Advanced packaging emerges as AI’s next performance frontier, insights from DIGITIMES analyst Tony Huang

As Moore’s Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang. Speaking with DIGITIMES Asia, Huang emphasized that heterogeneous integration is now as pivotal to system performance as transistor scaling once was.

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Twoway Communications reports strong revenue and outlines growth strategy under new COO

Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross margin of 37%. The company posted a net profit attributable to the parent company of NT$38 million, reflecting significant increases in both revenue and profitability compared to the previous quarter.

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Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery

Novatek Microelectronics, Taiwan’s top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company’s market outlook. He said the stronger New Taiwan dollar, tariff uncertainties, and weak demand in consumer electronics and PCs have led panel makers to reduce capacity to keep prices steady, softening typical peak-season demand in the third quarter of 2025.

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Far EasTone posts record 3Q25 revenue driven by mobile and ICT segment growth

Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new historical high for the period. The telecom operator’s growth was fueled by multiple enterprise IT project deliveries, steady prepaid card business expansion, and strong sales of Apple’s iPhone 17 series.

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Arm’s EVP says AI is no bubble, highlights Taiwan’s strategic role

Drew Henry, Arm’s executive vice president of strategy and ecosystems and former Nvidia GeForce general manager, emphasized in a recent media interview that artificial intelligence (AI) has redefined computing. He highlighted how Arm secures its position in the rapidly evolving AI ecosystem through specialized, optimized compute platforms with built-in AI capabilities.

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TAITRA leads 270 firms to US auto shows for EV and smart vehicle opportunities

Amid the global trend toward automotive electrification and smartification, the Ministry of Economic Affairs (MOEA) has commissioned the Taiwan External Trade Development Council (TAITRA) to spearhead a Taiwan Pavilion at the Automotive Aftermarket Products Expo (AAPEX) and Specialty Equipment Market Association (SEMA) Show, aiming to support Taiwan auto parts suppliers in securing orders in major US trade shows. A total of 270 Taiwanese companies showcased their products, marking the second-largest delegation at the joint events.

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