As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily in extreme ultraviolet (EUV) lithography equipment through public-private partnerships. In contrast, South Korea, constrained by limited budgets, is lagging in deploying cutting-edge tools, raising concerns that it may lose ground in the race for semiconductor supremacy.

TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.

As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.

Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in 2025, thanks to an increase in pull-ins from electric vehicle (EV) customers and the continued growth of low Earth orbit (LEO) satellites and refrigerated containers.

AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and acoustic module suppliers, original equipment manufacturers, and brand integrators, the ecosystem is expanding rapidly, reminiscent of the early boom in smartphones and wearables.

Global interconnect solutions provider BizLink Group opened a new facility in Tainan on June 26, underscoring its focus on localized R&D and production. Chairman Roger Liang said the company is holding firm on its double-digit revenue growth target for 2025, citing surging demand for AI and high-performance computing (HPC) and stable growth in semiconductor equipment orders, despite geopolitical risks, tariffs, and currency headwinds.