09
May
09
May
WITS initiates acquisition plan to seek second growth curve
Wistron ITS (WITS) chairman and CEO Ching Hsiao pointed out that the model launched by DeepSeek brings a dawn of AI popularization, driving more AI applications. This will be a key area for WITS to leverage. The company expects AI-related revenue to increase from 12–15% in 2024 to 20%. At the same time, WITS will also launch an acquisition plan, with results expected before the end of the year.
09
May
Lee Jae-Yong’s 10-year smart M&A strategy builds Samsung’s technology ecosystem
Over the past decade, Samsung Electronics executive chairman Lee Jae-Yong has leveraged global mergers and acquisitions (M&A) to transform Samsung into a “technology-first” company. Rather than pursuing large-scale deals, Lee has focused on strategic acquisitions that strengthen core technologies. These efforts have laid the foundation for Samsung’s competitiveness in semiconductors, automotive electronics, AI, and display sectors.
09
May
US and UK reach breakthrough trade agreement as Trump signals strategic realignment
On May 8, US President Donald Trump and British Prime Minister Keir Starmer jointly announced the near-finalization of a long-anticipated bilateral trade agreement between the United States and the United Kingdom.
09
May
TSMC sets April revenue record at US$11.55 billion; YTD tops US$33 billion
TSMC, the world’s top contract chipmaker, posted consolidated revenue of NT$349.57 billion (approx. US$11.55 billion) in April 2025, up 22.2% from March and 48.1% from a year earlier. The figure exceeded the NT$300 billion mark and surpassed the previous monthly record of NT$314.24 billion set in October 2024. April marked TSMC’s 16th straight month of annual revenue growth.
09
May
WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.
09
May
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but down 3.5% year-over-year. Gross margin slipped slightly to 29.5%, edging down 0.1pp both sequentially and annually. Operating profit rose 23.2% quarter-over-quarter to NT$460 million, though it marked an 18.0% decline compared to a year earlier.
09
May
Exchange rate and price pressure hit Flexium, resulting in 1Q25 loss
Flexible printed circuit (FPC) manufacturer Flexium Interconnect (Flexium) reported a loss in the first quarter of 2025 due to continued weak demand for smartphones and no significant improvement in capacity utilization. The company also faced ongoing price reductions on older models. Despite these challenges, Flexium stressed its commitment to accelerating the transition toward higher-value products this year to return to profitability. This strategic shift aims to mitigate potential future shocks from reciprocal tariffs and sharp exchange rate fluctuations.
09
May
Foxtron-Mitsubishi tie-up hands Yulon Motors edge in Taiwan’s EV race
Foxtron Vehicle Technologies, a joint venture between Foxconn Precision Industry and Yulon Motor Group, has signed an MOU with Mitsubishi Motors, positioning Yulon’s Sanyi factory as the production hub for the Japanese automaker’s electric vehicles.
09
May
Sharp currency appreciation sparks concern among Taiwan’s financial and industrial leaders
The sharp rise of the New Taiwan Dollar (NTD) has triggered widespread concern across Taiwan’s financial and industrial sectors. Hua Nan Bank managing director and president Huang Chun-Chih warned that the main problem is the speed, not the fact, of the appreciation.