As US and Japan expand EUV capabilities, South Korea faces semiconductor setback

As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily in extreme ultraviolet (EUV) lithography equipment through public-private partnerships. In contrast, South Korea, constrained by limited budgets, is lagging in deploying cutting-edge tools, raising concerns that it may lose ground in the race for semiconductor supremacy.

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Niching sees strong growth ahead as AI boosts demand for advanced packaging

As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.

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Well Shin looks to EVs, LEO satellites, and refrigerated containers for growth in 2025

Despite ongoing uncertainties in the market, such as exchange rates and tariffs, cable manufacturer Well Shin Technology is optimistic it will be able to maintain overall growth in 2025, thanks to an increase in pull-ins from electric vehicle (EV) customers and the continued growth of low Earth orbit (LEO) satellites and refrigerated containers.

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BizLink positions for AI hardware upswing with new sites, localized output

Global interconnect solutions provider BizLink Group opened a new facility in Tainan on June 26, underscoring its focus on localized R&D and production. Chairman Roger Liang said the company is holding firm on its double-digit revenue growth target for 2025, citing surging demand for AI and high-performance computing (HPC) and stable growth in semiconductor equipment orders, despite geopolitical risks, tariffs, and currency headwinds.

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Q3 outlook: smartphone industry weighs tariff risks against product launch momentum

As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty, and currency volatility. These macroeconomic headwinds continue to weigh on consumer sentiment, making a strong recovery in end-market demand increasingly difficult. Industry analysts are warning of rising operating costs and mounting challenges for smartphone vendors in the second half of the year.

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Yageo’s acquisition of Shibaura approved by Taiwan’s MOEA; takeover bid period extended three times

Taiwan-based passive components giant Yageo announced on June 25, 2025, that its previously disclosed tender offer to acquire Japan’s Shibaura has received approval from Taiwan’s Ministry of Economic Affairs (MOEA) Investment Commission. According to relevant Japanese regulations, the takeover bid (TOB) period will be extended from the original deadline of July 1 to July 9, as Yageo continues to gradually increase its shareholding stake.

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