart home market is gaining momentum as brands increasingly integrate artificial intelligence (AI) and generative AI into their product lines. This trend is drawing not only long-standing telecom operators but also a wave of new entrants, including the emerging smart home brand Mova, which officially launched in Taiwan on June 9.

Microsoft will enter the handheld gaming console market for the first time under its Xbox brand, with a product launch planned for the peak consumer season at the end of 2025. The move follows Nintendo's successful debut of its Switch 2 on June 5, 2025, which racked up over 3.5 million global sales in just four days.

Nintendo's newly launched gaming console, the Switch 2, has sold more than 3.5 million units globally within just four days of its release on June 5, the company announced on June 11. Confirmed by reports from Bloomberg and Nikkei, this marks the fastest sales pace ever for a dedicated Nintendo console, underscoring the high anticipation surrounding the next-generation device.

Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month increase from April's NT$2.715 billion. However, the figure was still down 6% year-over-year compared with NT$3.261 billion in May 2024. For the first five months of 2025, cumulative revenue totaled NT$14.247 billion, a 9% decline from the same period a year ago.

US-China trade negotiations resumed in London on June 9, following a joint statement issued in Geneva on May 12. In that agreement, both sides committed to lowering reciprocal and retaliatory tariffs, cutting the previous peak rate of 125% to 34%. Of this, 24% was suspended for 90 days, while 10% remains in effect.

Global PC brands and their manufacturing partners are freezing discretionary spending and adopting a more defensive posture amid mounting uncertainty over US trade policy and a surging Taiwan dollar. The cautious stance has cast a shadow over the typically stronger second half of the year, with industry players warning that shipments may fall short of earlier expectations.

Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational challenges. Hsu acknowledged that 2024 was a difficult year due to delayed product launches and geopolitical and economic headwinds. Nonetheless, MSI continued investing in key areas such as AI, high-performance computing (HPC), automotive electronics, and charging infrastructure. The company projected a return to growth beginning in the second half of 2025, bolstered by recovering demand for gaming products.

Taiwan's four leading notebook ODMs posted improved shipment figures in May 2025, lifting expectations for a sequential uptick in second-quarter volumes. Despite this positive trend, industry executives remain cautious about the outlook for the second half of 2025, citing growing geopolitical uncertainties, particularly the possibility of new tariffs being announced by the US in early July.

Apple's Worldwide Developers Conference (WWDC) 2025, held on June 9, marked the debut of a new design language called "Liquid Glass" and introduced updates across its software platforms, including iOS 26, macOS Tahoe, watchOS 26, Vision OS 26, and iPadOS 26. Despite these enhancements—ranging from a dynamic, translucent user interface to new productivity tools—analyst reactions have been mixed, with many questioning the company's direction in artificial intelligence (AI).

Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product launches, signaling its comprehensive breakthroughs in chip design, system integration, and hardware engineering.

Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious. Despite strong expectations around new AI products, near-term uncertainty, driven by tariffs, geopolitics, and macroeconomic volatility, is clouding what was once seen as a pivotal year for edge AI adoption.

Jarllytech saw 30% revenue growth year-over-year in May, hinges on new foldable notebook launch

Apple has introduced iPadOS 26, marking a significant update to its tablet operating system with a focus on design, improved multitasking capabilities, and enhanced audio and video workflows. The update incorporates Apple Intelligence across the platform, enabling seamless communication through features like live translation and expanding the functionalities of various applications.

Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual general meeting, the company struck a cautiously upbeat tone while spotlighting progress in two of its core growth areas: AI servers and automotive electronics.

At the WWDC 2025, Apple introduced iOS 26 on June 9, a major update that includes advancements in Apple Intelligence and a comprehensive redesign of user interface elements. This release focuses on enhancing the functionality and experience across Apple's ecosystem, supported by more powerful on-device processing capabilities.

At the latest WWDC, Apple announced Vision OS 26, an update designed to advance its Vision Pro platform, blending digital and physical worlds through expanded spatial computing capabilities. This update introduces significant improvements in both user experience and enterprise functionality.

At the WWDC 2025, Apple unveiled macOS Tahoe designed to cater to a diverse range of users, including students, creatives, and professionals. This update brings a host of new features focused on enhancing both design and functionality.

Apple has announced the release of watchOS 26, a significant update to its smartwatch operating system, aiming to enhance both design and functionality. Key updates focus on fitness features, user interaction improvements, and expanded capabilities for developers.

Apple's WWDC 2025 spotlighted a sweeping redesign across its platforms, headlined by the debut of "liquid glass"—a dynamic, translucent interface that enhances visual clarity and interactivity. However, no significant progress on AI was announced during the event.

While ChatGPT and DeepSeek have already demonstrated the remarkable results that generative artificial intelligence applications can achieve using graphics processing units, the outlook for quantum computers driving AI remains uncertain.

HTC Corp. announced its operational results for May 2025 on June 6, revealing a positive revenue growth trajectory supported by recent strategic asset restructuring and collaborations aimed at enhancing its position within the emerging technology sectors of artificial intelligence (AI), augmented reality (AR), virtual reality (VR), and advanced telecommunications.

Maxell Ltd. has filed a patent infringement suit in the Eastern District of Texas, accusing Taiwan's Coretronic Corporation and its subsidiary Optoma Corporation of violating seven US patents through the manufacturing of Optoma-branded projectors.