AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN

The sale of AUO’s Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market. Optical film manufacturer EFUN Technology, which owns a 59,000-square-meter facility in Tainan Technology Industrial Park, is now actively evaluating ways to optimize its assets. Based on product development progress, the company may lease, sell, or retain the facility for its use.

Continue reading

Challenges in developing semiconductor industries in emerging countries

In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years.

Continue reading

Taiwan’s AM parts makers thrive in 2024 amid global auto market slowdown

Taiwan-based automotive aftermarket (AM) parts manufacturers continue to dominate the global supply chain, holding an impressive 90% market share. Despite a slowdown in overall car market growth worldwide, these manufacturers have sustained stable revenue growth throughout 2024, driven by the increasing adoption of AM parts by major insurance companies such as State Farm and the rising average vehicle age in the US.

Continue reading