With the global semiconductor landscape undergoing major realignment and the explosive rise of AI, 2025 is widely seen as a pivotal year for the convergence of AI and semiconductor technologies. In response to this momentum, JC Capital hosted its 2025 Wisdom Capital L.P. Annual Investor Meeting this May in Fukuoka, Japan, reaffirming our commitment to bridging Taiwan’s supply chain capabilities with global innovation resources. The event was led by CEO Jim Chen, CFO Karin Huang, Partner Chang-Chi Hsu and Partner Rahul Agarwal, who shared the firm’s latest investment milestones and strategic outlook. In addition to keynote addresses by leading industry figures, the summit witnessed the signing of three Memorandums of Understanding (MOUs) between portfolio and strategic partner companies, marking a new chapter of cross-border collaboration in the AI and semiconductor sectors. 60% of Portfolio Companies Expected to Go Public by 2026 As of Q1 2025, JC Capital has completed investments in 19 innovative startups. Among them, 6 companies successfully entered the public markets in 2024, with 9 expected to be publicly listed by the end of 2025—representing 45% of the entire portfolio. Looking ahead, JC Capital anticipates that 60% of its portfolio companies will be publicly traded by 2026. The firm also projects a portfolio-wide Internal Rate of Return (IRR) of 56% by the end of 2025, underscoring the team’s strategic foresight and execution capabilities in aligning capital with industry value chains. Taiwan-Japan Alliance: Deepening Supply Chain Integration and Long-Term Collaboration A key theme of this year’s summit centered on “With the Rise of Regional Manufacturing Trends, How Taiwan and Japan Redefine Their Strategic Partnership in the Semiconductor Supply Chain” We were honored to welcome three distinguished industry leaders—Patrick Lee, Chairman of TASC Group; Thomas Hsieh, CEO of KINIK Company; and Po-Wei Sung, General Manager of TONO Corporation—to share their perspectives. Each speaker explored the evolving dynamics of cross-border collaboration from the lenses of supply chain integration, joint technology development, and market expansion. Emphasizing mutual prosperity, they underscored the importance of strengthening long-term partnerships between Taiwan and Japan in an era of increasing geopolitical complexity. Agentic AI Poised to Reshape Industry Landscapes The summit also spotlighted the future of Agentic AI—an emerging paradigm in artificial intelligence that empowers systems with autonomous decision-making and adaptive capabilities. We were privileged to feature two visionary speakers: Diomedes Kastanis, CTO of Microsoft APAC and Advisor to ThinkAR, and Sangeet Kumar, Co-Founder and CEO of…

Austin, TX, July 29, 2025 – Ambiq Micro, Inc. (“Ambiq”), a technology leader in ultra-low-power semiconductor solutions for edge AI, today announced the pricing of its upsized initial public offering of 4,000,000 shares of its common stock at a public offering price of $24.00 per share. The gross proceeds to Ambiq from the offering, before deducting underwriting discounts and commissions and other offering expenses payable by Ambiq, are expected to be $96.0 million. In addition, Ambiq has granted the underwriters a 30-day option to purchase up to an additional 600,000 shares (solely to cover over-allotments, if any) of its common stock at the initial public offering price, less underwriting discounts and commissions. The shares are expected to begin trading on the New York Stock Exchange under the ticker symbol “AMBQ” on July 30, 2025, and the offering is expected to close on July 31, 2025, subject to the satisfaction of customary closing conditions. BofA Securities and UBS Investment Bank are acting as joint lead book-running managers for the offering. Needham & Company and Stifel are acting as joint book-running managers for the offering. A registration statement relating to the offering of securities was declared effective by the U.S. Securities and Exchange Commission on July 29, 2025. The offering is being made only by means of a prospectus. When available, copies of the final prospectus relating to the offering may be obtained by contacting: BofA Securities, NC1-022-02-25, 201 North Tryon Street, Charlotte, North Carolina 28255-0001, Attention: Prospectus Department, or by email at dg.prospectus_requests@bofa.com or UBS Securities LLC, Attention: Prospectus Department, 1285 Avenue of the Americas, New York, New York 10019, by telephone at (888) 827-7275 or by emailing ol-prospectus-request@ubs.com. This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or other jurisdiction. About Ambiq Ambiq’s mission is to enable intelligence (artificial intelligence (AI) and beyond) everywhere by delivering the lowest power semiconductor solutions. Ambiq enables its customers to deliver AI compute at the edge where power consumption challenges are the most severe. Ambiq’s technology innovations, built on the patented and proprietary subthreshold power optimized technology (SPOT®), fundamentally deliver a multi-fold improvement in power…

