Taiwan’s Laster Tech eyes H2 boost from China’s auto stimulus, Tesla Model Y deliveries

Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from the prior year. Despite the pullback, the figure still marked the second-highest May performance on record. For the first five months of 2025, cumulative revenue rose 5.67% year-over-year to NT$3.609 billion, setting a new high for the period.

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Trio Technology confirms new Thailand factory as China-US tariff rush subsides

Passive component inductor giant Trio Technology announced that its operations returned to normal shipment levels in May 2025, following the urgent order effect caused by the China-US tariff war tapering off. Looking ahead, with AI applications accelerating their shift from cloud to edge computing, the company expects steady growth in both inductor specifications and usage volume. The addition of new product lines, such as transient voltage suppressor inductors, is also expected to contribute to stable operational expansion.

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Asus ROG Strix OLED XG34WCDG is unveiled with a 175Hz curved ultra-wide QD-OLED display

Asus ROG Strix OLED XG34WCDG is the last from the quartet of QD-OLED monitors released by Asus. This curved ultra-wide unit spans a diagonal size of 34.18 inches with a resolution of 3440 x 1440 px and a curvature of 1800R. The 10-bit display panel covers 99.3% of the DCi-P3 color space. The typical brightness is 250 nits, the maximum brightness is 450 nits, and the peak HDR brightness is 1000…

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Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness

Industrial PC (IPC) maker Avalue Technology held its annual shareholders’ meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility. Chairman Li-chi Liu noted that while tariffs have a limited impact on the IPC sector, fluctuating currency rates remain a common challenge for industry players. Nonetheless, he expressed confidence in continued expansion driven by robust demand in key application areas, particularly smart healthcare.

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CAEC hits record May revenue on UPS battery demand for semiconductor factories

Chang Ascending Enterprise Co. (CAEC) reported a record consolidated revenue of NT$61.15 million (US$2.04 million) for May 2025, buoyed by growing demand for lithium iron phosphate (LiFePO4) battery modules used in uninterruptible power supply (UPS) systems. The company credited the milestone to the start of mass production validation for UPS battery modules and battery management systems (BMS) supporting next-generation semiconductor manufacturing facilities.

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Cathay Consolidated posts 1.78% revenue gain in May, boosted by medical and defense demand despite tariff headwinds

Cathay Consolidated Inc. reported revenue of NT$246 million (US$8.24 million) for May 2025, representing a 1.78% increase from April and a 3.09% rise compared to the same month last year. The company attributed the growth to strong demand in its medical and defense sectors, which compensated for shipment timing changes in other categories.

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DDR4 crunch sends prices soaring 50%

Memory manufacturers are reducing production capacity for older processes, driving DDR4 prices to skyrocket. Although Samsung Electronics’ last buy order (LBO) for DDR4 was originally scheduled to end in June 2025, with production ceasing by the end of the year, memory module makers are already struggling to secure supply.

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