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Friday 18 July 2025
Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25
Ichia Technologies, consistently receiving strong demand in consumer and automotive products, reported a consolidated revenue of NT$2.8 billion (approx. US$95.4 million) in the second quarter of 2025. This is an 18% increase from the prior year, along with a 20% gross margin. Their net profit after tax was NT$208 million (approx. US$7.1 million), a record quarterly profit for the company.
Thursday 17 July 2025
Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging and testing firms are showing surprising resilience. Strong demand for high-performance computing (HPC) chips—driven by the global boom in artificial intelligence (AI)—is helping Taiwan's outsourced semiconductor assembly and test (OSAT) giants maintain steady growth into the second half of 2025.

Thursday 17 July 2025
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month last year. The figure is nearly on par with the company's first-quarter earnings of NT$526 million, signaling continued momentum in 2025.
Thursday 17 July 2025
What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor

Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered a standout contender in China's push for 5G RF chip independence. Its mission: to bypass foreign patent restrictions and develop high-frequency filters, long viewed as a chokepoint in RF front-end design.

Wednesday 16 July 2025
Yageo again extends Shibaura tender deadline ahead of crucial Taiwan talks
Yageo has extended the deadline for its tender offer to acquire Japan's Shibaura Electronics for a fifth time, citing ongoing regulatory review under Japan's Foreign Exchange and Foreign Trade Act. The Taiwan-based passive components giant now expects to complete the share acquisition by August 1, 2025, according to a company statement released on July 15.
Wednesday 16 July 2025
Samsung, S&S Tech advance EUV mask localization to reduce reliance on Japan's Hoya
Samsung Electronics is accelerating efforts to localize the production of extreme ultraviolet (EUV) blank masks in South Korea through a collaboration with domestic partner S&S Tech. The goal is to pass final quality certification by the second half of 2025, marking a critical milestone in South Korea's push for greater self-sufficiency in next-generation semiconductor materials.
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan Dollar exchange rate losses, server suppliers including Unimicron, Gold Circuit Electronics (GCE), Hi-tec, and Tripod have reported revenue growth in the second quarter of 2025.
Wednesday 16 July 2025
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun Valley Conference in Idaho, marking his fourth publicly disclosed overseas trip of 2025. With each of his international visits increasingly tied to strategic business talks and next-generation growth sectors, industry watchers are closely tracking what may emerge from his latest excursion.

Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking GPU or driving record-breaking stock valuations, but for simply planning a trip to China.
Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on goods from Thailand, which risks seriously impacting Thailand's manufacturing sector and upstream Chinese PCB operations in the country.
Monday 14 July 2025
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation for next-generation HBM4 and NAND flash memory exceeding 400 layers, SK Hynix is reportedly preparing to overhaul its wafer dicing technologies — a foundational step in semiconductor production that is becoming increasingly difficult due to thinning wafers.

Sunday 13 July 2025
Top Bright's 1+3 strategy drives growth as HVLP5+ copper foil set for 4Q25 mass production
The stability of the weighing scale market and increasing investment in its new materials business have allowed Top Bright to yield positive results. During the company's earnings call on July 8, Chairman Ching-Hsuan Fu explained the success as a product of their 1+3 development strategy and recent acquisitions. Top Bright's weighing scale segment remains stable, and the materials segment is projected to thrive for the next two to three years.
Friday 11 July 2025
Niching sees stellar 2Q25 results from AI, HPC, and advanced packaging applications
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.
Friday 11 July 2025
Innolux completes management overhaul as plant closure accelerates
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.
Friday 11 July 2025
Advanced packaging crisis hits as Asahi Kasei halts PSPI supply
Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan's chemical giant Asahi Kasei continues to escalate.
Thursday 10 July 2025
Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs
As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs for IC substrate manufacturers, coupled with extended lead times for ABF and BT substrates, supply and demand for related products are becoming tighter. Consequently, quarterly prices from Taiwan's top three players—Unimicron, Kinsus, and Nan Ya PCB—are on the rise.
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?
Thursday 10 July 2025
Yageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition push
Taiwan-based passive component manufacturer Yageo Corporation is advancing its bid to acquire Japan's Shibaura Electronics following multiple deadline extensions and a surprise bid by competitor Minebea Mitsumi. Senior executives from both companies will meet in Taipei in mid-July 2025 for a third round of discussions, marking a significant development in the protracted cross-border merger process.
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained that as NAND controller supply tightens, the company has been actively coordinating additional upstream capacity with supply chain partners to meet demand from NAND suppliers. The results of these efforts are already reflected in the company's performance for June and the second quarter of 2025, driving quarterly revenue to a new all-time high.
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling its move into advanced semiconductor packaging.
Wednesday 9 July 2025
Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia
The Trump administration has announced new reciprocal tariffs on Southeast Asian countries to address origin washing in supply chains. This move adds complexity to the manufacturing decisions of Taiwanese printed circuit board (PCB) companies as they navigate evolving tariff disparities.
Wednesday 9 July 2025
T-Glass shortage chokes CoWoS substrate supply, Nittobo delays ramp-up
Since the end of 2024, a critical shortage of T-Glass has been disrupting the global supply chain for advanced chip packaging. This specialized glass fabric, prized for its low thermal expansion properties, is essential in producing CoWoS (Chip-on-Wafer-on-Substrate) substrates used in high-performance AI servers.
Wednesday 9 July 2025
Topco Scientific reports record 2Q25, 1H25 sales, driven by demand from advanced semiconductor processes
Topco Scientific has reported record sales for both the second quarter and first half of 2025, driven mainly by demand for semiconductor materials supporting advanced manufacturing processes.
Wednesday 9 July 2025
Intel halts in-house glass substrate development as Tan avoids 'R&D trap'
Glass substrates are considered one of the key directions for advanced packaging development, especially showing significant potential in high-performance computing (HPC) and data center sectors. Advances in glass substrate technology have also attracted widespread attention across the semiconductor industry. Despite that, recent reports stated that Intel plans to stop self-developing and producing glass substrates, opting instead to use glass substrates supplied by external vendors.
Tuesday 8 July 2025
Gudeng weathers tariff storm but warns of shrinking customer budgets
Following US President Donald Trump's announcement of reciprocal tariffs on 14 nations, including a 25% duty on Japanese and South Korean imports, concerns are rising that Taiwan could face even harsher terms. Bill Chiu, Chairman and CEO of Gudeng Precision Industrial Co., said the company's profit outlook remains stable for now, as its free-on-board (FOB) model passes shipping and tariff costs to customers. However, he cautioned that the new policy may curb customer demand and order volume.