Coretronic sees July revenue drop by 23%

Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million) in June and a 13% decline year-over-year. The company’s cumulative consolidated revenue in the first seven months of 2025 reached NT$21.477 billion (US$719 million), down by 5% from the NT$22.719 billion (US$760 million) during the same period in 2024.

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Micron reportedly trims China workforce, focusing on R&D and support functions

Micron Technology has reportedly launched a new round of layoffs in its China operations, starting August 11, 2025, affecting embedded research and development, testing, and technical support teams — including field application engineers (FAE) and application engineers (AE) — in major hubs such as Shanghai and Shenzhen. Industry observers view the move as a strong signal that Micron is scaling back its presence in the mainland market, even as the company reports record global revenue.

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ASMPT to wind down Shenzhen plant in China, cutting 950 jobs

Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as part of a strategic overhaul of its China manufacturing operations. The move, approved by AEC shareholders on August 8, 2025, triggers a voluntary liquidation process overseen by a dedicated committee.

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ASE invests US$217 million to expand advanced packaging capacity in Kaohsiung

ASE Technology Holdings, a leading global semiconductor assembly and testing company, will invest approximately NT$6.5 billion (US$217 million) to purchase a factory and related facilities in Lujhu District, Kaohsiung City, through its subsidiary. The acquisition from Win Semiconductors aims to boost ASE’s advanced packaging capacity amid growing demand.

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South Korean President grants mass pardon, Samsung and SK elites relieved

With South Korea’s Liberation Day approaching on August 15, President Jae-Myung Lee has decided to grant pardons to key figures, including former senior executives of Samsung’s Future Strategy Office. This move is widely seen by the South Korean industry as a temporary resolution to the judicial crisis that has troubled Samsung Electronics for over a decade.

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Taiwan’s Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs

Taiwan’s Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut.

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H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent

Despite positive news that Nvidia and AMD’s H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented condition: Nvidia must remit 15% of its sales revenue from these chips in the Chinese market back to the US government. This move immediately sparked uproar in Chinese public opinion.

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SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth

South Korea’s SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver.

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