Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025 consolidated revenue of NT$10.5 billion (US$334 million), up 0.3% year on year, with gross margin rising to 33% and net profit attributable to the parent company of NT$140 million. Earnings per share were NT$1.36, and executives said product-mix optimization, equipment replacement, inventory reduction, and tighter cost control drove the margin improvement.

Taiwan-based Global Lighting Technologies (GLT), a specialist in optical microstructure solutions, is accelerating its Southeast Asia expansion as global tariff pressures and geopolitical uncertainty continue to weigh on customer demand and product development cycles, while expanding into higher-growth sectors such as automotive electronics, biotech, and medical devices.

Ezconn expects US cloud providers’ AI data center expansion to sustain demand for high core count optical products through at least 2029, according to President Ying-hua Chang.