According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan

The global adoption of advanced driver-assistance systems, or ADAS, and autonomous vehicles is expected to rise from 66 percent in 2025 to 94 percent by 2035. Within that growth, Level 2 systems are projected to reach a 65 percent penetration rate. But the technological path toward higher levels of autonomy is beginning to diverge

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream controls on advanced chips

Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of the IC design branch of the China Semiconductor Industry Association and a professor at Tsinghua University, said AI competition now extends beyond hardware to control of rules and ecosystems, warning that continued reliance on existing systems could lock China into long-term dependence on critical technologies

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed upstream. Materials and component suppliers are facing a second consecutive year of price cuts, with contract terms for 2026 again revised lower