Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation becomes clearer. Looking ahead, the company is cautiously optimistic about operations, thanks to clear demand for cooling solutions driven by high-performance computing (HPC) needs of AI servers and stable visibility of automotive-related orders through the end of 2025.

Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net profit fell 34.7% from the previous quarter to NT$745 million (US$24.82 million), with currency losses of NT$1.345 billion accounting for about 7.5% of operating revenue. Revenue rose 29.3% sequentially and 12.6% year-over-year to NT$17.89 billion, while gross margin narrowed to 29.1%.

As Nvidia’s H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their use domestically. The move underscores China’s broader strategy to reduce reliance on foreign technology while strengthening its own semiconductor industry.