TSMC sets April revenue record at US$11.55 billion; YTD tops US$33 billion

TSMC, the world’s top contract chipmaker, posted consolidated revenue of NT$349.57 billion (approx. US$11.55 billion) in April 2025, up 22.2% from March and 48.1% from a year earlier. The figure exceeded the NT$300 billion mark and surpassed the previous monthly record of NT$314.24 billion set in October 2024. April marked TSMC’s 16th straight month of annual revenue growth.

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WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25

WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.

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Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand

Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but down 3.5% year-over-year. Gross margin slipped slightly to 29.5%, edging down 0.1pp both sequentially and annually. Operating profit rose 23.2% quarter-over-quarter to NT$460 million, though it marked an 18.0% decline compared to a year earlier.

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Exchange rate and price pressure hit Flexium, resulting in 1Q25 loss

Flexible printed circuit (FPC) manufacturer Flexium Interconnect (Flexium) reported a loss in the first quarter of 2025 due to continued weak demand for smartphones and no significant improvement in capacity utilization. The company also faced ongoing price reductions on older models. Despite these challenges, Flexium stressed its commitment to accelerating the transition toward higher-value products this year to return to profitability. This strategic shift aims to mitigate potential future shocks from reciprocal tariffs and sharp exchange rate fluctuations.

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