Taiwan's Office of Trade Negotiations under the Executive Yuan said on January 13 that the core objectives of ongoing tariff talks with the US have been to secure reductions in reciprocal tariffs without stacking, and to obtain preferential treatment under Section 232 for semiconductors, semiconductor-derived products, and other covered items.
Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record annual revenue of NT$1.18 trillion (approx. US$37.3 billion), up 22.8% year-over-year, while WPG neared the NT$1 trillion mark with NT$999.12 billion in sales, growing 13.47% year-over-year.
Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC), a leading semiconductor materials distributor, reported December 2025 revenue of NT$6.48 billion (approx. US$205.35 million), setting a new single-month record, representing a 12.9% month-over-month and 18.9% year-over-year increase.
Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread on a year-on-year basis, but performance gaps between end markets widened. Demand tied to AI servers and high-performance computing (HPC) continued to concentrate the strongest momentum in advanced testing and select advanced packaging programs, while more mature consumer-facing segments remained choppy.
Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as pharmaceutical companies increasingly turn to advanced computing to improve research productivity and reduce development timelines.
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
Because of slower customer orders and process optimization at its Southern Taiwan Science Park (STSP) facility, Greenfiltec's consolidated revenue for the fourth quarter of 2025 was NT$17.5 billion (approx. US$552.5 million), down 11.75% from the third quarter. However, full-year 2025 consolidated revenue reached NT$63.5 billion, a significant 42.15% increase over 2024, driven by a rise in market share for AMC filters used in semiconductors.
MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99% year-over-year, while the full-year revenue totaled NT$595.966 billion, marking a 12.32% year-over-year increase. The strong rebound in December not only pushed annual revenue close to the NT$600 billion mark but also surpassed the company's high-end fourth quarter financial forecast.
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these processors into "non-smartphone" products to further raise its level of self-reliance.
CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI. Companies showcased AI PCs and notebooks, AI smart glasses, and humanoid robots, targeting emerging opportunities in the edge AI device market.
South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held a forum to discuss the current state of the photonics market, including opportunities and challenges for Gwangju, which was once a major photonics hub. As optical technologies become core infrastructure supporting AI, cloud computing, and autonomous driving, South Korea's industry is calling for Gwangju to make a transformative integration.
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