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Friday 27 June 2025
TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm
Recent market reports indicate that leading companies such as Apple, Qualcomm, and MediaTek are highly likely to fully adopt 2nm chips by 2026. Google, having recently shifted its chip production from Samsung Electronics to TSMC, may also join this trend to ensure its hardware manufacturing processes keep pace with other industry leaders and maintain competitive strength.
Thursday 26 June 2025
TSMC joins industry push to guard Taiwan’s semiconductor edge with 150,000 patents
Industries worldwide have been dealing with a surge in litigation risk from non-practicing entities (NPEs), commonly known as "patent trolls." To help Taiwanese players defend against NPE threats, Taiwan's Industrial Technology Research Institute (ITRI), together with the Chinese National Federation of Industries (CNFI), Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), and IPIC have established the License on Transfer (LOT) Industry Alliance, with support from Taiwan Semiconductor Manufacturing (TSMC), ASE Technology Holding, Powertech Technology (PTI), Siliconware Precision Industries (SPIL), Vanguard International Semiconductor, Giga-Byte Technology, Arcadyan Technology, Micro-Star International (MSI), Advanced Echem Materials (AEMC), and Unimicron.
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.
Tuesday 24 June 2025
Samsung takes cautious approach to adopting next-gen smartphone battery technologies
While Chinese smartphone manufacturers are using large battery capacities and fast charging speeds to launch a fierce marketing war, Samsung Electronics has chosen to "take a step back," cautiously introducing next-generation battery technologies.
Monday 23 June 2025
Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications
Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion mark, according to the latest figures disclosed by the Ministry of Economic Affairs (MOEA). Export orders in May 2025 arrived at US$57.93 billion, increasing 18.5% year on year.
Monday 23 June 2025
Pixel 10 chip deal goes to TSMC — Samsung enters post-Google overhaul mode
Samsung Electronics has launched an extensive internal review to regain ground in the advanced foundry market, triggered by the loss of Google's custom application processor (AP) contract to rival TSMC. The Pixel 10, set to debut with a 3nm Tensor G5 chip produced by TSMC, has forced a reckoning within Samsung's semiconductor division.
Monday 23 June 2025
GSEO pivots to AI and optical sensing as smartphone growth stalls
Genius Electronic Optical (GSEO), a leading Taiwanese optical component manufacturer and a key supplier of camera lenses for Apple's iPhones, has long been looking beyond smartphones. Years ahead of many peers, the company began positioning itself in augmented reality, virtual reality, and broader artificial intelligence device markets.
Saturday 21 June 2025
GSEO signals cautious optimism under global trade uncertainty
GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking outlook on smartphone component demand, supply chain resilience, and geopolitical risks.
Friday 20 June 2025
BOE's OLED misfire: iPhone panel orders tip toward South Korea's display giants
LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected to go toward 6th-generation small-to-mid-sized OLED production, a surprising move given the saturated competition in the smartphone display market.
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control list, citing concerns over weapons proliferation and national security. The regulation requires Taiwanese firms to secure export licenses before supplying to any listed company. Optical component suppliers such as Largan Precision and Genius Electronic Optical (GSEO) downplayed the impact, saying their operations remain unaffected.
Tuesday 17 June 2025
Huawei ensnared in Taiwan's export curbs, local suppliers see no immediate impact
Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade before shipping goods to either company. However, Taiwanese suppliers of Huawei smartphone components say the rule has little immediate impact, as most shipments are currently fulfilled from manufacturing sites located in mainland China.
Monday 9 June 2025
Largan chairman sees no reason for optimism in 2H25
Taiwan's Largan Precision Chairman En-Ping Lin told shareholders that there's no optimistic reason to expect improvement in the economic outlook and key product markets for the second half of 2025.
Friday 6 June 2025
Oppo strikes first SEP licensing pact with Volkswagen, unlocking 5G tech for global lineup of connected cars
Oppo announced on June 5 that it has signed a global licensing deal with Volkswagen Group, giving the German automaker access to its standard essential patents (SEPs) for cellular technologies, including 5G. The agreement covers Volkswagen's global lineup of connected vehicles and marks Oppo's first bilateral patent licensing agreement with a carmaker, highlighting the company's strategic move from smartphones into the smart vehicle space.
Friday 6 June 2025
Largan cautious on 2H25 outlook, highlights developments on robots, foldable phones, and smart glasses
Largan Precision held its annual shareholders' meeting on June 6, with chairman Enping Lin offering a candid view of the global economic outlook and updates on the company's progress in smartphone lenses, smart glasses, and emerging sectors such as humanoid robots.
Friday 6 June 2025
Largan clarifies software licensing dispute with German firm
Taiwan-based optical lens maker Largan Precision has clarified media reports about a legal dispute over the licensing of certain software from a German company, saying the matter has not affected its sales or finances.
Tuesday 3 June 2025
Modem independence proves elusive as Apple and Xiaomi grapple with custom designs
Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests on T-Mobile's sub-6GHz standalone network in New York City. The results, reported by Bloomberg, MacRumors, TrendForce, and Mobile World Live, showed Android devices with Qualcomm modems consistently outperforming Apple's iPhone 16e—Apple's first handset powered by its self-developed C1 modem.
Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented that Trump may find other ways to pressure specific companies. However, the tariff impact on Apple is relatively limited. The real focus remains on overall market innovation momentum and consumer willingness to upgrade devices.
Wednesday 28 May 2025
Qualcomm throws cold data on Apple’s C1 modem debut
A study commissioned by Qualcomm Inc. found that its modem chips worked better than a rival component developed by Apple Inc., especially for cellular customers in dense urban areas.
Tuesday 27 May 2025
Samsung's impossible choice: absorb 25% tariff hit or price out US customers
US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics, which will be caught in its direct crosshairs. The move, set to be enforced from late June 2025, is intended to pressure companies to shift their production to American soil, another attempt to fulfill Trump's long-standing campaign promise.
Tuesday 27 May 2025
Trump threatens Apple tariffs but Taiwan optical firms remain calm
US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who are taking a wait-and-see approach to the volatile policy rhetoric.
Tuesday 27 May 2025
Samsung falls to fourth in global CIS market with China’s rise

