Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company’s gross margin remained stable at 31.25%, slipping marginally by 0.26% compared with the same period last year. However, cautious customer ordering in the third quarter has tempered the company’s earlier projections of modest annual growth.

The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has jolted South Korea’s semiconductor industry. Analysts warn the decision could prevent the companies from migrating to advanced nodes and undermine their ability to expand or upgrade local operations.

In response to the threat of tariffs from the Trump administration, Taiwan’s electronics contract manufacturing industry has been expanding into the US, adding to its already vast footprint across China, ASEAN countries, India, and Mexico. Since contract manufacturing often generates revenues in the trillions of New Taiwan Dollars, companies in this industry have usually overlooked startups that have capital in the mere millions, or even just several hundred thousand New Taiwan Dollars.