Benefiting from a tariff buffer period, customers actively stocked up in advance. Powertech Technology Inc. (PTI)’s invested testing and packaging subsidiary, Greatek Electronics, reported consolidated revenue of NT$8.218 billion (US$276.8 million) for the first half of 2025, marking a year-over-year increase of 10.1%. The utilization rate in the second quarter rose by 5% quarter-over-quarter, although the appreciation of the New Taiwan dollar and rising electricity costs impacted gross margin performance.

As automakers in Europe, the US, and China race toward smarter, software-defined vehicles, a new controversy is emerging across markets: the rise of in-car subscription fees. Nowhere is the backlash more pronounced than in China, where rapid development of vehicle electrification and software capabilities has collided with a tech-savvy and vocal consumer base.

Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research.

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and soon-to-retire COO Jeff Williams, reflects a broader shift as the company navigates leadership changes, supply chain priorities, and growing pressure to catch up in the generative AI race.