Samsung Electronics has slipped out of the top three in the global CMOS image sensor (CIS) market for the first time in years, according to newly released data from market research firms. Once the second-largest supplier by shipment volume in 2023, Samsung now ranks fourth, underscoring the growing pressure it faces from China's rapidly evolving semiconductor ecosystem.

Monday 26 May 2025
Xiaomi takes aim at MediaTek with 3nm XRing O1 breakthrough

Xiaomi's launch of the XRing O1 at its "New Starting Point" event in Beijing marked more than just a new chip release—it was a direct challenge to industry giants Apple, Qualcomm, and MediaTek. Backed by over CNY13.5 billion (approx. US$1.87 billion) in R&D across four years, the XRing O1 is Xiaomi's first successful flagship SoC since the ill-fated Surge S1, signaling a serious shift in the company's silicon ambitions, as ICsmart and Reuters report.

Wednesday 21 May 2025
Apple desperately needs the AI help it's seeking: Dave Lee
If you read Bloomberg Businessweek's deep dive into Apple's blundering work with artificial intelligence, a consistent theme is the lack of any clear idea within the company as to what good AI on an Apple device should actually do. On Tuesday, with the company looking no closer to have come up with the answer internally, we learned it would soon open things up so others could have a go at figuring it out.
Tuesday 20 May 2025
Tariffs cloud notebook outlook, but mobile chip demand stays hot
Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has shown distinctly different trends.
Friday 16 May 2025
iPhone supplier TDK readies batteries geared for thin AI gadgets
TDK Corp. is readying a new generation of batteries to power smartphones through AI tasks at a time that major client Apple is also preparing to launch a slimmer handset.