31
May
31
May
UAE pushes for TSMC fab as Washington hesitates
Taiwan Semiconductor Manufacturing Co. (TSMC) is exploring the possibility of building a large-scale semiconductor facility in the United Arab Emirates (UAE), though the move hinges on securing approval from Washington, according to Bloomberg.
31
May
UMC rules out Middle East fab as currency risks cloud 2H outlook
UMC, a leading foundry, held its shareholders’ meeting on May 28, 2025. Chief financial officer Chi-Tung Liu pointed out that due to significant impacts from tariffs and exchange rate volatility, operational performance and overall market conditions in the second half of 2025 remain highly uncertain.
31
May
InWin expands production layout in US, Malaysia
Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company president Guo-hui Huang. Furthermore, in light of potential opportunities in Southeast Asia, InWin has established production facilities in Malaysia, with production scheduled to begin in October 2025. The company expects its new business segment in Malaysia to contribute 50% of total revenue in three years.
31
May
AI servers lift ASRock to new highs, while strong NT$ erodes profit edge
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone, the company has already recorded NT$15.6 billion in revenue.
31
May
Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track
Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan dollar in April and May 2025 is expected to pose short-term operational challenges. However, he emphasized that because most of Arizon’s revenues and expenses are denominated in US dollars, the company benefits from a natural hedge and does not foresee any major threat to its long-term operations.
31
May
Everlight maintains cautious outlook for first half of 2025, eyes second half recovery
Everlight Electronics, a leading Taiwanese LED manufacturer, is adopting a cautious stance for the first half of 2025, projecting that second-quarter revenues will remain close to those of the same period in 2024. The company anticipates that the peak season in the latter half of the year will be driven by demand in the invisible light and automotive sectors, which are expected to support stable gross margins. However, the company notes that escalating geopolitical uncertainties may necessitate a revision of its previously forecasted single-digit annual growth target.
31
May
Samyang eyes Japan acquisitions to diversify beyond food and chemicals
South Korea’s Samyang Holdings, a conglomerate traditionally rooted in food and chemicals, is setting its sights on Japan’s semiconductor supply chain as part of a strategic pivot into high-growth industries.
31
May
European space startups eye Taiwan partnerships as Asian markets open up
Two European startups—German satellite manufacturer Reflex Aerospace and Czech component supplier Stellar Exploration—are among companies exploring Taiwan partnerships as the Asian space market expands.
30
May
Macnica’s Taiwan subsidiary, Anstek, appoints new chairman to guide growth
Macnica’s Taiwan-based subsidiary, Anstek, held its 2025 annual shareholders meeting this week, swiftly followed by a board meeting in which all directors in attendance unanimously elected Wei-Kuo Wu (transliteration), chairman of Macnica Galaxy, as Anstek’s new chairman. Former chairman Jui-Hsi Lee (transliteration) will assume the role of vice chairman.