UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down on the fast-growing low Earth orbit (LEO) satellite market. President Dr. Tungyi Wu said the company’s LEO revenue grew 40% year-over-year in the first half of 2025, for the first time accounting for more than half of total sales.

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E Ink sees 41% YoY revenue increase in 1H25

Electronic paper giant E Ink Holdings reported a consolidated revenue of NT$10.63 billion (approx. US$355.34 million) in the second quarter of 2025, a year-over-year increase of 39%, benefiting from customers’ advanced pull-ins. Operating profit in the second quarter reached NT$4.2 billion, soaring 166% compared to the same period last year, while the net income attributable to the parent company was NT$2.97 billion.

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Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7, 2025. According to senior government officials in Taiwan, relief measures have been initiated, and affected businesses are urged to apply within the stipulated timeframe. For traditional industries, China faces tariffs exceeding 50% on related goods, which provides Taiwan with a competitive opportunity to gain market recognition.

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Thinking Electronic stands to grow in Nvidia’s 800V AI server era

As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current (HVDC) systems across its AI servers starting in 2027. Taiwanese component manufacturer Thinking Electronic Industrial Co. sees this shift as a transformative opportunity—particularly in the market for high-wattage power supply units (PSUs) and next-generation precision sensing technologies.

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Abico Asia posts losses amid US tariffs but eyes growth in robotics and capital markets entries

Amid global market uncertainties, including US tariffs, Abico Asia reported negative profits in the first quarter of 2025 due to valuation losses in its investment portfolio. Despite this sluggish start, the investment firm expects improved outcomes in the second half of the year as several unlisted portfolio companies move towards capital market entries.

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