US tariffs hit Coretronic’s projector business; supply chain and government orders affected

Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically a peak shipping period for their imaging products, was significantly disrupted by US tariffs. Consequently, government projects saw pauses or reductions, and supply chain uncertainties affected production locations, preventing the usual peak in shipments.

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SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth

South Korea’s SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver.

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H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent

Despite positive news that Nvidia and AMD’s H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented condition: Nvidia must remit 15% of its sales revenue from these chips in the Chinese market back to the US government. This move immediately sparked uproar in Chinese public opinion.

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Taiwan’s Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs

Taiwan’s Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut.

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South Korean President grants mass pardon, Samsung and SK elites relieved

With South Korea’s Liberation Day approaching on August 15, President Jae-Myung Lee has decided to grant pardons to key figures, including former senior executives of Samsung’s Future Strategy Office. This move is widely seen by the South Korean industry as a temporary resolution to the judicial crisis that has troubled Samsung Electronics for over a decade.

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