Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market demand and a surge of urgent orders during the tariff grace period. However, continued New Taiwan Dollar appreciation against the US Dollar placed pressure on overall profit margins. For the third quarter of 2025, Yageo CEO David Wang expects revenue to grow at a low single-digit rate, with gross margin and profitability continuing to trend slightly upward.

Samsung Electronics is accelerating the resumption of construction at the fourth phase (PH4) of its Pyeongtaek Campus Line 4 (P4) in South Korea, where construction was halted last year. The urgency stems from Samsung’s need to mass-produce its 10nm-class sixth-generation DRAM (1c DRAM). Samsung plans to begin preliminary work in August 2025 to ensure the smooth commencement of official construction in November.

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand its homegrown AI infrastructure.