Global semiconductor IDMs continue to invest in back-end processes in ASEAN; Western firms are more aggressive than Japanese peers in establishing and expanding plants in Singapore and Malaysia.

The Switch 2 launches strongly, shaking up the industry landscape as Nintendo takes on the dual giants Sony and Microsoft

CXL officially enters a restart phase, with the interconnect tech expected to achieve a 90% penetration rate in new server models by 2028.

AI applications and preventive inventory stocking in the supply chain are providing support - Taiwan's foundry industry revenue is expected to reach US$130 billion in 2025, with over 10% growth projected for 2026.