Taiwan’s JPC Connectivity expands fiber, high-power, and PCIe portfolio, projects solid 2026 outlook

Benefiting from rising demand for AI servers and high-speed interconnects, Taiwan’s JPC Connectivity expressed cautious optimism for the second half of 2025 and into 2026 during its September 30, 2025, earnings call. The company expects continued growth driven by the automotive, industrial control, and robotics sectors next year.

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Acer’s Stan Shih and Pegatron’s TH Tung urge Taiwan to focus on high-value services

Acer founder Stan Shih and Pegatron chairman TH Tung shared their perspectives on Taiwan’s future role in the global market during an October 2 forum hosted by the Yu Chi-Chung Cultural and Education Foundation, with both stressing that transforming service value is crucial for Taiwan to secure its international standing amid rapid AI-driven changes.

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Apple adds third supplier for folded zoom OIS actuators in iPhone

LG Innotek and Jahwa Electronics have been the sole two suppliers for folded zoom optical image stabilization (OIS) actuators in Apple’s iPhone lineup in recent years. However, Luxshare subsidiary ICT has officially joined the supply chain in 2025, marking a shift to a three-player competition, even though LG Innotek still dominates with more than half of total supply.

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Billion Electric eyes AI-driven growth in behind-the-meter energy storage

Billion Electric is partnering with major shareholder Sino-American Silicon Products (SAS) to capture a significant slice of the growing energy storage market in the semiconductor sector, as AI drives the demand for power and behind-the-meter (BTM) renewable energy. According to Billion Electric general manager Elsa Chang, 2025 marks the company’s first foray into the BTM energy storage market, with further applications and business prospects going forward.

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Climax Technology posts 231% profit surge, secures US orders ahead of OTC listing

Climax Technology, a specialist in wireless communication security and long-term care alert systems, is gearing up for its official trading debut on the stock market on October 3, 2025, after listing on Taiwan’s Emerging Stock Board in July 2025 and applying for public offering and OTC registration with the Taipei Exchange in September 2025. The move comes amid rapid growth in the smart home and medical application markets, which have boosted the adoption of wireless home security systems and medical alert devices.

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South Korea’s Mobilint expands edge AI reach through Taiwan, US partnerships

South Korean AI semiconductor startup Mobilint is aggressively expanding its presence in the global edge AI computing market. The company recently signed a strategic cooperation memorandum of understanding with Taiwan’s Aetina Corporation, a subsidiary of Innodisk specializing in edge AI solutions, while simultaneously advancing supply negotiations with Amazon Web Services and other international partners to develop sales channels in the US.

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