Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from key clients.
Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components, is making a strategic push into advanced semiconductor packaging. The company announced that it has begun sending samples of its newly developed thermal interface material, known as TIM1, for validation to major IC packaging and testing firms.
Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven by networking infrastructure and AIoT. Second-quarter revenue rose 12.7% year-on-year to NT$5.522 billion. It plans optical communication expansions with 50G/400G PAM4 DSPs and grows Bluetooth audio and hearing assistance markets, targeting mass production by 2026.
LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs but said customers will absorb costs. CEO Anson Chiu expects 2025 BBU demand to outpace supply, with planned capacity expansions in Taiwan, Vietnam, and the US supporting AI server growth despite higher US manufacturing costs.
As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand its homegrown AI infrastructure.
