10 Jul
Latest News and Trends

Phison 2Q25 revenue hits record as NAND controller shipments surge

NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained that as NAND controller supply tightens, the company has been actively coordinating additional upstream capacity with supply chain partners to meet demand from NAND suppliers. The results of these efforts are already reflected in the company’s performance for June and the second quarter of 2025, driving quarterly revenue to a new all-time high.

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10 Jul
Latest News and Trends

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia’s GeForce RTX 50 GPUs, gaming laptops, and expanding AI server shipments. June group revenue hit NT$68.57 billion (approx. US$2.35 billion), rising 8.47% from May and 17.3% year-over-year. Second-quarter revenue climbed 30% year-over-year to NT$188 billion, while first-half revenue reached NT$335.7 billion, up 25.92%. Brand revenue grew 15% year-over-year in June to NT$64 billion, and 28% in the second quarter to NT$174 billion.

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10 Jul
Latest News and Trends

LG Energy Solution swings to profit as US battery demand lifts results

South Korea’s LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting improved company fundamentals. Operating income rose 152% year-over-year to KRW492.2 billion (approx. US$355 million), despite a 9.7% decrease in revenue to KRW5.56 trillion. Data from financial platform FnGuide showed that LGES’s sales were 2.9% below analysts’ consensus estimates, while its operating profit surpassed forecasts by 56.3%.

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10 Jul
Latest News and Trends

South Korea’s ESOL secures funding to challenge EUV supply chain dominance and boost domestic production

South Korean semiconductor extreme ultraviolet (EUV) equipment company ESOL recently announced the successful completion of a KRW74 billion (US$54.1 million) Series B financing round. Industry experts view this investment not only as a capital injection but also as an important signal that South Korea is accelerating the commercialization of subsequent products through technology localization in the core EUV process field.

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10 Jul
Latest News and Trends

AgiBot’s Lingxi X2-N raises the bar for humanoid robots with dual-mode mobility

On July 7, 2025, Shanghai Zhiyuan New Innovation Technology, better known as AgiBot, unveiled its next-generation humanoid robot, the Lingxi X2-N. Featuring an innovative dual-mode design, the Lingxi X2-N has become a focal point in the robotics industry, highlighting the fast-paced growth and advancing capabilities of China’s humanoid robotics sector.

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09 Jul
Latest News and Trends

US tariff pressure puts Taiwan’s industrial resilience to test

Is US President Donald Trump’s “reciprocal tariffs” policy a serious threat or merely a high-stakes bluff? Taiwan finds itself excluded from the initial list of targeted economies, with the mood oscillating between cautious relief and mounting anxiety. One big question looms: Will key industries like semiconductors and pharmaceuticals soon find themselves in the crosshairs under Section 232?

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