Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector. PowerTech posted a net profit after tax of NT$786 million (US$24.85 million), up 16.27% year over year, while ChipMOS reported NT$255 million, a 240% increase compared to the previous year.

ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand from China and robust orders from advanced logic and foundry customers. The company also raised its outlook for the first quarter of 2026, signaling growing confidence in the semiconductor capital-spending cycle.

The silicon photonics (SiPh) and common packaged optics (CPO) solutions supply chains are emerging this year. Japanese testing equipment maker Advantest says that although optical communications have advantages in energy efficiency and high transmission speeds, there remains three major technical challenges that have yet to be standardized before related chip products are formally launched. These issues will need to be addressed as the industry transitions from electrical to optical communications.