E Ink’s optimistic 2025 outlook with strong growth in ESL, IoT, and color e-paper

E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.

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Taiwanese leaders offer mixed reactions on TSMC’s US expansion

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading chipmaker, has drawn global attention with its massive US$165 billion investment to establish and expand factories in the US. This includes an additional US$100 billion recently announced, building on top of a prior US$65 billion commitment. The ambitious move has sparked a range of reactions from Taiwanese industry leaders and government officials, reflecting both optimism about TSMC’s global reach and reassurance that Taiwan remains the heart of its operations.

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TPK shifts focus to growth sectors, halts nano-silver investment

TPK Holding struggled in 2024 as sluggish consumer demand and the phase-out of older smartphone models led to a 14.1% decline in total shipments, falling to approximately 52 million units. Annual revenue slipped 1.4% year-over-year to NT$68.87 billion. The company expects another 10% drop in 2025 as it shifts focus to high-growth areas like e-book touch technology and LiDAR.

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