Crystalline OEM Longtou Taiwan announced the revenue status in August 2025, with the revenue amount being NT$335.772 billion, an increase of 3.9% from July and 33.8% from the same period in 2024, creating a second-highest record in history. The cumulative revenue in the first eight months of 2025 was about 24,319.83 billion yuan, an increase of 37.1% compared with the same period in 2024, which is a record high in history.
According to the last French conference, Taiwan Electric's outlook for the third quarter, the amount of USD is 31.8 billion to USD 33 billion. It grew by 8% in the previous quarter and 38% in the same period in 2024. At a exchange rate of $1 to $29, the revenue from around $922.2 billion to $95.7 billion is still growing compared to the second quarter. The gross profit margin is 55.5%~57.5%, which is slightly down from 58.6% in the second quarter of 2025. The operating rate of interest is 45.5%~47.5%, which is also lower than the previous quarter of 49.6%.
Recent news in the NTI market continues, including the recent release of the artificial intelligence manufacturer OpenAI, which plans to launch its first AI chip in 2026 to significantly reduce the performance and cost-effectiveness of relying on NVIDIA (NVIDIA) GPUs and optimize the performance and cost-effectiveness of AI models to execute recommendation tasks. The chip was developed in cooperation with Broadcom, a semiconductor manufacturer, and was created by the 3-nanometer crystal foundry of Longtou Tel, which is expected to have a profound impact on the AI hardware market.
In addition, Intel, a chip manufacturer that is actively consuming bottlenecks, also pointed out at the 2025 Global Technology, Media and Telecommunications Conference that the company is planning to promote Altera's asset separation, and actively develop the advanced processes of Intel 18A and update the advanced processes of the Intel 14A, it will also continue to use Telco's production capacity, indicating that Telco is an excellent partner.
Therefore, although the negative news of the Chinese Nanjing factory being cancelled by the Trump administration in the United States on the acquisition of equipment and materials, the market believes that its impact is limited and is still optimistic about Taiwan Electric's next operational capabilities. In addition, Apple held a fall product launch conference in the morning of the 10th, and released a positive news belt for the new generation of iPhone smart phones. On the 10th, the stock price of Taiwan Stock Exchange in the Taiwan Stock Exchange reached a new high of NT$1,225 per share, with an increase of more than 2%.