Uncertain prospects for China’s 618 shopping festival; Pegavision avoids price wars, finds success in Japan and Europe

In recent years, Pegatron has actively invested in new businesses targeting high-value-added industries. Besides expanding its core automotive and AI servers sectors, the company’s investment in contact lens manufacturer Pegavision continues to deliver stable high gross margins. Notably, Pegavision achieved six consecutive years of record revenue in 2024, with profits reaching historic highs and gross margins consistently exceeding 50%.

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Fortune Electric secures Taiwan’s first contract in US Stargate AI project, winning NT$2 billion power transformer order

Taiwan-based heavy electrical equipment maker Fortune Electric has become the first Taiwanese company to secure a contract under the US Stargate Project, a US$500 billion AI infrastructure program initiated by President Donald Trump. The company has won a NT$2 billion (approx. US$67.57 million) power transformer order for the project’s first-phase development in Texas.

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Quantum clock’s ticking: Quanta builds real machines, Lam defers retirement by a decade

Nvidia CEO Jensen Huang has recently softened his earlier skepticism, now expressing optimism about the potential of quantum computing. Meanwhile, Taiwan’s Quanta Computer has been quietly advancing its efforts in the field. Chairman Barry Lam joked that if quantum computers are still a decade away, he might postpone retirement by another ten years.

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Samsung and LG push AI innovation to strengthen South Korea’s lead in global TV market

As Samsung Electronics aims to make 2025 the “Year of AI TV,” LG Electronics is also leveraging differentiated AI features to solidify South Korea’s leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition.

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Intelligo leverages AI acoustics to power Switch 2, drive 150% revenue surge in 2025

Taiwan-based Intelligo, an ASIC design firm focused on AI acoustics and voice recognition, expects substantial growth in 2025 driven by three core segments—gaming consoles, mobile-related businesses, and a new North American notebook client—according to chairman JJ Yan. The company projects strong year-over-year increases in both revenue and profit compared to 2024.

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Sony delays image sensor market share target amid customer slowdown and China competition

Sony has pushed back its target to capture a 60% revenue market share in image sensors, originally set for 2025, citing sluggish growth and rising competition. The announcement was made on June 13 through a series of business strategy presentation videos released by Sony’s key divisions, including its semiconductor arm, Imaging & Sensing Solutions (I&SS).

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