Group 1 - The AIB Ireland Manufacturing Purchasing Managers' Index (PMI) for July is reported at 53.2, indicating growth for the seventh consecutive month despite rising costs and a slowdown in new business [1] - Manufacturing output in July showed strong growth, surpassing the average growth rate of the first half of the year [1] - Employment in the manufacturing sector stands at 246,000, making it the largest single industry for employment in Ireland [3] Group 2 - New orders from abroad have increased for the first time in four months, with some Irish manufacturers expanding into new markets in Asia and the Middle East [3] - Approximately one-third of manufacturers expect production to continue increasing, while only 8% anticipate a decline in output [3] - AIB's survey includes 250 manufacturers across various sectors such as food, beverages, pharmaceuticals, high-tech equipment, and plastics, many of which are involved in exports [3] Group 3 - The manufacturing PMI in the Eurozone has dropped to 49.8, while the US and UK reported PMIs of 49.5 and 48.2 respectively, indicating a slowdown in factory production in these regions [2] - Despite facing US export tariffs, manufacturers in Ireland remain optimistic about future production [3] - There is potential for pent-up demand if global trade uncertainties diminish over the next year [3]

Market Performance - The main board led the gains with notable increases in stocks such as Chunzhong Technology (+10.00%), Zhongjia Bochuang (+10.00%), and Cambridge Technology (+9.99%) [1] - The ChiNext board saw significant growth with companies like Siquan New Materials (+20.00%), Digital Certification (+20.00%), and Yidian Tianxia (+20.00%) [1] - The Sci-Tech Innovation board was also strong, highlighted by Dongxin Co., Ltd. (+19.99%), Suochen Technology (+10.63%), and Dingtong Technology (+10.24%) [1] - Active sub-industries included SW Horizontal General Software (+3.04%) and SW Marketing Agency (+2.50%) [1] Domestic News - Lianhui Technology launched Homer AI assistive glasses, designed for visually impaired individuals, featuring real-time environmental perception and multi-modal interaction [1] - MediaTek reported a consolidated revenue of NT$150.37 billion for Q2 2025, a 1.9% decrease quarter-on-quarter but an 18.1% increase year-on-year, with a net profit of NT$28.06 billion [1] - Shengbang Microelectronics introduced the SGM4020, a low-drift, low-power, high-precision voltage reference device applicable in industrial, communication, and medical equipment [1] - MediaTek indicated strong growth momentum in several business areas, including flagship smartphones and communication products, and plans to enter the 2nm advanced process technology [1] Company Announcements - Shengshi Technology announced the acquisition of multiple invention patents, including technologies for automatic luggage packing locks and AI visual sealing devices [3] - Zhongke Jincai reported a total operating income of 345 million yuan for H1 2025, a year-on-year increase of 14.36%, but a net profit loss of 85 million yuan, down 71.51% year-on-year [3] - Ankai Micro disclosed the launch of the AK1037 series low-power lock control SoC chip, designed for smart locks, featuring a RISC-V core and high integration [3] - Zhiwei Intelligent announced a provision for inventory impairment losses amounting to 42.18 million yuan, representing 33.76% of the audited net profit for 2024 [3] Overseas News - Coherent opened a new factory in Vietnam with an investment of $127 million, focusing on the production of silicon carbide semiconductors and optical glass [3] - A trade agreement between the US and EU imposes a 15% tariff on European manufactured goods entering the US, with exemptions for certain categories like semiconductor manufacturing equipment [3] - WITS announced its subsidiary Beyondi's acquisition of Beacon INC's display business to enhance competitiveness in the display sector [3] - Samsung Electronics expects HBM3E chip sales to account for 90% of its total sales in the second half of the year and has begun distributing samples of the next-generation HBM4 chips [3]