Everlight maintains cautious outlook for first half of 2025, eyes second half recovery

Everlight Electronics, a leading Taiwanese LED manufacturer, is adopting a cautious stance for the first half of 2025, projecting that second-quarter revenues will remain close to those of the same period in 2024. The company anticipates that the peak season in the latter half of the year will be driven by demand in the invisible light and automotive sectors, which are expected to support stable gross margins. However, the company notes that escalating geopolitical uncertainties may necessitate a revision of its previously forecasted single-digit annual growth target.

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Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track

Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan dollar in April and May 2025 is expected to pose short-term operational challenges. However, he emphasized that because most of Arizon’s revenues and expenses are denominated in US dollars, the company benefits from a natural hedge and does not foresee any major threat to its long-term operations.

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Macnica’s Taiwan subsidiary, Anstek, appoints new chairman to guide growth

Macnica’s Taiwan-based subsidiary, Anstek, held its 2025 annual shareholders meeting this week, swiftly followed by a board meeting in which all directors in attendance unanimously elected Wei-Kuo Wu (transliteration), chairman of Macnica Galaxy, as Anstek’s new chairman. Former chairman Jui-Hsi Lee (transliteration) will assume the role of vice chairman.

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D-Link sidesteps China rivalry with a Taiwan-first supply chain

D-Link Corporation is defying the slowdown in global networking demand triggered by inflation and geopolitical tensions. Backed by its global distribution network, the company continues to post stable revenue. Its “Made in Taiwan” strategy—anchored in the belief that “cybersecurity is national security”—recently secured a five-year supply deal with a US client.

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Foxconn’s Young Liu wants to export more than iPhones

Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan’s economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry.

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