Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients in 2025. Cumulative consolidated revenue for the first half of the year reached a 12-year high, with annual growth of 121%. However, due to the strong appreciation of the New Taiwan dollar in the second quarter, EZconn faced exchange losses from non-operating income, likely causing the overall second quarter profit to fall below the first quarter. The exchange rate impact is expected to ease in the second half. With new projects shipping, EZconn expects stronger operations.

More than three years after Russia invaded Ukraine, peace remains out of reach—and fears of another flashpoint are growing in the Taiwan Strait. With backing from the US, Taiwan is stepping up its military readiness, extending mandatory conscription, and increasing defense spending to sharpen its asymmetric warfare capabilities.

The National Science and Technology Council (NSTC) has outlined four main strategies for the development of semiconductor technology in Taiwan: sustaining current advantages, global expansion, innovation in applications, and adaptation for sustainability. The aim is to secure Taiwan’s position as a key player in the global semiconductor industry, while also advancing the application of semiconductor technology in various industries, including biomedical and agricultural applications.