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.

Taiwan dominates advanced semiconductor manufacturing, but mounting competition in emerging technologies is exposing structural gaps. To secure its position in the AI and data-center era, the government is accelerating a national push into silicon photonics and co-packaged optics, an area it sees as critical to the next wave of computing.

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.

The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with increases now spreading to bead inductors, varistors, and NTC thermistors. Companies including Yageo, Walsin Technology, Tai-Tech, and Viking Tech have all followed suit.

The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor manufacturing by TSMC. Under the deal, which has been under discussion for months and could be announced soon, US tariffs on Taiwanese imports would drop from 20% to about 15%, aligning Taiwan with Japan and South Korea. In return, Taiwan would commit to more than US$300 billion in foreign direct investment and related spending in the US, significantly expanding on the US$165 billion investment plan TSMC outlined last year.

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.

Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints in the memory sector. Both companies recorded record revenues and raised capex to expand production capabilities.

Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as a cornerstone of its economic security strategy.

At CES 2026, chipmakers remained at the center of attention. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both delivered keynote speeches, while Lenovo hosted a major event at the Sphere, bringing together Intel, AMD, Nvidia, and Qualcomm to showcase their PC processor strategies.