12 Jun
Latest News and Trends

Memory price rally drives May gains for Adata and Team Group; 3Q outlook remains upbeat

Taiwan-based memory module vendors Adata Technology and Team Group Inc. saw notable revenue gains in May 2025, driven by continued price increases for DRAM and NAND flash. Adata reported NT$4.169 billion (approx. US$139.3 million) in consolidated revenue—its best May performance on record and highest monthly total since April 2010. Team Group posted NT$1.202 billion (approx. US$40.2 million), marking a 6.6% month-over-month rise and its second-best May result to date.

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12 Jun
Latest News and Trends

Coretronic expects June shipment surge amid quarter-end demand spike

Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month increase from April’s NT$2.715 billion. However, the figure was still down 6% year-over-year compared with NT$3.261 billion in May 2024. For the first five months of 2025, cumulative revenue totaled NT$14.247 billion, a 9% decline from the same period a year ago.

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12 Jun
Latest News and Trends

GEM sees May revenue decline amid China holidays, US tariff uncertainty

GEM Terminals (GEM) reported consolidated revenue of NT$248 million (approx. US$8.28 million) for May 2025, marking a 23.06% year-over-year drop and an 8.62% decline from April. The company attributed the weaker performance to fewer working days in China during the May holidays and the ongoing impact of uncertain US tariff policies, which have delayed shipments and prompted customers to deplete existing inventories.

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11 Jun
Latest News and Trends

Asus ROG Strix OLED XG34WCDG is unveiled with a 175Hz curved ultra-wide QD-OLED display

Asus ROG Strix OLED XG34WCDG is the last from the quartet of QD-OLED monitors released by Asus. This curved ultra-wide unit spans a diagonal size of 34.18 inches with a resolution of 3440 x 1440 px and a curvature of 1800R. The 10-bit display panel covers 99.3% of the DCi-P3 color space. The typical brightness is 250 nits, the maximum brightness is 450 nits, and the peak HDR brightness is 1000…

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11 Jun
Latest News and Trends

Apple’s ‘Liquid Glass’ UI redesign backfires, creating opportunities for Android 16

Apple’s introduction of its redesigned user interface at WWDC has elicited a range of responses from consumers, coinciding with Google’s official launch of Android 16, the newest version of its operating system, on Pixel devices. Google highlighted that several new features of the platform were developed in close collaboration with Samsung Electronics, reflecting an increasing focus on cooperative innovation within the Android ecosystem.

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11 Jun
Latest News and Trends

Europe solar power developer eyes Taiwan as regional expansion hub

Taiwan’s renewable energy market has experienced rapid development in recent years, drawing substantial investment from international firms. Adam Pegg, Chief Operating Officer for Asia Pacific at Lightsource bp, Europe’s largest solar energy developer, emphasized that Taiwan’s strong policy support provides stable expectations for investors and solid growth potential. These advantages make Taiwan a strategic hub for Lightsource bp’s expansion across the Asia-Pacific region.

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11 Jun
Latest News and Trends

DDR4 crunch sends prices soaring 50%

Memory manufacturers are reducing production capacity for older processes, driving DDR4 prices to skyrocket. Although Samsung Electronics’ last buy order (LBO) for DDR4 was originally scheduled to end in June 2025, with production ceasing by the end of the year, memory module makers are already struggling to secure supply.

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11 Jun
Latest News and Trends

Cathay Consolidated posts 1.78% revenue gain in May, boosted by medical and defense demand despite tariff headwinds

Cathay Consolidated Inc. reported revenue of NT$246 million (US$8.24 million) for May 2025, representing a 1.78% increase from April and a 3.09% rise compared to the same month last year. The company attributed the growth to strong demand in its medical and defense sectors, which compensated for shipment timing changes in other categories.

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11 Jun
Latest News and Trends

CAEC hits record May revenue on UPS battery demand for semiconductor factories

Chang Ascending Enterprise Co. (CAEC) reported a record consolidated revenue of NT$61.15 million (US$2.04 million) for May 2025, buoyed by growing demand for lithium iron phosphate (LiFePO4) battery modules used in uninterruptible power supply (UPS) systems. The company credited the milestone to the start of mass production validation for UPS battery modules and battery management systems (BMS) supporting next-generation semiconductor manufacturing facilities.

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