EV adoption stalls in Taiwan as net-zero targets quietly recede

Since early 2025, Taiwan’s real estate and auto markets have been sluggish, with car sales in a prolonged downturn. Though the government once set ambitious electric vehicle (EV) adoption targets under its 2050 net-zero carbon roadmap—including EVs accounting for 10% of all new car sales and 20% of motorcycles by 2025—those goals have since been quietly softened. As of 2024, Taiwan has fallen significantly short: EVs represented just 8.3% of new car sales and electric scooters 10.5%.

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Goldkey eyes growth momentum in 2H25 by capturing AI edge memory market

Memory module manufacturer Goldkey transitioned from the emerging stock market to a listed company, achieving revenue of NT$3.163 billion (US$105.5 million) in the first half of 2025, representing nearly 30% year-over-year growth. Market analysts are optimistic that with memory prices rebounding and the continuous expansion of artificial intelligence (AI) applications, the company’s operational performance will maintain its momentum in the second half of the year.

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Transcom’s entry into Taiwan’s advanced military projects boosted by certification

Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has made a breakthrough in the critical field of defense communications. The company is also actively expanding into the commercial microwave market, demonstrating strong momentum through a dual-track development strategy.

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APN transforms transmission architecture, bringing new energy-saving solutions to Taiwan

With the rapid rise of generative AI (GenAI) and immersive applications, traditional network technologies are struggling to meet the surging data transmission demands. At the Open Compute Project Asia-Pacific Summit (OCP APAC Summit) held on August 5, 2025, Jhih-Heng Yan from the Chunghwa Telecom Laboratories highlighted that the all-photonics network (APN) not only breaks through the limitations of conventional network transmission and latency but also offers a new solution to Taiwan’s data center power supply challenges.

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Beijing Court rejects Innoscience’s appeal in patent dispute with EPC

Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed an appeal filed by Innoscience (Suzhou). The ruling reaffirmed the validity of EPC’s Chinese patent ZL201080015425.X, related to the “Compensated gate MISFET and its manufacturing method,” a key patent in enhancement-mode GaN field-effect transistors (FETs).

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Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast

Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite the decline in profits, the company anticipates a modest revenue rise in the coming quarter and has increased its full-year profit forecast, citing market recovery signs and a reduced impact from US tariffs.

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