04
Aug
Acer Cyber Security Inc. (ACSI), a subsidiary of Acer, announced its financial results for the second quarter of 2025 on July 30, 2025. The company reported revenue of NT$597 million (US$20 million), marking a 13% year-over-year increase. Operating gross profit reached NT$255 million, up 20% year-over-year, with a gross margin standing at 42.75%. Operating net income was NT$90 million, growing 27% year-over-year, while net profit after tax rose 34% year-over-year to NT$75 million.
04
Aug
IPC maker Posiflex elects new board, eyes double-digit growth for 2026
Industrial PC (IPC) firm Posiflex held an extraordinary shareholders’ meeting on July 30 to conduct a full board re-election. Under this new leadership team, the company expects to see double-digit growth by 2026, barring major external disruptions, says company chairman Mercury Kuo.
04
Aug
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader global expansion efforts. The initial phase of the plant is expected to begin operations in early 2026, with full-scale production lines planned for activation in the second quarter.
04
Aug
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map
Since Donald Trump’s first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered by the Covid-19 pandemic, multinational companies have accelerated efforts to diversify risks—especially by reducing reliance on “Made in China” and Chinese supply chains.
04
Aug
AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China’s original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading.
04
Aug
VinFast launches production in India with US$500 million Tamil Nadu plant
Vietnamese electric vehicle manufacturer VinFast has officially commenced production at its new manufacturing facility in Thoothukudi, Tamil Nadu. The US$500 million plant represents the first phase of a larger US$2 billion investment in India, with plans to establish the site as a strategic hub for both domestic sales and regional exports, according to the Associated Press and Reuters.
04
Aug
Trump locks in tariffs as allies scramble for relief, China talks stall at ‘halfway’
US Trade Representative Jamieson Greer stated that President Donald Trump’s newly introduced “reciprocal tariffs” are effectively locked in, with little room for revision despite ongoing negotiations with several countries.
04
Aug
Exclusive: Broadcom exec weighs in on Nvidia’s NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI application-specific integrated circuits (ASICs) and networking chips, is one of the event’s key exhibitors.
04
Aug
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China’s top display panel manufacturer — should be labeled a “Chinese military company” (CMC).
04
Aug
国内首台G8.6 AMOLED Auto App Inspection检测设备正式出货
成都博视达表示,此次G8.6代设备的国产化突破,填补了国内在高世代AMOLED Auto App Inspection检测装备领域的空白。该设备实现了从核心算法到硬件结构的整体自主研发,可满足中大尺寸AMOLED面板的检测需求。