Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate volatility. The company reported weaker-than-expected profit performance during this period, with most industry players similarly affected by sharp currency fluctuations. Hu Lane chairman Tzu-hsiung Chang noted the compounded impact of short-term exchange rate swings on the supply chain's performance, causing losses across the sector.
In an earnings call on June 27, 2025, Kinpo general manager Wei-Chang Chen acknowledged that tariff uncertainties have led some clients to adopt a more conservative purchasing approach. However, Chen emphasized that the full impact will only become clear once tariff policies are finalized. Looking ahead to the remainder of 2025, Kinpo aims to maintain full-year performance at levels comparable to 2024, measured in US dollars.
US semiconductor giant Nvidia has recruited two leading artificial intelligence (AI) specialists from China as part of its ongoing efforts to broaden its research team, according to a report by the South China Morning Post on June 29.
G-Tech Optoelectronics Corporation (GTOC) projects stable operational performance in the second half of 2025 despite challenges from reciprocal tariffs and fluctuations in the New Taiwan dollar exchange rate. Chairman Tony Chung reaffirmed the company's dedication to next-generation material technology as it moves forward with strategic development plans.
Canadian Industry Minister Melanie Joly said her government ordered Hikvision Canada to cease all operations in the country and close its business.
Mitac Digital Technology (MDT), a subsidiary of MiTAC Holdings Corporation, has secured a large-scale order from Europe's leading fleet management company, marking a milestone in the company's expansion into connected vehicle and AI-driven mobility solutions. Continued shipments are expected throughout 2025, with additional momentum from smart retail and automotive electronics projects.
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently secured two facility leases in California within a single week to address rising order volumes from cloud customers. Mitac president Billy Ho confirmed that existing production lines are operating at full capacity, emphasizing the robust momentum in server and network product orders.
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second trading foothold in the financial hub.
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.
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.
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