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.

Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.

Pegatron Corporation has inaugurated a new factory in Batam, Indonesia, marking a significant milestone as the world's largest 5G smart factory. This facility is notable for being Pegatron's most advanced manufacturing base in Southeast Asia, operating fully on a standalone 5G network architecture.

Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts in the European broadband market are beginning to bear fruit, with collaborative projects with leading telecom operators gradually coming to fruition. Additionally, early demand for Bluetooth audio and satellite positioning chips has driven both quarterly and yearly revenue growth.

Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam.

Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models. Second-quarter prospects remain weak, with monthly shipments expected to stay below 400,000 units due to seasonal demand lulls, rising tariff risks, and currency headwinds from a strengthening New Taiwan dollar.

Once crowned the undisputed "smartphone king of Africa," China's Transsion is now battling mounting challenges. While revenue continues to climb, the company faces declining margins and growing pressure from rivals in its core African markets.

Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.

Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.

In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they increased their investment in 2023 by constructing a new factory, which began operations in 2025 and started mass production earlier this year. This modern facility is now a key site for Pegatron's deployment of 5G Open Radio Access Network (5G O-RAN) business applications.

According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.