Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial results for the second quarter of fiscal 2025 (2Q25, covering January to March), released on May 2. However, growing market concerns indicate a potential continuous slowdown in iPhone sales in China, which could significantly impact Apple’s overall operational performance.

Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators starting in the second quarter of 2025. The company will also initiate trial production of glass core substrates (GCS).

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but turbulent—era of Pat Gelsinger. Since taking the helm in early 2025, Tan has moved quickly to flatten Intel’s management structure, tighten focus on customer needs, and realign the company around software-driven, AI-centric chip development.

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day. This marked the currency’s strongest single-day gain in more than three decades.