TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity

VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera adoption expands and automotive sensing features reach lower-tier vehicle models. Meanwhile, shipments of micro-optics elements (MOE) are seeing short-term weakness due to dispersed customer product lines, with recovery expected no earlier than 2026.

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M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25

Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan dollar offset operating profits. The company recorded a foreign exchange loss of NT$90.53 million (US$3.03 million), dragging quarterly performance into the red despite revenue growth.

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Southern Taiwan Science Park looks to boost biotech growth

The Southern Taiwan Science Park (STSP) Bureau, under the National Science and Technology Council (NSTC), hosted the STSP LINK Gathering event at the Messe Taoyuan convention and exhibition center on August 7. The event was combined with the inaugural BIOMED-X “2025 Biomedical Startup Matchmaking Expo,” attracting participation from more than 100 corporations, research and development units, distributors, and investment firms across Taiwan’s biomedical sector.

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Beijing’s grand chip merger vision falters over clashing interests

Beijing’s push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen domestic competitiveness and reduce foreign dependency, consolidation talks are stalling over valuation gaps, equity disputes, and politically charged local interests, highlighting how national ambition is being dragged down by fragmented governance.

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