Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution for the growing demands of artificial intelligence (AI) workloads. Announced at the Future of Memory and Storage (FMS) Forum 2025 in the US, the move signals Samsung's renewed push into the premium enterprise storage segment.
The Southern Taiwan Science Park (STSP) Bureau, under the National Science and Technology Council (NSTC), hosted the STSP LINK Gathering event at the Messe Taoyuan convention and exhibition center on August 7. The event was combined with the inaugural BIOMED-X "2025 Biomedical Startup Matchmaking Expo," attracting participation from more than 100 corporations, research and development units, distributors, and investment firms across Taiwan's biomedical sector.
Everlight Chemical posted NT$6.216 billion (approx. US$208 million) in consolidated revenue for July 2025, a decrease of NT$72.27 million (approx. US$2.4 million) or 10.4% year-on-year from the NT$6.939 billion (approx. US$232 million) in July 2024.
Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and Nikkei, report that Sony expects operating profit through March 2026 to reach JPY1.33 trillion (US$9.1 billion), which is below the average analyst estimate of JPY1.39 trillion but higher than the JPY1.28 trillion forecast made in May 2025.
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared to the first quarter of 2025. Although regulations prevent disclosing specific forecasts for the third quarter, shipment strength is expected to be similar to the second, with short and rush orders likely to contribute as well.
Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly only in the coming years. Among ChatGPT user rankings, the Asia-Pacific region accounts for the highest global share, with India having the largest user base.
OpenAI is rolling out a more powerful and long-awaited new artificial intelligence model called GPT-5, vying to stay ahead of increased competition from rivals in the US and China.
US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors. Deputy trade representative Huai-shing Yen of Taiwan's Office of Trade Negotiations (OTN) stated that Trump's mention of a 100% tariff on semiconductors was made in passing during Apple CEO Tim Cook's announcement of US investment and is not a formal executive order. She emphasized that Taiwan's negotiating team will continue to discuss reciprocal tariffs, Section 232, and supply chain cooperation with the US — this will not affect Taiwan's negotiation strategy or pace.
Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior officials in Taipei are pushing back against fears of a large-scale industrial exodus, saying that as long as factories remain open in Taiwan, the trend should not be labeled as offshoring.
US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move, especially because details of the tariff have not been released. No one knows exactly how the tariffs will be applied or how exemptions will be handled, leaving room for speculation. The biggest fear is that the US could impose different rates on different countries. If Taiwan ends up with a higher rate, it could trigger a supply cut to the US and potentially cause a second chip shortage.
Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking renewed interest among industry players in the US market. In a related move, Server chassis manufacturer Chenbro Micom announced plans to establish a subsidiary and build a new factory in Texas, aiming for completion by the end of 2025.
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