Taiwan’s test interface supplier Keystone Microtech Corp. expects sustained order momentum through late 2025, fueled by growing demand for chip testing in AI and high-performance computing (HPC) applications. At the company’s annual shareholder meeting, Director and President An-hsuan Liu said order visibility remains strong through the fourth quarter and projected minimal impact from reciprocal tariffs on the broader semiconductor market in the second half of the year. Keystone is forecasting sequential revenue increases and targeting double-digit annual growth.

Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia’s certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong brokerage cited by South Korea’s Businesspost. The tech giant is now targeting a fourth certification attempt in September.

Taiwan’s passive component supply chain posted a modest revenue decline in May, as fading momentum from US-China tariff-driven rush orders and a strengthening New Taiwan dollar weighed on dollar-denominated earnings.

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75% month-over-month decline in April. Cumulative revenue for the first five months reached NT$2.109 billion, up 3.4% year-over-year, driven largely by growing demand for materials analysis (MA) and services from Japanese research labs.