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Friday 11 July 2025
Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain
Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was...
Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...
Friday 11 July 2025
Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up
Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...
Friday 11 July 2025
Samsung capitalizes on Apple's product gap with new foldable phone pre-orders
Samsung Electronics announced that its new Galaxy Z series foldable smartphones and Galaxy Watch 8 series smartwatches will be available for sale starting July 25, 2025. The company...
Thursday 10 July 2025
Taiwan UMT sees strong satellite orders despite June revenue dip
As the global low-Earth orbit (LEO) satellite industry enters a phase of rapid commercialization, demand for high-frequency communication components continues to climb. Taiwanese...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
Coretronic sees June revenue surpass NT$4 billion; uncertainties result in conservative July shipments
Taiwanese display solution provider Coretronic reported an unaudited consolidated revenue of NT$4.09 billion (approx. US$140.06 million) for June 2025, up 34% sequentially from NT$3.06...
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...
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...

Thursday 10 July 2025
LG Energy Solution swings to profit as US battery demand lifts results
South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting...
Wednesday 9 July 2025
Sysgration sees 12% YoY surge in June revenue from new product lines
Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively,...
Wednesday 9 July 2025
China bans exports to eight Taiwan defense companies
China's Ministry of Commerce imposed export restrictions on eight Taiwan-based defense contractors, including Aerospace Industrial Development Corp., cutting off access to dual-use...
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...
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...
Tuesday 8 July 2025
Airtac reports 7% YoY revenue growth in June, sets new second quarter record
Transmission equipment manufacturer Airtac reported a 7% year-over-year increase in preliminary consolidated revenue for June 2025, setting a new single-quarter record with a 10.58%...