Mr. Archie Hwang, a distinguished alumnus of National Yang Ming Chiao Tung University (NYCU) and founder of HERMES-EPITEK Corporation, has generously donated accelerator-based Boron Neutron Capture Therapy (BNCT) equipment, developed by Heron Neutron Medical Corp., to his alma mater. Valued at NT$1.2 billion, including installation costs, the equipment will be installed at Taipei Veterans General Hospital (TVGH). The signing ceremony on October 22, 2024, was attended by Mr. Hwang, Dr. Wei-Ming Chen, Superintendent of Taipei Veterans General Hospital, and Dr. Chi-Hung Lin, President of NYCU.The equipment is expected to be installed by 2025 and completed by 2027. It will be provided free of charge to Taipei Veterans General Hospital to enhance cancer care, clinical teaching, and research. This makes the hospital one of the few worldwide to offer both heavy particle therapy and accelerator-based BNCT, raising Taiwan’s cancer treatment to international standards. This state-of-the-art equipment, developed in Taiwan, follows the global efforts of Japan, the U.S., China, and South Korea, and has received approval from Taiwan’s Ministry of Health and Welfare. Collaboration between academia and healthcare will further boost Taiwan’s biotechnology and medical industries. BNCT is a highly targeted cancer therapy combining drugs and radiation. Boron-containing drugs selectively accumulate in tumor cells, which are then irradiated with a neutron beam, triggering a nuclear reaction that kills the cancer cells while sparing normal tissue. Since 2010, Taipei Veterans General Hospital has treated over 500 patients using BNCT, achieving a two-year survival rate of 47% and a response rate of 65% for recurrent head and neck cancers. The hospital plans to expand BNCT applications to other cancers, including meningiomas, gynecological cancers, and breast cancer. Dr. Chen expressed deep gratitude for Mr. Hwang’s continued support, which follows his earlier donation to build Chu-Ming Hospital in Hsinchu. This collaboration allows the hospital to treat even more cancer patients using the new BNCT technology. Taipei Veterans General Hospital is the only hospital globally offering both heavy particle therapy and BNCT, two highly effective treatments for common and aggressive recurrent tumors. Dr. Chen also acknowledged the long-standing partnership with National Tsing Hua University, whose nuclear reactor has been the primary neutron source for BNCT for over 14 years. International patients, including those from Europe, the U.S., Japan, and China, now seek treatment at Taipei Veterans General Hospital, thanks to the high-quality neutron beams and strong research collaboration. As demand grows, the hospital plans to build its own in-house…

Skytech Inc. (6937), which transitioned from semiconductor components to self-manufactured equipment, has reported significant success in both front-end and back-end semiconductor processing equipment. Recently, the company has benefited from China’s expansion of semiconductor capabilities and Taiwan’s increased wafer foundry and advanced packaging capacities, leading to a notable acceleration in order growth. According to sources within the semiconductor supply chain, with higher-margin equipment shipments, Skytech’s revenue in February and March could potentially double compared to January. For the entire year, the revenue share from shipments of Atomic Layer Deposition (ALD) and Physical Vapor Deposition (PVD) equipment is expected to exceed 50%, driving a double-digit percentage increase in total annual revenue for 2024. Source：https://udn.com/news/story/7240/7809246

Taiwan Mittelstand 2024/01/31 As a winner of the Mittelstand Award, Skynet not only wishes to thank the government for its support and recognition but also strives to serve as an example to other Taiwanese businesses. We aim to upgrade the technical expertise of the Taiwanese semiconductor equipment industry, boost industrial growth in Taiwan, and provide high-quality local job opportunities. https://www.skytech.com.tw/newsdetail_en.php?id=5512

