08
Aug
Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of the AI revolution. With revenue declining across multiple business units in recent years, Tan has launched broad-based layoffs, project rationalizations, and a reset of manufacturing priorities—moves aimed at boosting efficiency and restoring competitiveness.
08
Aug
TSMC 2nm leaks under national security probe; situation is non-critical for now
TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security Act. A senior government official stated that the National Science and Technology Council (NSTC) has already begun enlisting experts to determine whether the information leaked by a TSMC engineer involves serious national core critical technologies. However, the official also noted that TSMC’s key production parameters and trade secrets are stored in segmented parts; if the leaker only obtained a portion, other companies would be unable to use it even if acquired.
08
Aug
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly recruiting high-tech talent in Taiwan illegally.
08
Aug
UMT sees July revenue slump but expects recovery as satellite shipments resume
Universal Microwave Technology (UMT), a Taiwanese manufacturer of high-frequency communication components, reported a significant year-over-year decline in revenue for July 2025, but the company maintains that underlying business momentum remains stable as structural and seasonal factors ease.
08
Aug
TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity
VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera adoption expands and automotive sensing features reach lower-tier vehicle models. Meanwhile, shipments of micro-optics elements (MOE) are seeing short-term weakness due to dispersed customer product lines, with recovery expected no earlier than 2026.
08
Aug
Nuvoton sees slower auto recovery, eyes growth in EV and battery management
Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the impact of China’s low-cost electric vehicles (EVs) rippling far beyond its borders and reshaping global supply chains.
08
Aug
Beijing’s grand chip merger vision falters over clashing interests
Beijing’s push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen domestic competitiveness and reduce foreign dependency, consolidation talks are stalling over valuation gaps, equity disputes, and politically charged local interests, highlighting how national ambition is being dragged down by fragmented governance.
08
Aug
Everlight Chemical sees impact of tariffs, exchange rates on July revenue
Everlight Chemical posted NT$6.216 billion (approx. US$208 million) in consolidated revenue for July 2025, a decrease of NT$72.27 million (approx. US$2.4 million) or 10.4% year-on-year from the NT$6.939 billion (approx. US$232 million) in July 2024.
08
Aug
‘China for China’ becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their “China for China” strategy — partnering with local Chinese foundries to localize manufacturing and strengthen supply chain resilience within the country.
08
Aug
Southern Taiwan Science Park looks to boost biotech growth
The Southern Taiwan Science Park (STSP) Bureau, under the National Science and Technology Council (NSTC), hosted the STSP LINK Gathering event at the Messe Taoyuan convention and exhibition center on August 7. The event was combined with the inaugural BIOMED-X “2025 Biomedical Startup Matchmaking Expo,” attracting participation from more than 100 corporations, research and development units, distributors, and investment firms across Taiwan’s biomedical sector.