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Friday 11 July 2025
Largan expects large variable aperture project opportunities in 2026
Taiwan-based lens manufacturer Largan Precision held an online earnings call on July 10, during which it explained that exchange rate fluctuations had a significant impact on the company in the second quarter of 2025. The company previously predicted that the New Taiwan dollar would appreciate by 10%, affecting the second-quarter gross margin by 4-5%. However, pull-ins for new devices had already begun at favorable pricing, resulting in an actual impact of around 2%.
Friday 11 July 2025
Taiwan's Sun Yad builds US$583 million empire across chemicals to drones
Sun Yad Group operates across construction, biotechnology, materials, healthcare and drones in a diversified conglomerate worth NT$17 billion (US$583 million). Chairman Yu-ming Chang transformed the company from a traditional synthetic leather producer into Taiwan's multi-industry player through strategic acquisitions and vertical integration.
Friday 11 July 2025
Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months following a stake in Independent Variable Robot Technology (Jinan) Co., according to Yicai. The investment underscores Meituan's deepening commitment to embodied intelligence amid a broader robotics market challenged by slowing funding, mounting losses, and heightened competition.

Thursday 10 July 2025
Apple readies first upgrade to its struggling Vision Pro headset
Apple Inc. is planning to introduce its first upgrade to the $3,499 Vision Pro headset as early as this year, aiming to improve the performance and comfort of a device that has been slow to catch on with consumers.
Thursday 10 July 2025
India's Sahasra strengthens European presence with metering, supply chain partnerships
Sahasra Electronic Solutions Limited (SESL), part of the India-based Sahasra Group of Companies, has announced two strategic developments aimed at expanding its international footprint in the electronics manufacturing services (EMS) industry, including a new metering product launch and a formalized supply chain partnership in Europe.
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named in recent rounds, the proposed 32% tariffs remain on the table, threatening key industries like AI servers, networking gear, and semiconductors.
Thursday 10 July 2025
Humanoid robots aren't ready yet, but linear actuators might change that
Tesla's decision to pause parts procurement and development for its Optimus humanoid robot has raised questions about the pace of progress in the humanoid robotics market. But supply chain players remain calm, noting that the industry is still in its infancy, with mechanical designs yet to reach standardization.
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

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.