12 Aug
Latest News and Trends

超7亿元，歌尔股份加码MicroLED

8月9日，歌尔股份发布了一则《关于子公司对外投资涉及财务资助的公告》。公告显示，歌尔股份旗下的子公司香港歌尔泰克拟以自有资金向Haylo Labs Limited（以下简称“Haylo”）提供一笔金额不超过1亿美元（约合7.19亿人民币）的附股权收益权的有息借款，借款期限设定为五年。

Continue reading

12 Aug
Latest News and Trends

工业富联上半年净利增超38%

8月10日，工业富联（601138）发布2025年半年度报告，受益于AI相关业务强势增长，实现营收3607.59亿元，同比增长35.58%，归母净利润121.13亿元，同比增长38.61%，均创同期历史新高。其中，第二季度单季营收首次超过2000亿元达2003.4亿元，同比增长35.9%；净利润为68.8亿元，同比增长51.1%，也均创下同期历史新高。

Continue reading

09 Aug
Latest News and Trends

AI servers’ 800V power upgrade presents transformation opportunity for power supply chain

As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry’s development. Nvidia recently announced plans to introduce a new high-voltage power architecture by 2027, adopting an 800V high-voltage direct current (HVDC) power system in next-generation AI server solutions.

Continue reading

09 Aug
Latest News and Trends

HannStar’s 12th straight quarter of losses leaves plant sale uncertain

Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify its organizational structure and reduce operating costs, HannStar’s board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.

Continue reading

09 Aug
Latest News and Trends

Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens

Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June 2025 and are expected to rise further in the second half. The company’s custom memory segment (CMS) is also gaining traction, with AI-optimized CUBE products projected to begin contributing revenue in late 2026 and account for up to half of CMS sales by 2028.

Continue reading

09 Aug
Latest News and Trends

Exein expands globally to address IoT security challenges, leveraging Taiwan’s advanced manufacturing ecosystem

Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in global demand for embedded security solutions. Italian cybersecurity startup Exein, a leader in embedded IoT protection, is responding with an ambitious international expansion plan that taps into Taiwan’s robust electronics manufacturing ecosystem to deepen its presence in Asia and beyond.

Continue reading

09 Aug
Latest News and Trends

Qisda reports US assembly not necessarily cost-effective under 20% tariff

Qisda’s consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated revenue totaled NT$120.7 billion, a 6.74% increase compared to the same period in 2024. The smart solutions, medical, and networking business sectors all grew compared to the same period in 2024, with IT business operations remaining steady.

Continue reading