Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026 earnings report. The company reported record-high iPhone-related revenue this quarter, with year-over-year growth significantly outpacing the overall average and serving as the core driver of holiday-season sales expansion.

Continue reading

Chinese process control powerhouse Jingce targets nearly triple profit growth in 2025

Wuhan Jingce Electronic Group forecasts net profit of CNY80 million to CNY90 million (approx. US$11.5 million to US$13 million) for 2025, representing year-over-year growth of 181.97% to 192.21%. Net profit excluding non-recurring items is expected to reach CNY21.66 million to CNY31.66 million, up 113.66% to 119.97%, reversing losses from the previous year.

Continue reading

China’s auto industry hits record low 4.1% profit margin in 2025

China’s automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to the China Automobile Dealers Association. Dong-Shu Cui, secretary-general of the China Passenger Car Association, revealed that total industry profits reached about CNY461 billion (US$66.3 billion) in 2025, up only 0.6% year-over-year.

Continue reading

Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo

After years of disruption, Taiwan’s offshore wind sector is approaching a decisive inflection point in 2026. Development momentum was previously slowed by labor shortages during the pandemic and the Russia-Ukraine war, surging construction costs, and an EU complaint to the WTO over Taiwan’s localization policies, which temporarily stalled project approvals. With these headwinds gradually easing, the government is now preparing to restart large-scale expansion.

Continue reading

Kinsus approves US$744M ABF expansion on clear three-year demand outlook

Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment purchases over the next three years. The expansion will be located at its Plant 6 facility in Yangmei, Taoyuan, with monthly output expected to increase by about 25% by 2027.

Continue reading

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

With Nvidia’s GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions and rack-level system integration. Chenbro Micom and Chenming Electronic posted strong results in 2025, while AIC continued to build momentum in high-end storage systems and edge computing.

Continue reading

Msscorps eyes annual growth with silicon photonics expansion

Msscorps held its year-end gathering on February 1, 2026, during which chairman Chi-Lun Liu highlighted the company’s two decades of deep expertise in semiconductor testing and analysis. Having established a global footprint across 12 facilities in Taiwan, China, the US, and Japan’s key semiconductor hubs, Msscorps has seen monthly revenues hit record highs since the second half of 2025, signaling the start of a new growth phase.

Continue reading