High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484 million (US$15.7 million) in revenue for the quarter and a net income of NT$88 million. The consolidated revenue for the first three quarters totaled NT$1.62 billion. Overall revenue has shown a steady month-by-month increase, indicating that the company has recovered from the early-quarter revenue dip caused by delayed shipments due to customer testing.

As India prepares to begin commercial chip production by late 2025, much of the discussion has focused on new fabs in Gujarat.

The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for supply has driven the order fulfillment rate of major US and Chinese customers down to about 70%. Server DRAM contract prices have surged sharply by 40-50%, with capacity constraints also impacting lower-priority customers, whose fulfillment rates could drop below 40% over the next two quarters.