Japanese semiconductor equipment maker Disco has revised its financial forecast for the second quarter of 2025, now expecting a consolidated profit of JPY23.7 billion (US$161 million), a slight 0.2% increase year-over-year. This revision overturns a previous forecast of a 30% profit decline and sets a new quarterly record.
As the global smartphone application processor market undergoes a major shift toward AI-driven performance, chip giants like MediaTek and Qualcomm are ramping up efforts to dominate the neural processing unit AI computing power playing field. This has triggered a series of upgrades in high-speed specifications, with semiconductor test interface companies such as WinWay Technology and Chunghwa Precision Test experiencing renewed growth momentum.
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Samsung Electronics is placing a high-stakes bet on its 2nm chip manufacturing technology, as its foundry division works to reverse mounting losses and compete more effectively with global leader TSMC.
Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025, marking a 38% year-over-year increase. Second-quarter revenue reached NT$10.91 billion, up 27% from the previous quarter and 42% year-over-year. Cumulative revenue for the first half of 2025 totaled NT$19.46 billion — a 48% surge compared to the same period in 2024, setting new records for June, the second quarter, and the first half of the year.
Trusval Technology reported consolidated revenue of NT$670 million (approx. US$22.9 million) in June 2025, a 39% monthly and 136% annual increase. Benefitting from strong customer demand, their second quarter revenue reached NT$1.641 billion (approx. US$56.2 million), a quarterly increase of 21% and an annual increase of 108%. For the first half of 2025, consolidated revenue hit NT$2.996 billion (approx. US$102.6 million), a sharp 109% increase over the same period in 2024. The company set new all-time highs for revenues in June, the second quarter, and the first half of the year.
As Taiwan rides the wave of the AI revolution—with booming exports of GPUs and AI servers—some experts say the country risks losing sight of deeper, long-term challenges.
Malaysia's Penang state, home to about 13% of global semiconductor assembly and testing capacity, is positioning itself to capture more advanced chip manufacturing as artificial intelligence (AI) drives demand for sophisticated packaging technologies.
Tricorntech, a major supplier of advanced airborne molecular contamination (AMC) monitoring systems for semiconductor fabrication, reported June revenue of NT$35.43 million (approx. US$1.2 million), down 20.14% from the same period in 2024. However, the company has upgraded new products and expanded its consumer base, resulting in its cumulative revenue for the first half of 2025 reaching NT$217 million (approx. US$7.4 million), up 43.08% annually and marking a record high for the period.
Materials supplier Niching is aiming to hit record-high revenue this year after strong performance in the first half of 2025, boosted by continued growing demand in the AI, high performance computing (HPC), and advanced packaging sectors, as well as early order pull-ins from some of the company's clients.
Taiwan's Innolux has completed a senior management restructuring following the departure of key executives, with the company accelerating plans to close its fifth-generation display fabrication facility by mid-2026.
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