Catcher targets four sectors, leaves behind auto

Catcher chairman Shui-Shu Hung announced that the company is focusing on developing three new sectors: medical, semiconductor, and aerospace, alongside its established information technology industry operations. Excluding the information technology sector, which faces significant uncertainties in the second half of 2025 due to international circumstances, the growth potential in the other new fields is “limitless.” He also stated that Catcher has already exited the automotive market, which it had actively pursued previously, saying “goodbye” to automotive.

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Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may miss forecasts, citing the sharp rise of the New Taiwan dollar and policy uncertainty surrounding President Trump’s proposed reciprocal tariffs. At the May 27 shareholders meeting, Chairman Chia-chau Wu noted that AI-related substrate demand has kept Taiwan’s capacity running at high levels, outperforming China, but rising currency pressures and trade tensions are now dragging on export sales.

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Hygon–Sugon merger retools China’s AI backbone with full-stack compute integration

Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing’s agenda to consolidate its computing infrastructure and fast-track technological self-reliance. Hygon, valued at roughly CNY316 billion (US$43.95 billion), focuses on domestic CPUs and data processing units (DCUs), with five chip generations in use across finance, telecom, artificial intelligence, and enterprise data centers.

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Acer Cyber Security leverages system integration to target double-digit growth in 2025

Acer Cyber Security Inc. (ACSI), the cybersecurity arm of Acer Group, expects stronger momentum in the second half of 2025 and is targeting double-digit revenue growth for the full year, according to President Rex Wu. Speaking at the company’s May 27 shareholders meeting, Wu cited sustained demand for cybersecurity solutions and the firm’s expanding system integration business as key growth drivers.

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Gtoc bets on Vietnam and ultra-thin glass in push for display dominance

As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass processor Gtoc Optoelectronics is making a bold move into next-generation materials. The company announced a strategic expansion into the ultra-thin rollable glass cover market, positioning itself as a key supplier for high-end automotive displays and precision glass applications.

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Nvidia partners with top chipmakers to develop 800V HVDC power systems for AI data centers

Nvidia has unveiled a bold move to revolutionize data center infrastructure with the introduction of an 800-volt high-voltage direct current (HVDC) power distribution system, designed for next-generation AI workloads. Announced recently, the initiative involves strategic partnerships with three major power semiconductor suppliers — Infineon Technologies, Texas Instruments (TI), and Navitas Semiconductor — to co-develop this advanced power solution.

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