Benefiting from a tariff buffer period, customers actively stocked up in advance. Powertech Technology Inc. (PTI)’s invested testing and packaging subsidiary, Greatek Electronics, reported consolidated revenue of NT$8.218 billion (US$276.8 million) for the first half of 2025, marking a year-over-year increase of 10.1%. The utilization rate in the second quarter rose by 5% quarter-over-quarter, although the appreciation of the New Taiwan dollar and rising electricity costs impacted gross margin performance.

Taiwan Mobile (TWM) has launched a “Superman Project” aimed at equipping employees with the know-how to implement AI tools across all of the company’s business segments, from IT development and backend operations to physical retail and customer support. In addition to a technical upgrade, the move represents a total transformation of corporate culture as AI promises to accelerate digital transition, offering other companies a blueprint for AI-driven transformation.

On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous year and well below the earlier projection of JPY727 billion and market expectations of JPY719 billion.