Chinese smartphone makers face cost pressures, plan product cuts or price hikes

Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget smartphone makers worldwide. South Korean industry insiders warn that the “low-price strategy” that once fueled rapid expansion in the smartphone market may be losing its effectiveness.

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Taiwan’s green energy goes global as domestic regulations tighten

Taiwan’s recent passage of amendments to three laws has sparked significant concern among energy companies about solar power development in the country. Industry players worry the new regulations will deter investors and further delay large-scale PV power projects. Adding to the challenges, newly established private gas power companies Chung Chia Power (CCP) and Jiu-Wei Power are canceling projects amid local opposition.

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FitTech targets 2Q26 profits with goal to become Taiwan’s largest foundry

FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although a sharp improvement from 2024. The company has started in LED testing and is optimistic about its DFB and FEL foundry testing business in optical communications for 2026. Strong customer demand has clarified order visibility, and 2026 is expected to see multiple-fold growth. With new product layouts entering the harvesting stage, FitTech aims to turn profitable as early as the second quarter.

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Philippines’ green energy push draws Taiwan solar, storage firms

The Philippines is rapidly advancing its green energy infrastructure to meet rising electricity demand driven by economic growth and data center expansion. Taiwanese energy companies highlight the Philippines’ abundant sunlight and low land costs as key advantages, with strong government support for solar power, waste-to-energy (W2E), hydropower, and energy storage sectors presenting new opportunities for foreign investors.

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Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands

As autonomous-driving technologies proliferate and global safety regulations tighten, demand for in-vehicle camera lenses is accelerating rapidly. The shift is creating significant tailwinds for Taiwan’s optical supply chain—including Kinko Optical, Asia Optical, Calin Technology, Ability Enterprise, Ability Opto-Electronics Technology, and Largan Precision—while also raising the bar for each supplier’s technical capabilities.

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Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips

Taiwan’s Industrial Development Administration said it has approved 28 projects under its 2025 IC design subsidy program, selecting 33 companies for a combined NT$1.3 billion in government funding. The agency expects the initiative to generate nearly NT$36 billion in commercial opportunities as the island pushes system-level innovation in AI, drones and advanced sensing.

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AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling

As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed signal integrity, high-power delivery, and system-level thermal management. Connectors and cables have become critical bottlenecks defining the performance limits of AI servers and edge devices. Connector and cable supply chain players say design capabilities involving materials, plating, shielding, and thermal coupling are emerging as core barriers for vendors aiming to enter the high-end market.

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Walmart’s electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown

Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart’s installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart’s deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.

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