Jabil’s infrastructure bet pays off with explosive AI-fueled growth

As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term contracts and outmaneuver rivals. Amid surging demand for advanced data center infrastructure, the company’s targeted investments in US-based manufacturing, thermal management technologies, and factory automation are positioning it as a key beneficiary of this accelerating industry shift.

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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 RF component maker Universal Microwave Technology (UMT) reported a revenue dip in June but remains cautiously optimistic about long-term growth, citing strong demand and a robust pipeline of LEO-related orders.

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Samsung’s foldable focus on high-end smartphones sparks chipmaker optimism

Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While Samsung remains one of the pioneers in this category, it now faces intensifying competition from Chinese smartphone makers, which some industry executives believe could help grow the overall market, rather than diminish its prospects.

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Three questions for Taiwan and its attempt to build a fully integrated EV industry

Taiwan’s electric scooter market appears to be entering a new phase—one defined by a tripartite division of battery-swapping networks. But with limited space, dense urban populations, and room still left for adoption growth, a fundamental question arises: How many battery-swapping systems does Taiwan need? And more importantly, what are the hidden costs and long-term risks that come with this model?

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Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs

As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs for IC substrate manufacturers, coupled with extended lead times for ABF and BT substrates, supply and demand for related products are becoming tighter. Consequently, quarterly prices from Taiwan’s top three players—Unimicron, Kinsus, and Nan Ya PCB—are on the rise.

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