13 Oct
Latest News and Trends

Coretronic expects 10% drop in October shipments amid China holiday impact

Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August’s NT$3.342 billion and 1% from that of the same month in 2024. For the third quarter of 2025, consolidated revenue reached NT$9.948 billion, up 1% sequentially but down 7% year over year. Cumulative revenue for the first three quarters of 2025 totaled NT$28.28 billion, marking a 5% decline compared to the same period in 2024.

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13 Oct
Latest News and Trends

IISI eyes strong 4Q25 on public sector and smart city growth

Digital transformation solutions integrator International Integrated Systems (IISI) reported September 2025 revenue of NT$649 million (US$21.3 million), up 122.49% year-over-year. For January to September 2025, cumulative revenue reached NT$3.248 billion, a 15.97% increase from the prior year. Third quarter 2025 revenue rose 29.61% quarter-over-quarter and 58.67% year-over-year.

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13 Oct
Latest News and Trends

China’s market regulation agency investigates Qualcomm after Anti-Monopoly Law violation

On October 10, 2025, China’s State Administration for Market Regulation (SAMR) officially launched an investigation into Qualcomm for allegedly violating China’s Anti-Monopoly Law (AML) by failing to declare its acquisition of Autotalks. According to China Central Television (CCTV), Qualcomm completed the acquisition without submitting the required declaration or communicating with regulatory authorities.

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13 Oct
Latest News and Trends

Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Taiwan’s top two panel makers have reported their revenues for the third quarter of 2025, with AU Optronics (AUO) and Innolux seeing quarter-on-quarter increases of 1% and 2.82% respectively. In contrast to forecasts predicting lackluster performance during the traditional third-quarter peak season, both companies ended with modest growth over the previous quarter, buoyed mostly by rush orders and stable panel prices.

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13 Oct
Latest News and Trends

Philippine energy transition sparks surge in Taiwan supply chain opportunities

The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market.

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13 Oct
Latest News and Trends

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.

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