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Wednesday 10 September 2025
TSMC reports 33.8% revenue increase in August, outlook shaped by AI demand and margin pressures
TSMC posted strong revenue growth in August 2025, recording approximately NT$335.77 billion (approx. US$11.03 billion). The result marks a 3.9% increase from July and a 33.8% rise...
Wednesday 10 September 2025
Microloops reports over 100% YoY revenue growth for four months amid strong AI server demand
Cooling module manufacturer Microloops has achieved more than 100% year-over-year revenue growth for four consecutive months, driven by robust demand from AI server customers. In...
Wednesday 10 September 2025
Highlights from China International Optoelectronic Expo and SEMI-e: sovereign AI, drones, AR/VR/MR in focus
The 26th China International Optoelectronic Expo (CIOE) and the Shenzhen International Semiconductor & IC Exhibition (SEMI-e 2025) are being held at the Shenzhen International...
Wednesday 10 September 2025
China's NSIG to absorb loss-making wafer subsidiaries in US$967M restructuring
China's top silicon wafer maker, National Silicon Industry Group (NSIG), has unveiled a major restructuring, taking full control of three loss-making 12-inch wafer subsidiaries. The...
Wednesday 10 September 2025
AI chip demand drives future semiconductor growth trends
SEMICON Taiwan 2025 opened on September 10, with numerous forums already underway ahead of the event. Various research institutions have expressed cautiously optimistic views on the...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Wednesday 10 September 2025
China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo...
Tuesday 9 September 2025
Five years on, Taiwan's G2C positions local equipment makers at center of AI packaging shift
Soaring demand for AI computing is ushering the semiconductor sector into a fresh cycle of high-speed growth, pushing advanced packaging requirements to new heights. From infrastructure...
Tuesday 9 September 2025
Anli posts third-highest revenue in August 2025, returns to profitability
After two consecutive years of losses, Anli reported consolidated revenue of NT$171 million (approx. US$5.62 million) in August 2025, ranking as the company's third-highest monthly...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Lianyou Metals lists on Taiwan exchange, expands cobalt output amid tungsten supply squeeze
Taiwan-based Lianyou Metals, which was listed on September 9, 2025, is capitalizing on geopolitical shifts and supply chain disruptions by expanding its production of cobalt metal...
Tuesday 9 September 2025
HBM race intensifies: Micron’s yield confidence fuels supply chain bets
The high bandwidth memory (HBM) market has become one of the most competitive arenas in the semiconductor industry, with Micron Technology signaling its confidence in its position...
Tuesday 9 September 2025
UMT to double capacity by 4Q25 amid surging LEO satellite orders
Universal Microwave Technology (UMT), a Taiwan-based low Earth orbit (LEO) satellite and high-frequency communications provider, announced that its consolidated revenue for August...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Tuesday 9 September 2025
TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge
TSMC and major OSAT firms are aggressively expanding their advanced packaging capacity in response to rising demand driven by AI applications. Once considered peripheral, advanced...