Leatec Fine Ceramics, an upstream supplier of ceramic materials for passive components, held an in-person investor conference on December 15. CFO Chen Yung-tsang said rising global macro uncertainty has made downstream customers more cautious since the second quarter of 2025. Procurement patterns have shifted clearly from long-term contracts to short-term orders, compressing overall order visibility to around one month.
United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC substrate manufacturer Unimicron Technology, as part of a strategic investment plan.
Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted shipments. The server chassis maker reported consolidated revenue of NT$2.04 billion (approx. US$70 million) for the month, up 2.2% from October and 68.4% from a year earlier. Revenue for the first 11 months reached NT$19.29 billion (approx. US$620 million), an increase of 49.5% from the same period last year and close to the NT$20 billion mark.
Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based Shibaura Electronics and robust demand for high-end components and AI-related applications.
