Tong Hsing bets on 800G and GaN to offset currency-driven profit slide

Tong Hsing Electronics, a key player in the backend packaging and testing of CMOS image sensors (CIS), held its quarterly investor conference on July 29, 2025. The company warned that a recent sharp appreciation of the New Taiwan dollar has resulted in foreign exchange losses. As a result, third quarter 2025 revenue is expected to dip slightly compared to the second quarter.

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No need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

Amid surging global demand for AI-driven robotics, Taiwan’s industry leaders are banding together to form strategic alliances aimed at capturing new opportunities, but success won’t come easy. Key challenges include the lack of standardized platforms and critical components, as well as unresolved issues around regulations, certification, and safety testing. While the move has been broadly welcomed, concerns persist over the execution gap between ambition and real-world complexity.

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Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand

Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research.

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AOC AGON Pro AG326UZD is unveiled with a 31.5-inch 4K QD-OLED display and a 240Hz refresh rate

AOC AGON Pro AG326UZD is a new gaming monitor for China, built around a 31.5-inch QD-OLED display with a 4K UHD resolution and a 240Hz refresh rate. The 10-bit display panel covers 100% of the sRGB and 99% of the DCI-P3 color space. It delivers a typical SDR brightness of 250 nits (100% APL), a maximum SDR brightness of 450 nits, and a peak HDR brightness of 1000 nits. The model is VESA…

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BYD surpasses 1M BEV sales in 1H25, extends lead over Tesla in global and European markets

BYD has taken a commanding lead over Tesla in the global battery electric vehicle (BEV) market, reporting over 1.02 million units sold in the first half of 2025 — more than 30% ahead of Tesla’s 721,000. The figures confirm BYD’s position as the world’s top EV maker by volume, signaling a larger shift in global automotive leadership.

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AI talent’s potential to revive Taiwan’s traditional industries

As Taiwan’s AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan’s overall export performance stand out. However, this success has also obscured the severity of the downturn in traditional industries, raising concerns that Taiwan’s overall economic and export statistics may be distorted.

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