Ping Ho Environmental Technology said it will move beyond its core wastewater treatment business and invest in recycling waste sulfuric acid from the semiconductor industry into raw materials for green building products. Operations are scheduled to begin in 2026. The company will also continue to cautiously evaluate new development or partnership opportunities in recycling and reuse to expand its circular economy business.
China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation into Japanese dichlorosilane, further straining bilateral ties. Against this backdrop, Beijing's latest comments on localizing key semiconductor materials have attracted industry attention.
China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early January 2026, Iluvatar CoreX completed its Hong Kong IPO, and Enflame has finished listing counseling ahead of a STAR Market filing. Within one month, five Shanghai-based GPU firms accessed public capital markets, accelerating the commercialization of China's AI chip industry.
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.
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