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Thursday 13 November 2025
Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand
Apex Material Technology, a manufacturer specializing in touch panels and optical lamination services, reported revenue and profit growth in the third quarter of 2025, driven by rising...
Wednesday 12 November 2025
Global smartphone shipment forecast, 2026 and beyond

Introduction

Wednesday 12 November 2025
Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
Wednesday 12 November 2025
Apple's 2026 OLED MacBook launch could revive display market
South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized...
Wednesday 12 November 2025
China's Ubtech Robotics bags US$110M in Walker S2 orders, eyeing industrial rollout
China's humanoid robotics market is accelerating, as Ubtech Robotics reported that the total 2025 orders for its Walker S2 industrial humanoid robot have exceeded CNY800 million (approx...
Wednesday 12 November 2025
Coretronic shifts strategy to auto and AR gear amid projector sales decline
Coretronic Corporation is expanding beyond its growing drone business, setting plans to mass-produce new automotive projection and augmented reality (AR) optical engines in the first...
Tuesday 11 November 2025
China smartphone market, 3Q 2025

Introduction

Tuesday 11 November 2025
Powerlogic eyes strong 4Q25 growth on robust GPU demand
Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia's...
Tuesday 11 November 2025
Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant
Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless...
Tuesday 11 November 2025
Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
The dashboard revolution: how Mini LED and OLED are changing cars
As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry...
Monday 10 November 2025
Taiwan notebooks, 3Q 2025

Introduction

Monday 10 November 2025
Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth
As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after...
Monday 10 November 2025
Khgears eyes 4Q25 revenue growth as robot gear shipments ramp up
Precision gear manufacturer Khgears International saw an 8.2% year-over-year drop in consolidated revenue for October 2025 to NT$237 million (US$7.65 million). Still, cumulative revenue...