Broadcom is emerging as a key supplier in the artificial intelligence (AI) supply chain, with revenue from AI-related chips now comprising a majority of its semiconductor business.
Tatung has reported an over 4% year-over-year rise in May 2025 revenue, thanks to significant demand for its electronic manufacturing services (EMS) from customers reacting to US tariffs, as well as stable shipments of power equipment.
While Taiwan's e-commerce growth has moderated, service providers like Hsin Hsin Galaxy continue to outperform, with the integrated e-commerce operations firm posting NT$2.069 billion (US$69 million) in revenue from January to May 2025, up 22% year-over-year and setting a new record for the third consecutive year during this period.
Horizon Fixture Group reported resilient demand from key US retail clients—including Home Depot, Lowe's, and Kohl's—despite challenges posed by prolonged US customs inspections. The company noted that order recognition for some shipments has been delayed due to cumbersome US customs inspection procedures, but deferred orders are expected to be gradually recognized from June 2025, which could bolster operational momentum in the months ahead.
Amid escalating geopolitical tensions, global defense spending is surging, transforming the sector into a strategic growth pillar alongside semiconductors. For Taiwan's ChenFull Precision Co., these two industries form the backbone of its operations. While the company's defense segment remains modest in scale, its gross margin approaches 70%—a remarkable figure that outpaces all other business units and now serves as a critical driver of ChenFull's broader corporate growth.
On June 10, 2025, Taiwan's Ministry of Economic Affairs (MOEA) invited Premier Jung-Tai Cho to attend the joint award ceremony for the National Industry Innovation Award and National Invention Creation Award. Cho stated that besides continuously promoting the "Five Trusted Industry Sectors," relevant ministries are drafting a new AI infrastructure plan aimed at driving the next wave of AI development in Taiwan. The goal is to industrialize AI, integrate AI into various industries and public sectors, and establish the most comprehensive supply chain.
AMD on June 12 officially confirmed that its next-generation AI accelerators—the Instinct MI350X and MI355X—will feature 12-high HBM3E memory supplied by Samsung and Micron. The confirmation marks a strategic win for Samsung, which has faced challenges qualifying its HBM3E for use in Nvidia's AI chips.
Buima told shareholders at its annual meeting Wednesday that the company will focus on cost reduction and efficiency gains while expanding its green energy operations internationally as it works to emerge from a business downturn.
The SEMI has announced the appointment of Tien Wu, Chief Operating Officer (COO) of ASE Group, as the new Chairman of its International Board of Directors. Wu will succeed Mary Puma, the Executive Advisor of Axcelis Technologies, in this prestigious role, where he will lead SEMI's global operations, oversee its talent development programs, and work toward fostering the collaborative goals of the semiconductor industry community.
Taiwan's AI health tech startup FaceHeart Corp., a spin-off from a research team at National Yang-Ming Chiao Tung University (NYCU), has once again received international acclaim--this time in France at VivaTech 2025, Europe's largest tech innovation event held in Paris from June 11 to 14.
The world's top three DRAM manufacturers have confirmed a shift from DDR4 specifications to advanced process products. Following the announcements from two major South Korean memory makers regarding their DDR4 discontinuation schedules, Micron has officially notified customers that DDR4 will reach the end of life (EOL), with shipments expected to cease gradually over the next two to three quarters.
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