Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical thermal interface process technology to enter the advanced packaging markets for AI, GPUs, and high-performance computing chips to boost its business growth.

ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However, a strong New Taiwan Dollar dented second-quarter profitability.

Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from the initially proposed 32%, but remains higher than the 15% rates assigned to Japan and South Korea. While the policy adds fresh pressure to Taiwan's trade-heavy economy, local industries say the blow is manageable thanks to early diversification efforts and well-prepared contingency strategies.

At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected to outperform the first, driven by sustained capital expenditure growth from major cloud service providers (CSPs).

Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating income rose 31% to US$19.2 billion. The company cited strong performance in its retail and advertising segments, although Amazon Web Services (AWS) encountered supply chain challenges and margin pressures. These factors moderated investor response amid the ongoing expansion of artificial intelligence (AI) applications across the business.

SK Telecom (SKT) has recently released several AI models in 2025, as it seeks to earn a place in the South Korean government project for developing the country's sovereign AI.

The 2025 World AI Vision Exhibition (WAVE) kicked off on July 31, 2025, in Taipei, Taiwan, organized by the Administration for Digital Industries under Taiwan's Ministry of Digital Affairs (MODA). The exhibition, also referred to as the AI Wave Show, brought together more than 200 technology companies, highlighting solutions including generative AI, large language models (LLM), agent AI, and physical AI.

Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing goods.

Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains. The company expects continued momentum into the third quarter, fueled by accelerating AI chip demand. AI-related revenue accounted for 15–16% of first-half sales and is on track to reach the full-year target of 20%, with 2026 projections climbing to 25%.

The US has imposed a 20% tariff on imports from Taiwan, though Taiwanese President William Lai has said the rate is temporary as talks continue. Pegatron chairman T.H. Tung remains confident in the Taiwanese electronics industry's ability to handle these challenges.

The US reciprocal tariff policy has disrupted the shipment patterns of consumer electronics. Piao-Fu Chen, chairman of leading plastic injection and mold manufacturer Nishoku Technology, reported that in the first half of 2025, clients pulled in goods early in response to tariffs. Now, the momentum has significantly slowed, and the outlook for the second half has turned conservative. The second half is typically stronger than the first, but this year it is expected to be worse; a phenomenon never seen before.