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.

Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance and future growth potential. Regarding financial forecasts for the next quarter, MediaTek expresses more optimism than Qualcomm, anticipating possible growth quarter over quarter.

Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that belies such dire characterizations. Apple CEO Tim Cook has actively engaged with various critical issues, drawing public attention and providing clear strategies and explanations. However, investor confidence in Apple's long-term trajectory remains tepid, largely due to the murky outlook surrounding US tariff policies.

Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase compared to April 2024. The cumulative consolidated revenue from January to April totaled NT$18.954 billion (US$615 million), marking a 28% growth year-on-year.

Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial results for the second quarter of fiscal 2025 (2Q25, covering January to March), released on May 2. However, growing market concerns indicate a potential continuous slowdown in iPhone sales in China, which could significantly impact Apple's overall operational performance.

Once Taiwan's second-largest PC maker, First International Computer (FIC), has reinvented itself as a top-three global supplier of optical modules. Leo Chien, Chairman of parent firm FIC Global, Inc. (FICG), said the company plans to double its optical communications capacity within three years by expanding a new facility in Malaysia. "Customer orders suggest the AI boom is absolutely insane," Chien told DIGITIMES.

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities.