Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half of 2025, following small-scale deliveries of US-based AI server cooling distribution unit (CDU) boards starting from the second quarter, the company expects a stable surge in orders in the third quarter, potentially driving an operational split of 40% in the first half and 60% in the second half of the year.

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CHT adds another submarine cable with SJC2 officially launched

Chunghwa Telecom (CHT) continues to advance its Asia-Pacific broadband network layout. Following the announcement on July 16, 2025, of its investment in the AUG East new submarine cable in Asia, CHT announced on July 18 that the Southeast Asia-Japan Cable 2 (SJC2), which was invested in and constructed in 2018, was officially completed and put into operation on the same day.

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China accuses foreign spies of rare earth smuggling via small-batch shipments

China’s Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare earth elements out of the country. In a WeChat post, the ministry said the materials were shipped overseas in “small batches across multiple shipments,” with smugglers frequently altering delivery routes to evade detection.

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EmBestor bets on next-gen flash memory to drive 2H25 growth

EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete inventory digestion and resume orders. The company plans to introduce next-generation eMMC and PCIe SSD products, which are projected to contribute to higher revenue and maintain gross margins exceeding 40%. EmBestor aims to outperform its financial results from 2024.

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SK Hynix retreats from China, pivots to homegrown DRAM growth

SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company is expanding its M16 fab in Icheon and preparing its upcoming M15X fab in Cheongju to meet accelerating demand for high-bandwidth memory (HBM) DRAM used in AI and high-performance computing workloads.

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LG 27GX700A with a 4th Gen OLED display, QHD resolution, and a 280Hz refresh rate is teased

The Chinese news outlet ITHome reports that LG Electronics has teased the upcoming LG 27GX700A – LG’s first OLED gaming monitor that uses the new 4th Gen OLED display panel. This is the same display panel that is used by the Gigabyte MO27Q28G, which debuted at Computex 2025 this spring. This 27-inch OLED gaming panel incorporates LG’s Primary RGB Tandem structure, achieving a record-breaking peak…

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China’s chip surge pushes Japan’s JS Foundry into bankruptcy after Taiwan deal stalls

JS Foundry, a Japanese contract chipmaker specializing in power semiconductors, has filed for bankruptcy with the Tokyo District Court after failing to withstand mounting pressure from a wave of Chinese capacity expansions. The company’s inability to secure a strategic partnership with a Taiwanese firm and a collapse in fab utilization forced its exit, marking a sobering end to what had once been a symbol of Japan’s semiconductor revitalization push.

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