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Friday 27 June 2025
Taiwan's TBI Motion targets humanoid robot components as China sales face pressure
TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.
Friday 27 June 2025
Niching sees strong growth ahead as AI boosts demand for advanced packaging
As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.
Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited device replacement cycle.
Friday 27 June 2025
BizLink expands in Tainan with new tech center focused on sustainability

In a move to strengthen its technological R&D and localized manufacturing capabilities, global interconnect solutions provider BizLink Holding Inc. formally inaugurated its Advanced Technology Center (transliteration) in Tainan, Taiwan, on June 26. The facility marks a strategic investment in both high-end production and sustainable development as the company deepens its presence in Taiwan.

Friday 27 June 2025
Taiwan enlists Micron to lead central region manufacturing upgrade
Taiwan's government unveiled a plan to transform four central counties into global smart manufacturing hubs, with chipmaker TSMC and memory giant Micron Technology leading smaller firms in the upgrade effort.
Friday 27 June 2025
GEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul
Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical plugs, GEM Terminal Industry is optimistic about a significant boost to its operations beginning in the third quarter of 2025.
Friday 27 June 2025
Taiwanese MCU players pushing into AI, auto, health applications to battle global uncertainties
The ongoing volatility in the global political and economic landscape, from escalating US tariffs and continuous appreciation of the New Taiwan dollar to heightened uncertainty in the Middle East, has led semiconductor supply chains to adopt a cautious outlook for the third quarter of 2025. Despite external pressures, Taiwanese microcontroller unit (MCU) players are actively targeting diverse application markets, seeking breakthroughs to uncover new business opportunities amid headwinds.
Friday 27 June 2025
Lutnick says US-China trade truce signed, 10 deals imminent
The US and China finalized a trade understanding reached last month in Geneva, US Commerce Secretary Howard Lutnick said, adding that the White House has imminent plans to reach agreements with a set of 10 major trading partners.
Friday 27 June 2025
Megawin shifts focus beyond China as automotive and industrial applications drive growth

Taiwanese Micro Controller Unit (MCU) maker Megawin Technology announced a strategic pivot toward non-China markets during its investor conference Monday, signaling early success in its global expansion strategy and a growing emphasis on automotive and industrial sectors.

Friday 27 June 2025
Taiwan dollar surge squeezes manufacturer margins
While the world braces for potential fallout from the Trump administration's escalating trade war, Taiwanese manufacturers are already reeling from a different kind of shock: a surging local currency that's eroding their razor-thin margins.
Friday 27 June 2025
Taiwan's robotics ambitions hinge on closing AI software gap
The global robotics boom, driven by generative AI, is putting Taiwan's hardware-driven supply chain back in focus. But its competitive edge remains constrained by a major weakness: limited capabilities in software development and decision-making systems.
Thursday 26 June 2025
China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs
Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities have recently instructed domestic rare earth companies to submit detailed personnel rosters, including technical qualifications, research experience, and personal data. The move is part of a broader effort to establish a national-level database aimed at preventing technology leaks.
Thursday 26 June 2025
Acer's Stan Shih says Taiwan's vertical disintegration drove tech ascent; Intel missed shift
Acer Group founder Stan Shih said Taiwan's industrial transformation from vertical integration to vertical disintegration has been crucial to its tech rise, noting that US chip giant Intel stood alone in resisting this industry-wide change.
Thursday 26 June 2025
Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth
Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies, driving shipment momentum for standard materials. The Taiwan-based manufacturer expects consumer electronics demand to face headwinds from macroeconomic volatility, though it doesn't anticipate destocking pressure in the second half of 2025.
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain recovery in the third quarter of 2025. Uncertainty continues to mount, as second-quarter inventory buildup remains unresolved and consumer sentiment grows increasingly cautious, especially in the US.
Thursday 26 June 2025
Eight teams showcased at NIAR annual startup awards
The National Institutes of Applied Research (NIAR) hosted the selection and award ceremony for the first phase of the 2025 From IP to IPO (FITI) project on June 25, during which honorary dean and Acer founder Stan Shih stressed that innovation and entrepreneurship must focus on creating value. In his words, entrepreneurs should transform investments into tangible values that the market recognizes and appreciates.
Thursday 26 June 2025
IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging as the new strategic hub for IC distributors. Beyond the geopolitical calculus, companies are increasingly drawn to the region's potential as a high-growth cluster for automotive electronics, IC testing and packaging, and emerging tech ecosystems.

Thursday 26 June 2025
India greenlights US$48 million electronics hub in Uttar Pradesh
India has approved an INR4.17 billion (US$48.14 million) Electronics Manufacturing Cluster (EMC 2.0) in Gautam Buddha Nagar, Uttar Pradesh. Developed by YEIDA over 200 acres, the project aims to attract INR25 billion in investment, create 15,000 jobs, and strengthen India's electronics ecosystem through world-class infrastructure and connectivity.
Thursday 26 June 2025
Fu Chun Shin rides carbon-cutting wave to global expansion and growth
In an era where decarbonization is no longer optional but imperative, Taiwan-based plastics injection molding machine maker Fu Chun Shin Machinery (FCS Group) is charting a profitable path by going electric. Despite a turbulent global economy in 2024, FCS delivered strong full-year results, driven by soaring demand for energy-efficient manufacturing solutions.
Thursday 26 June 2025
Trump launches strike on Iran, signals no letup in tariff policy

As the deadline for President Trump's tariff deferrals approaches on July 9, global attention shifts to the G7 summit in Canada, where leaders are pressing the US to roll back its trade restrictions. However, in a dramatic turn of events, Trump cut his participation short, citing more urgent matters back home. On the evening of June 21, Trump ordered seven B-2 bombers to strike Iran's underground nuclear facilities, signaling a significant escalation in US military engagement in the region.

Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually fixed. If customers pull orders forward in the first half of 2025, caution should be exercised for the second half. Additionally, Nvidia's GB300 chip will begin shipping in the second half of the year, supporting Taiwan's export performance. Private investment in Taiwan is projected to reach NT$5.7 trillion (US$194.1 billion) for the full year, potentially driving GDP growth by an additional 3.1 percentage points.
Thursday 26 June 2025
Taiwan tech giants unite to counter threats rising from global patent wars
As global patent litigation escalates, Taiwan's leading tech firms are coming under increasing fire. In 2024, several Taiwanese networking equipment manufacturers were blindsided by Huawei's demands for steep patent licensing fees. That same year, TSMC, the world's largest contract chipmaker, found itself targeted by a lawsuit in the United States filed by Advanced Integrated Circuit Process LLC (AICP), a little-known Texas-based firm.
Thursday 26 June 2025
ASE group Chair's daughter joins board, fuels succession rumors
ASE Technology Holding Co., the world's largest provider of semiconductor packaging and testing services, convened its annual shareholders' meeting on June 25, 2025, approving key financial documents and executing a notable board reshuffle that may signal the company's future leadership path.
Thursday 26 June 2025
Sysgration boosts investment in Celxpert; IPC and BBU shipments to start in 2H25
Strategic investments and collaborations have become the norm in the information and communications technology industry, aiming to expand product offerings and market reach while creating mutual benefits. Sysgration, originally focused on tire pressure monitoring system (TPMS) products, has actively broadened its market scope in recent years. The company has ventured into industrial PC (IPC) and energy-related product sectors and strengthened its product and market positioning through investments.
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.