TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although the TSMC-certified tools are old, they still meet stable quality standards and represent major orders in the second-hand equipment market

Google's push to expand its in-house Tensor Processing Unit (TPU) platform is drawing fresh attention across the semiconductor sector, and analysts say Samsung Electronics could emerge as one of the biggest beneficiaries. If Google succeeds in building a broader AI ecosystem anchored by TPUs, Samsung stands to gain in both memory shipments and contract chipmaking

Huawei has launched the Mate 80 flagship series, with the Kirin 9030 once again capturing domestic and international attention. As the United States continues restricting China’s access to sub-14nm tools, industry debate now centres on how the Kirin 9030 reaches “near-7nm” performance and what this means for China’s broader push toward semiconductor self-reliance

The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according to a letter sent to Congress on October 7, according to Bloomberg, Reuters, and Cryptopolitan

Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased by cloud giants, including Amazon, Google, and Oracle

Apple has taken the unusual step of mounting a constitutional challenge against India's revised antitrust penalty framework, arguing that a new rule allowing penalties based on a company's global turnover exposes it to disproportionate fines and violates basic principles of fairness. The dispute, first reported by Reuters, marks the most significant pushback to date against India's tougher competition regime and underscores growing tension between global tech giants and New Delhi's regulators

India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence, building an end-to-end supply chain, and positioning the country as a competitive global manufacturer

Samsung Electronics approved 161 promotions in its 2026 reshuffle — 51 vice presidents, 93 managing directors, 1 Fellow, and 16 Masters — marking its largest wave since 2021. After dropping from 214 promotions in 2021 to 137 in 2025, the rebound reflects Samsung's preparations for renewed momentum in semiconductors, AI, and robotics

Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's recently concluded 2025 Future-Tech Forum. He outlined the rapidly shifting landscape of the humanoid robot industry in what he calls the new era of Physical AI

Rapidus has denied reports suggesting it has started building a new 1.4nm fab or established a mass-production timetable

Alibaba reported strong cloud revenue growth for the quarter ending September 30, 2025, with CNY39.8 billion (approx. US$5.6 billion) in sales, up 34% year-over-year, and external customer revenue rising 29%. The company highlighted robust demand for AI services that currently outpaces supply, signaling potential increases in capital expenditure to meet customer needs

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity

Kumamoto Governor Takashi Kimura visited TSMC's headquarters in Hsinchu on November 24, 2025, as part of a semiconductor investment promotion event in Taipei, saying the chipmaker remains strongly interested in expanding in Japan. The visit included talks with senior TSMC executives overseeing investments and industry-academia cooperation and marked Kimura's second trip to TSMC this year

Samsung Electronics and India-based Reliance Industries have deepened their long-standing partnership, exploring cooperation across artificial intelligence, next-generation telecommunications, semiconductors, batteries, data centers, and engineering, following a high-level meeting in Seoul, according to the Korea Times, the Korea Joongan Daily, and the Chosun Daily