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Friday 17 October 2025
Garmin expands Taiwan investment amid record 2Q25 revenue
Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year to US$472 million, with an operating margin of 26%, while the overall gross margin remained high at 58.8%. The strong performance highlights the company's solid profitability and technological competitiveness. Among its product lines, fitness and recreation products led with a 41% year-over-year increase, reflecting growing consumer interest in personalized health monitoring and smart sports technology, as well as global demand for wearable devices.
Friday 17 October 2025
U-Best targets defense market with bulletproof coating passing client validation
The Sun Yad Group, known for its subsidiary Myson Century, which aims to become Taiwan's answer to DJI, also includes U-Best Innovative Technology, an upstream PU resin supplier that has developed bulletproof coatings. U-Best is actively expanding into defense and security materials and has recently completed customer validation for its bulletproof coating, which is primarily used in soft body armor. In addition, U-Best has begun mass production of a new generation of eco-friendly water-based treatment agents, which have already been adopted by major Taiwanese manufacturers.
Friday 17 October 2025
Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges
The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027.
Friday 17 October 2025
Jabil chairman Mark Mondello to step down in major board shakeup
Jabil announced a significant leadership transition on October 16, stating that Executive Chairman Mark T. Mondello and two other directors will not seek re-election to the board. The departures are scheduled for the company's annual stockholder meeting in January 2026.
Friday 17 October 2025
DBC plans to boost electronic material capacity by more than six-fold
As the AI industry continues to thrive, Double Bond Chemical (DBC) has entered the electronic materials market. Revenue from its 5G/6G materials has already exceeded 10% of total sales, and the company is planning to expand production capacity from the current 300 tons to 2,000 tons.
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company's second-highest ever level. Audix's strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.
Friday 17 October 2025
Power Integrations joins Nvidia's 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified supplier for the entire platform.
Thursday 16 October 2025
Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and drones
At the opening of the 2025 Taipei Innovative Textile Application Show (TITAS) on October 14, Tong-sheng Wu, chairman of Shinkong Synthetic Fibers Corporation (SSFC)—a subsidiary of Shinkong Group—addressed the industry's ongoing challenges, from global tariffs to China's low-price dumping. Despite this, he maintained an optimistic outlook, remarking, "Business is always tough, but there are always opportunities."
Thursday 16 October 2025
Intel pursues open AI architecture and annual GPU updates to catch up
Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor, and a comprehensive AI execution plan. At the recent Intel Tech Tour (ITT) keynote, the company's new Chief AI and Technology Officer, Sachin Katti, announced that Intel will adopt an "annual update" cadence for its AI product lineup, marking a strategic shift toward faster iteration and innovation.
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs of strategic restructuring.
Wednesday 15 October 2025
OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations
Foxconn Interconnect Technology (FIT) unveiled its latest high-speed interconnect and thermal management solutions aimed at enhancing 224G generation transmission and energy efficiency at the 2025 Open Compute Project (OCP) Global Summit in San Jose, the US. The exhibition highlighted FIT's efforts to address rising power consumption challenges in high-performance computing (HPC) and data centers.
Wednesday 15 October 2025
OCP Summit: AI data centers embrace high-voltage power and liquid cooling
The global artificial intelligence data center sector is advancing into a phase characterized by high-power, high-density infrastructure, as highlighted at the Open Compute Project (OCP) 2025 Global Summit held in San Jose, in the US. The event has emerged as a key indicator for the next stage in AI infrastructure development, focusing on innovations in power supply, cooling, interconnectivity, and cluster platform design.
Wednesday 15 October 2025
Egis Technology subsidiary invests in Appro Photoelectron to advance AI vision solutions
Egis Technology Group's subsidiary Algoltek has invested approximately NT$198 million (approx. US$6.46 million) by subscribing to private placement shares in Appro Photoelectron at NT$30 each. The investment is aimed at integrating Egis Group's iCatch AI vision chips, Syncomm's low-latency communication technology, and Algoltek's AI algorithms and high-speed interface technologies to develop a comprehensive "AI vision solution." This collaboration specifically targets applications in smart manufacturing, smart logistics, and the drone markets.
Wednesday 15 October 2025
Rare earth export controls hit VCM supply chain
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.
Tuesday 14 October 2025
Apple unveils iPhone Air preorder date in China and launches CNY10 billion renewable energy fund
Apple CEO Tim Cook has announced that the new iPhone Air will open for preorder in China on October 17, with official sales beginning on October 22. The announcement was made during Cook's public appearance in China, where he promoted the device through a live stream on the popular platform Douyin, known internationally as TikTok.
Tuesday 14 October 2025
China expands rare earth export controls to midstream and end products
On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed that this wave of memory supply shortages has spread across the four major product lines: DRAM, NAND Flash, solid‑state drives (SSDs), and traditional hard drives (HDDs). Such a phenomenon is almost unprecedented in the history of the memory industry, and the competition for goods is no longer among peer module makers but against CSPs with orders of magnitude larger. Additionally, there is no overlap in duplicate orders.
Tuesday 14 October 2025
YS Tech opens new Taiwan plant to boost AI server cooling capacity
Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass production at the new facility is scheduled to begin in the first half of 2026.
Monday 13 October 2025
Smart meter and cable sales drive Tatung September revenue up 8.6% YoY
Tatung's revenue momentum continued to strengthen in September 2025, sustaining the company's overall growth trajectory. The company benefited from strong performance in its electronics manufacturing business, particularly with new mini-PC products, as well as growing collaboration with international brands and industry peers. Robust ODM order shipments in its electronics manufacturing division, along with active deliveries from its power and renewable energy systems business in alignment with customer timelines, were key drivers supporting steady revenue growth.
Monday 13 October 2025
Lianyou Metals gains from rising rare metal prices and technical edge in recycling
Lianyou Metals has benefited from the continued rise in international tungsten and cobalt prices, boosting its performance in the rare metal recycling and smelting market.
Monday 13 October 2025
Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion
Pegatron saw its September 2025 revenue rebound, driven by strong shipments of Apple's new iPhone 17 series, reaching NT$114.91 billion (US$3.76 billion), a 74.52% sequential and 5.17% year-over-year increase. This marks the first time in five months that the company's revenue has surpassed the NT$100 billion mark.
Monday 13 October 2025
Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter
Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million), up 51% sequentially but down 7% annually. Net profit after tax rose 6.79% year-over-year to NT$7.08 billion, while gross margin declined to 47.2% due to an increase in outsourced components and foreign exchange impacts.
Monday 13 October 2025
Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers
Taiwan's memory module maker Adata Technology has announced a strategic partnership between its enterprise storage brand TRUSTA, Giga Computing, and South Korea's flash controller architecture developer FADU to jointly develop high-end enterprise-grade SSD solutions tailored for next-generation server platforms.
Monday 13 October 2025
Smartphones and robots push Largan towards new optical frontiers
Largan Precision CEO Adam Lin provided a wealth of insights regarding robotics and smartphone lenses at Largan's third-quarter online investor conference.