Powerlogic eyes strong 4Q25 growth on robust GPU demand

Fan manufacturer Powerlogic reported solid momentum in the third quarter of 2025, driven by strong shipments of next-gen graphics cards, particularly the growing demand for Nvidia’s 5000 series GPUs. As chip supply improves and downstream customers ramp up orders, Powerlogic’s thermal module shipments surged significantly. The company remains optimistic about growth prospects in high-end gaming, AI PCs, and next-generation graphics card products heading into the fourth quarter.

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Taiwan’s machinery industry sees 9 straight months of export growth thanks to AI, but machine tool exports halve

Machinery exports in October 2025 grew by 11.8% year-over-year to US$2.658 billion, while cumulative exports from January to October 2025 totaled US$25.917 billion, up 7.3% year-over-year, according to the latest report from the Taiwan Association of Machinery Industry (TAMI). Moreover, the machinery industry has seen nine consecutive months of growth since February 2025, due to a slight depreciation of the New Taiwan Dollar, and AI-driven demand for electronic and measurement equipment.

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Apogee reports third-quarter profit in 2025 as US broadband program gains momentum

Optical communication filter manufacturer Apogee announced a significant turnaround in its financial performance for the third quarter of 2025, reporting a net profit after tax attributable to parent company owners of NT$27 million (approx. US$871,000), its first positive quarterly result since 2023. Consolidated revenue for the quarter reached NT$135 million, reflecting a 79.05% increase compared to the same period in 2024, driven by improved inventory management and an enhanced gross margin structure.

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Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027

Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and JPY21 billion above its prior forecast of JPY32 billion. The company also plans to work with its parent Foxconn to start AI server production at its Kameyama No. 2 plant in fiscal 2027 (April 2027 to March 2028).

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Lite-On founder backs Taiwan’s science diplomacy program, hosting 31 Nobel laureates

Lite-On Technology Group founder Raymond Soong has committed to donating NT$20 million (US$645,000) annually for 10 years to National Taiwan University (NTU), which will use the funding to launch the “Taiwan Bridges Program” in collaboration with Academia Sinica and other research institutions. The initiative aims to invite 31 Nobel laureates to Taiwan within seven months for lectures and academic exchanges.

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