iPhone销售强劲及大中华区市场反弹推动苹果营收大增
财报显示，iPhone销量飙升。全球iPhone销量同比增长13.5%，至446亿美元。
01
Aug
01
Aug
US imposes 20% tariff on Taiwan, surpassing rates on key asian exporters
President Donald J. Trump signed a new executive order on July 31, revising tariffs on imports from various countries to address persistent US trade deficits, with Taiwan facing a 20% ad valorem duty, a reduction from the 32% rate announced in April but higher than rates imposed on allies like Japan and South Korea.
01
Aug
Murata’s MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net profit was JPY49.7 billion, a decrease of 25% year-over-year. Although these figures exceeded market expectations, net profit declined for the first time in nearly two years due to yen appreciation and intense competition from Chinese manufacturers in the smartphone electronic components market.
01
Aug
LGES inks major LFP battery supply deal, Tesla tipped as mystery client
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to a confidentiality clause, industry sources widely identify Tesla as the likely buyer.
01
Aug
AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy
AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from the previous quarter and a 6.8% drop year-over-year. Net profit attributable to the parent company came in at NT$1.95 billion.
01
Aug
Hiwin partners with US robot firm Dexterity to launch 8-DoF warehouse robot
Transmission component giant Hiwin has unveiled a new collaborative development with US-based Dexterity: an intelligent robot specifically designed for warehouse use. The partnership aims to expand deployment of this AI-powered robot across markets in North America, Asia, and Europe.
01
Aug
India-based Amber Group to acquire controlling stake in Israeli automation firm Unitronics
Indian electronics manufacturer Amber Group’s subsidiary, IL JIN Electronics India Pvt Ltd, has signed definitive agreements to acquire a controlling stake in Unitronics, an Israeli industrial automation company listed on the Tel Aviv Stock Exchange.
01
Aug
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production, most PCBs for server orders remain manufactured in China, except for security-sensitive items such as low-earth orbit satellite parts. The server supply chain still depends largely on China’s mature and cost-effective facilities.
01
Aug
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the second quarter of 2025 that is expected to continue into the second half of the year. Although industrial PC (IPC) customers unable to upgrade immediately are gradually shifting toward certifying “new suppliers” for DDR4, the price hike effect for DDR4 is expected to persist through the end of 2025.
01
Aug
The chip nobody talks about: US and China’s hidden agendas behind H20’s silent comeback
Nvidia’s H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between China and the US could lead to another supply cutoff. Others remain calm, as they had already secured sufficient inventory through existing channels. Notably, sources say companies have been instructed by both the US and China not to comment on H20 sales or shipment status.