02
Jun
02
Jun
TCL C9K specifications and prices in Europe
02
Jun
TCL C8K specifications and prices in Europe
02
Jun
India roundup: Trump tariff threat pressures Apple on India
US President Donald Trump has pressured Apple into de-accelerate its investments in India, which may have limited impact on the company’s diversification strategy.
02
Jun
AIchip goes all in on CoWoS advanced packaging
Fabless manufacturer AIchip Technologies held a shareholders’ meeting on May 29, during which it held a reelection of directors and supervisors. Jerry Tzou, the director of advanced packaging business development at Taiwan Semiconductor Manufacturing Company (TSMC), was elected as a new independent director. Amid AIchip’s push to develop CoWoS advanced packaging technology in recent years, the election is expected to strengthen its cooperative relationship with the world’s largest contract manufacturer.
02
Jun
Taiwanese manufacturers improved ability to pass tariff costs to customers
The Taiwan External Trade Development Council (TAITRA) released a survey on May 28, 2025, revealing that the proportion of enterprises expecting an average increase of over 20% in US tariffs within the next three years has tripled compared to the end of 2024. The survey also found that companies have increased their assessment of their own “tariff cost pass-through capability.” Those willing to “fully absorb costs” have decreased, indicating improved market pricing and supply chain adaptability.
02
Jun
Novatek leans into 6nm ASICs while tariff clouds second-half visibility
Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company’s market outlook remains in line with prior guidance, though future demand and supply dynamics will largely depend on upcoming tariff decisions.
02
Jun
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, “The more you buy, the more you save” — a punchline that underscored the escalating arms race in AI infrastructure. According to Yicai, the AI boom is driving global tech firms to ramp up investments in data centers and compute capacity. Nvidia now estimates enterprise AI infrastructure spending is nearing the trillion-dollar threshold.
02
Jun
Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market
Sitronix’s automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.
02
Jun
Wah Hong targets micro LED and drone battery growth
At its recent annual shareholder meeting, optical film manufacturer Wah Hong announced the successful approval of key proposals, outlining its strategic direction for the future. As the company looks ahead, Wah Hong remains committed to developing high-value-added products and creating unique, differentiated solutions, collaborating closely with its clients.