MediaTek reported its second-quarter 2025 earnings on July 30, with revenue landing near the top end of guidance and gross margin beating expectations, despite adverse foreign exchange impacts.

Everlight Chemical announced its unaudited consolidated revenue for June 2025 was NT$598 million (approx. US$20.1 million), down 15.5% compared to the same period in 2024. The consolidated operating net loss was NT$44.79 million, a decline of NT$67.05 million compared to the net profit in June 2024. The consolidated pre-tax net loss was NT$58.17 million, down NT$83.97 million from the same period last year.

Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under the CLOUD Act, raising renewed concerns about dependence on American cloud providers.

The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as DynaPack, Delta Electronics, AES, and Lite-On are set to continue benefiting from this trend.