Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million), up 51% sequentially but down 7% annually. Net profit after tax rose 6.79% year-over-year to NT$7.08 billion, while gross margin declined to 47.2% due to an increase in outsourced components and foreign exchange impacts.

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Philippine energy transition sparks surge in Taiwan supply chain opportunities

The Philippines has, in recent years, taken a proactive stance on energy transition, aiming to increase the share of renewable energy in its domestic grid to 35% by 2030, 50% by 2040, and beyond 50% by 2050. With the massive renewable energy gap in these aggressive targets, Taiwanese firms are eagerly vying for a slice of this new, emerging market.

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Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Taiwan’s top two panel makers have reported their revenues for the third quarter of 2025, with AU Optronics (AUO) and Innolux seeing quarter-on-quarter increases of 1% and 2.82% respectively. In contrast to forecasts predicting lackluster performance during the traditional third-quarter peak season, both companies ended with modest growth over the previous quarter, buoyed mostly by rush orders and stable panel prices.

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35.9亿元!中建八局中标四川新型显示产业园区基础设施建设项目

建设内容及规模:项目占地面积约224亩,建筑总面积约47.75万平方米。新建主厂房1栋,建筑面积约41.25万平方米;新建配套厂房1栋,建筑面积约6.5万平方米;配套暖通、给排水、电力、气动等公用设备;新建园区道路1.825千米、雨污水管网3.85千米等附属设施。

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