Morrison, a Taiwanese company specializing in precision optical coating combined with semiconductor lithography process technology, was officially listed on the emerging stock market on June 26, 2025. It is the first company in Asia capable of mass-producing 8-inch patterned optical films (POF) and independently managing lithography operations. Morrison aims to expand its production capacity to address growing demands in sensor filter markets that require increasingly sophisticated optical components.

Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies, driving shipment momentum for standard materials. The Taiwan-based manufacturer expects consumer electronics demand to face headwinds from macroeconomic volatility, though it doesn’t anticipate destocking pressure in the second half of 2025.

Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain recovery in the third quarter of 2025. Uncertainty continues to mount, as second-quarter inventory buildup remains unresolved and consumer sentiment grows increasingly cautious, especially in the US.