Taiwan Precision Materials Co., Ltd. (TPM), a supplier of high-purity consumable components for semiconductor equipment, is set to commence trading on the Emerging Stock Market on December 22, 2023, with a reference price of NT$35 per share. Established in September 1997, TPM, led by Chairman Ma Jian-Yong, has a paid-in capital of NT$282 million and serves major global semiconductor manufacturers.  In 2022, TPM reported revenues of NT$652 million and a net profit of NT$48 million, resulting in earnings per share (EPS) of NT$2.01. For the first half of 2023, the company achieved revenues of NT$307 million and a net profit of NT$17 million, with an EPS of NT$0.63.   TPM’s products are primarily used in front-end semiconductor processes such as etching and thin-film deposition. The company specializes in materials like alumina, zirconia, silicon nitride, and silicon carbide ceramics. With capabilities in material development, precision machining, surface treatment, and cleaning, TPM offers integrated manufacturing solutions. Notably, in 2014, TPM received certification from the world’s largest semiconductor equipment manufacturer.   Looking ahead, TPM plans to implement four growth strategies: (1) Developing next-generation ceramic materials; (2) Expanding refurbishment services; (3) Establishing high-end component cleaning production lines; and (4) Developing advanced quartz and silicon ring products.   These initiatives aim to meet the evolving demands of advanced semiconductor processes. The company anticipates that trends in artificial intelligence, high-performance computing, digitalization, and electrification will drive continued growth in the semiconductor market, thereby increasing the demand for equipment components. By leveraging its existing strengths and exploring new materials and business models, TPM aims to provide comprehensive solutions to its customers and sustain business growth.  https://ec.ltn.com.tw/article/breakingnews/4528332 2023/12/21 

2024/10/31 Ambiq VP of HR, Kris Potrafka featured above with the A List Award for Series C+ Growth Catalyst. Photos by @TYLERATX Ambiq®, a leading developer of ultra-low-power semiconductors and solutions enabling Edge AI, wins the 2024 A-List Award for Series C+ Growth Catalyst. The award show hosted by Opportunity Austin and SXSW on October 23rd 2024, recognizes exemplary entrepreneurs, investors, and startups creating global solutions through innovative technologies and thriving in the Austin ecosystem.   The Austin region serves as key tech hub in the semiconductor industry for its population of engineers, students, and innovative companies that push the boundaries of technology. For the last 14 years, Ambiq has been a rising startup semiconductor company with the headquarters based in Austin.   Ambiq, with its proprietary Subthreshold Power Optimization Technology or “SPOT” platform, challenges conventional circuit logic about power efficiency in semiconductors to perform complex computations such as AI related tasks. In conventional circuitry, a device turns off if the power drops below 1.0 voltage of power. With SPOT, developers can run their devices significantly below the 1.0 voltage threshold, resulting in quadratic energy savings.   This unrivaled energy efficiency enables manufacturers to design devices that run longer on a single charge or handle more complex workloads such as AI, without a dependence on the cloud. In March 2024, Ambiq announced their next generation Apollo510 MCU as their most powerful and energy efficient semiconductor yet. See video and photos from the event below:  https://ambiq.com/news/ambiq-wins-opportunity-austin-a-list-award-for-series-c-company

2023/10/19 At the 2023 OCP, GeNopsys Technologies, Inc. unveiled DOVINSY, a globally leading, SDN-intelligent-controlled, DWDM all-optical switching data center network system. https://genopsys-tech.com/blog/ocp-global-summit-2023

2024/02/06 In the heart of the global fashion and information hub, Times Square in the United States, a brand-new L-shaped high-definition, ultra-wide-angle LED display has officially emerged. This display stands uniquely on the street, spanning 27 meters in width and towering up to 13 meters in height. Broadcasting the latest news 24 hours a day, it has become a new landmark in this bustling city .https://www.en.savc-vision.com/star-asias-full-color-led-display-at-times-square/