WinWay reports record revenue growth driven by AI demand in 2025

Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuit (ASIC) customers. The company’s December revenue reached NT$928 million (US$29.44 million), up 103.79% year over year and 48.42% from November.

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Taiwan’s Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier

Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry.

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LinkCom targets high-end networking as magnetic component sales rebound

With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers and LAN-type transformers maintained steady growth, boosting sales of its core magnetic component business. This resulted in a significant 13% increase compared with 2024 and helped lift full-year 2025 revenue to a record high.

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AI-driven surge in computing power transforms data center energy architecture

As artificial intelligence (AI) advances and computational demands intensify, the industry is witnessing a fundamental shift in how AI system architecture is understood, with energy and power supply emerging as critical constraints. The anticipated arrival of next-generation GPU platforms such as Nvidia’s Blackwell and Vera Rubin after 2026 highlights looming challenges in rack-level power delivery, forcing the power supply sector to evolve beyond traditional roles toward accelerated development at the device level.

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