Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast. The company warned that widening US export controls could curb China's semiconductor equipment spending in 2026, creating the largest risk to its growth outlook.
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company's general manager Ying-Shuo Lin.
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new ventures range from unmanned aerial vehicles to advanced optical systems.
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation is driving significant expansion in the backend chip testing market. With increasingly complex AI chip architectures, advanced testing durations and complexities have risen sharply compared to before.
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor, showcased a range of edge AI application solutions.
By accelerating customer orders, advanced semiconductor process Airborne Molecular Contamination (AMC) nano-monitoring equipment supplier Tricorntech reported third-quarter 2025 revenue of NT$120 million (US$3.9 million), up 38.61% from the previous quarter, turning profitable and reversing its losses from the first half of the year.
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from aging power grids and supply chain constraints.
Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to double by the end of 2026, and research and development hiring will continue without constraint as new design programs surge.
As the global AI surge continues to benefit TSMC and other semiconductor supply chain players, Taiwan's government is tightening the criteria for employing foreign migrant workers to safeguard employment conditions for both domestic and overseas labor. This move aims to prevent downstream electronics assemblers and traditional industries from using migrant labor solely to cut costs, which could indirectly suppress wages for Taiwanese workers.
Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration and accelerating its push to localize Taiwan's drone supply chain.
E-commerce service provider Hsin Hsin Galaxy (HHG) reported consolidated revenue of NT$1.32 billion (approx. US$42.5 million) in the third quarter of 2025, up 23.97% year-over-year, and a net income of NT$17 million, up 415% from the same period last year.
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