Semco reports record revenue for 2025, driven by AI and automotive sectors

Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year, propelled by strong demand for AI and server multilayer ceramic capacitors (MLCCs), according to reports from Money Today and ZDNet Korea. Operating profit climbed 24% to KRW913.3 billion, while quarterly results also showed significant growth.

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Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation plans by March 2026, as Taiwan grapples with rising electricity demand from AI data centers and mounting net-zero carbon commitments.

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Lightmatter partners with GUC and Cadence to break AI bandwidth barriers

Lightmatter has announced parallel collaborations with Global Unichip Corp. (GUC) and Cadence to accelerate the deployment of Co-Packaged Optics (CPO) in data centers. By integrating Lightmatter’s photonic technology with GUC’s ASIC capabilities and Cadence’s design IP, the trio aims to eliminate the connectivity bottlenecks that are restricting hyperscale AI workloads.

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Column: From black-and-white TVs to AI chips, Taiwan’s export leadership continues

Taiwan’s information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2% of Taiwan’s exports in 2024. This share is projected to rise to roughly 74% in 2025, reflecting the island’s unique position in global industrial competition and underscoring profound implications for the country’s future industrial trajectory.

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Taiwan’s machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge

The removal of US tariffs on Taiwan’s machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while this short-term resolution eases concerns, long-term challenges such as exchange rate fluctuations remain unresolved. Even as market doubts fade and demand shows signs of recovery, Taiwanese manufacturers cannot afford complacency.

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