Foxconn chairman sets new profit target as 2025 earnings hit record high

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised dividends to a new high, and set a more ambitious profit target, signaling stronger returns for shareholders and continued investment in artificial intelligence, electric vehicles, and semiconductors worldwide.

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Unimicron targets record 2026 revenue with ABF and AI system-board push

Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders’ meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, switches, and high-performance computing applications.

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Taiwan auto parts makers look to capitalize on US tariff cuts

The US government will formally announce reduced tariffs for non-semiconductor Section 232 products, to be applied retroactively starting from May 1, 2026, according to a notice published in the late hours of May 27 (US Eastern Time) in the Federal Register. In particular, the move will slash tariffs on Taiwan-made auto parts to a flat 15% from an average 26.71%, a sharp reduction that is expected to trigger a strong rally for Taiwan’s auto components makers.

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LG Display begins mass production of world’s first 240Hz RGB Stripe OLED monitor display

LG Display is pushing the boundaries of premium monitor technology once again, announcing that it has begun mass production of the world’s first 240Hz RGB Stripe OLED panel – a development that positions the company at the forefront of next‑generation productivity and gaming displays. The new panel introduces an RGB Stripe OLED structure in which red, green, and blue subpixels are arranged in a…

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Nvidia CEO says Huawei’s Tau Scaling Law not a threat to TSMC

Nvidia CEO Jensen Huang gave a media interview after the “trillion-dollar dinner” in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei’s technological progress, Taiwan’s role as a center of the AI revolution, and energy demand.

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Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market

Lenovo is pursuing a “dual-down” strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions provider that works more closely with customers. Yasumichi Tsukamoto, vice president of R&D for commercial devices and intelligent solutions, said component inflation is forcing the change.

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