Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials (CWE) — have released their latest earnings reports and outlooks for the fourth quarter of 2025. Many are benefiting from booming demand in semiconductor packaging and testing, with heat sinks and lead frames driving double-digit annual growth for Niching in October.
Flexible copper-clad laminate (FCCL) manufacturer Asia Electronic Materials (AEM) said at an investor conference on November 10 that strong seasonal orders from the traditional electronics sector, coupled with a higher proportion of high-value products, helped the company swing back to profit in the third quarter of 2025.
As GPU counts in AI servers soar, rack power consumption has reached record highs, straining data-center energy systems. In response, major European and US power semiconductor makers, including STMicroelectronics (STM) and Onsemi, are rolling out advanced power-management technologies to enhance efficiency, reduce heat, and lower overall system costs.
China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited export exemptions while urging dialogue to stabilise global supply chains.
