BYD bets big on Europe with megawatt EV chargers as domestic market wobbles

BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant’s bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption.

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Everlight pivots to SiC and photonics amid pricing wars

Everlight Electronics, a longtime profit leader in Taiwan’s LED packaging sector, plans to begin pilot production of SiC components in the second half of 2025. Chairman Robert Yeh said the company is confident it can replicate its LED market success in the competitive SiC space. The initial rollout will target discrete power devices, particularly MOSFETs, where Everlight aims to capitalize on cost efficiencies to stay competitive against aggressive Chinese pricing.

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Horizon Fixture sees steady US demand amid customs inspection delays, eyes global expansion

Horizon Fixture Group reported resilient demand from key US retail clients—including Home Depot, Lowe’s, and Kohl’s—despite challenges posed by prolonged US customs inspections. The company noted that order recognition for some shipments has been delayed due to cumbersome US customs inspection procedures, but deferred orders are expected to be gradually recognized from June 2025, which could bolster operational momentum in the months ahead.

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Supplying Lockheed’s Patriots, Taiwanese firm bets on chips too

Amid escalating geopolitical tensions, global defense spending is surging, transforming the sector into a strategic growth pillar alongside semiconductors. For Taiwan’s ChenFull Precision Co., these two industries form the backbone of its operations. While the company’s defense segment remains modest in scale, its gross margin approaches 70%—a remarkable figure that outpaces all other business units and now serves as a critical driver of ChenFull’s broader corporate growth.

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China’s chip tool reboot: AMEC backs a “2.5-player” play

In late April 2025, South Korea’s ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge.

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Taiwan’s R&D achievement promises to bridge industry tech gaps

On June 10, 2025, Taiwan’s Ministry of Economic Affairs (MOEA) invited Premier Jung-Tai Cho to attend the joint award ceremony for the National Industry Innovation Award and National Invention Creation Award. Cho stated that besides continuously promoting the “Five Trusted Industry Sectors,” relevant ministries are drafting a new AI infrastructure plan aimed at driving the next wave of AI development in Taiwan. The goal is to industrialize AI, integrate AI into various industries and public sectors, and establish the most comprehensive supply chain.

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