IntelliEPI projects record 2025 revenue driven by AI, defense demand amid supply challenges

Intelligent Epitaxy Technology (IntelliEPI), a supplier of epitaxial wafers, is positioned for strong performance in 2025, driven by increasing demand in the artificial intelligence and defense sectors. The company’s chairman, Yung-Chung Kao, anticipates moderate operational growth in the second quarter of 2025, supported by a positive outlook for orders. However, the supply of indium phosphide (InP) substrates remains a critical variable, with shipments expected to remain balanced. The company’s overarching goal is to achieve an all-time revenue peak for the year.

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Taiwan’s MPI sees solid start to 2025 despite currency and tariff headwinds

Semiconductor testing interface and equipment provider MPI Corporation delivered a stronger-than-expected first quarter in 2025, driven by robust demand from AI and high-performance computing (HPC) clients. Despite the typical seasonal slowdown, the company reported near-full capacity utilization and double-digit year-over-year growth across key metrics.

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