Goldkey eyes growth momentum in 2H25 by capturing AI edge memory market

Memory module manufacturer Goldkey transitioned from the emerging stock market to a listed company, achieving revenue of NT$3.163 billion (US$105.5 million) in the first half of 2025, representing nearly 30% year-over-year growth. Market analysts are optimistic that with memory prices rebounding and the continuous expansion of artificial intelligence (AI) applications, the company’s operational performance will maintain its momentum in the second half of the year.

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Transcom’s entry into Taiwan’s advanced military projects boosted by certification

Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has made a breakthrough in the critical field of defense communications. The company is also actively expanding into the commercial microwave market, demonstrating strong momentum through a dual-track development strategy.

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APN transforms transmission architecture, bringing new energy-saving solutions to Taiwan

With the rapid rise of generative AI (GenAI) and immersive applications, traditional network technologies are struggling to meet the surging data transmission demands. At the Open Compute Project Asia-Pacific Summit (OCP APAC Summit) held on August 5, 2025, Jhih-Heng Yan from the Chunghwa Telecom Laboratories highlighted that the all-photonics network (APN) not only breaks through the limitations of conventional network transmission and latency but also offers a new solution to Taiwan’s data center power supply challenges.

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Beijing Court rejects Innoscience’s appeal in patent dispute with EPC

Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed an appeal filed by Innoscience (Suzhou). The ruling reaffirmed the validity of EPC’s Chinese patent ZL201080015425.X, related to the “Compensated gate MISFET and its manufacturing method,” a key patent in enhancement-mode GaN field-effect transistors (FETs).

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Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast

Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite the decline in profits, the company anticipates a modest revenue rise in the coming quarter and has increased its full-year profit forecast, citing market recovery signs and a reduced impact from US tariffs.

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Intel’s server chip dominance erodes as AMD expands market share

Intel’s grip on the server CPU market is slipping, with Advanced Micro Devices (AMD) closing the gap at a pace that may soon bring the once-dominant chipmaker to parity. As Intel grapples with uncertainty around the future of its 14A (1.4nm) node development and contends with Samsung’s recent win of a major wafer order from Tesla, AMD is poised to deliver another blow with its second-quarter earnings, scheduled for release on August 5 in the US.

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Meta highlights heterogeneous integration as key for GPU deployment scaling to millions

The Open Compute Project Asia-Pacific Summit began on August 5 in 2024, in Taiwan, attended by several Meta Platforms Inc. representatives. Industry sources indicate that once GPU deployment surpasses one million units, relying on a single GPU model is impractical. Achieving heterogeneous integration across data center layers and addressing flexible scalability while ensuring adequate power and space are critical challenges.

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