Acer Taiwan defied a broader PC market downturn in the first half of 2025, as currency headwinds and tariff risks weighed on consumer demand. COO Chang Shih-hsin said the company remains optimistic about the second half, citing strong commercial-sector momentum as the key driver.

Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the peak holiday season, Asus has set an initial shipment goal of 400,000 units. Priced between NT$20,000 and NT$29,000 (approx. US$680–990), the new models will be more expensive than the existing ROG Ally.

With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk’s operations in 2025 have improved. Revenue has grown for six consecutive months, and the first-half revenue reached a record high. With the third quarter revenue and gross margin maintaining positive growth, the second half of 2025 has a chance to outperform the first half, and full-year 2025 could break a new high.