SEMICON Taiwan 2025: Alliance Material showcases breakthrough double-sided RDL glass substrate process

Alliance Material, a semiconductor materials company, reported a surge in revenue in August 2025, reaching NT$67.93 million (US$2.23 million), a 15.84% increase from July and nearly four times higher year-over-year. Its cumulative revenue for the first eight months rose 204.15% to NT$280 million compared to the same period in 2024, marking its highest monthly performance since April 2016.

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Commentary: Decoding the new semiconductor world order

The semiconductor landscape has fundamentally shifted. As we move from 2025 to 2026, three forces dominate global technology discourse: semiconductors, artificial intelligence, and the Trump administration’s trade policies. In Japan and South Korea, semiconductors are aptly called the “rice of industry”—and in our data-driven economy, this metaphor has never been more relevant.

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