The Semiconductor Industry Association (SIA) has named TSMC Chairman and CEO C.C. Wei and former Chairman Mark Liu as co-recipients of the 2025 Robert N. Noyce Award, the semiconductor industry's top individual honor.

Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative AI applications and a weaker yen.

Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market demand and a surge of urgent orders during the tariff grace period. However, continued New Taiwan Dollar appreciation against the US Dollar placed pressure on overall profit margins. For the third quarter of 2025, Yageo CEO David Wang expects revenue to grow at a low single-digit rate, with gross margin and profitability continuing to trend slightly upward.

Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin Technology under a newly signed agreement.

The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The entire industry is closely monitoring the possible ripple effects.

As the US prepares to announce reciprocal tariffs on Taiwan, concerns persist over the potential impact on Taiwanese industries, including exports, technology, and agriculture. If the US imposes zero tariffs on imported products, further pressure could be placed on Taiwan's automotive and agricultural sectors. Despite high potential risks, most technology companies are currently adopting a passive approach due to uncertainty about the final direction of US policy.

Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends beyond commercial interests, aligning with US semiconductor policy, investment attraction strategies, and Washington's push for technological independence from China. Samsung will produce Tesla's next-generation autonomous driving chip AI6, at its Texas Taylor plant starting in 2026, using Samsung's 2nm process technology.

Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's AI6 chip, which will be built using Samsung's advanced 2nm process technology, and could help the South Korean firm claw back ground it has ceded to industry leader TSMC.

Specialty IC foundry Vanguard International Semiconductor (VIS) announced its latest financial results on July 29, reporting a second-quarter 2025 consolidated revenue of NT$11.7 billion (approx. US$394.18 million), a 2.1% sequential decline and a 5.7% year-on-year increase. The net income totaled NT$2.04 billion for the quarter, down 15.4% from the previous quarter and up 13.6% from the same period last year.

Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The visit marks Lee's first official international trip since his acquittal and signals a return to the global stage just ahead of the August 1 tariff negotiation deadline.