08
Aug
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.
08
Aug
Taiwan races to build drone army as China stockpiles 2 million UAVs
Taiwan’s ambitious plans to scale up its drone fleet are facing fresh scrutiny after supply chain sources revealed that China is stockpiling as many as 2 million unmanned aerial vehicles (UAVs), a volume that dwarfs Taiwan’s current production capacity and could further strain the island’s defense-oriented drone sector.
08
Aug
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan dollar offset operating profits. The company recorded a foreign exchange loss of NT$90.53 million (US$3.03 million), dragging quarterly performance into the red despite revenue growth.
08
Aug
OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan
OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting AI adoption in the public sector.