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Chinese automakers advance global ecosystem with new wave of export strategy

Tomorrow's Headlines

Memory shortage drives price hikes in China's PC and smartphone markets

Tomorrow's Headlines

Commentary: Why does China's AI chip startups gets high valuations despite ongoing losses

Tomorrow's Headlines

Memory costs account for 35% of mid-range smartphone expenses

Tomorrow's Headlines

Taiwan dronemaker AIDC to start small-scale production in US amid global supply chain reshuffle

Tomorrow's Headlines

Samsung sees memory shortage as opportunity, no plans to reduce phone memory in 2026

Tomorrow's Headlines

DEC

18

2025

Taiwan advances low-energy hydrogen production, cutting down rare earth use

LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns

Doosan Group named preferred partner in SK Siltron sale talks

The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Amazon centralizes AGI, silicon, and quantum under Peter DeSantis

AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025

China hikes drone part prices to Russia amid growing reliance

Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says

Intel completes high-NA EUV validation for 14A, advances 2D transistor tech

China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage

AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

Rapidus launches AI design tools to support 2nm semiconductor development

Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch

imec and Japan's ASRA align on automotive chiplet standards

Samsung and SK Hynix push PIM-enabled memory to address AI bottlenecks

Acer's Highpoint Service Network lists in Taiwan, taps second growth engine

Niching targets multi-year vapor chamber upswing, insulates margins against metal costs

Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Trump admin positions humanoid robots as critical front in US-China tech competition

China's EUV prototype forces a rethink of the AI chip order

The price of 'China Speed': Auto suppliers squeezed in a brutal price war

SYNergy ScienTech targets drone battery market after BBU expansion

Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million

Manufacturing giant Jabil signals confidence with higher targets for 2026

Xiaomi unveils MiMo-V2-Flash open-source model to enhance human-car-home ecosystem

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Apple reportedly explores chip assembly in India, signaling supply chain diversification

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

US-China AI rivalry shifts to the power front

Taiwan targets four research priorities to maintain semiconductor leadership

AI agents: the new weapon in cybercriminals' arsenal

Taiwan's AI software push needs substance, not stopgaps

Beyond human hackers: 2026 marks the era of autonomous AI warfare

Leatec faces resistor substrate price war, pivots to automotive and semiconductor applications

Murata to mass-produce VPD power modules for AI servers in 2026

MilDef Crete to double rugged PC output amid defense order surge

InnoCare eyes steady growth in 2026 as AI accelerates medical applications

SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

DEC

17

2025

UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

Musk accelerates SpaceX IPO to build Starlink-based space data centers

Rapidus unveils glass interposer to challenge TSMC

Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components

MetaX jumps in Shanghai IPO as China pushes homegrown GPUs

Samsung Foundry reportedly wins Intel 8nm order after Nvidia

Fire near Yageo plant in Taiwan causes no damage, company says

Samsung tri-fold phone sees strong sales despite high repair costs

Advantest, Tokyo Seimitsu to co-develop die-level probers for AI and HPC

CES 2026 participant list reveals a split Korea: Fewer giants, broader ecosystems

Polytronics bets on 2026 turnaround as US defense orders rebound

Tenstorrent advances RISC-V AI chips in China with former Arm China CEO

CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain

Electronics suppliers shift to flexibility amid rising geopolitical risks

UMT powers Taiwan's role in the rise of orbital data centers

Moore's Law of Economy: Former TSMC exec warns semiconductor talent gap could widen 15-fold

Sixxon Tech shifts gears, ramps up industrial, medical, and energy focus to reduce auto reliance

Wah Hong ramps up mass production for smart meter applications with shipments surging

MSScorps eyes rebound as angstrom-era and silicon photonics demand surges

Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets

15 nuclear reactors expected to be added in 2026 to fuel AI data centers

China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Memory shortages threaten to cut panel demand in 2026

Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26

SK Hynix taps US$340M state loan to ramp up HBM production

Taiwan academia advances E-band research for satellite communication applications

Nvidia H200 volatility disrupts China's SOE compute strategy

Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand

SpaceX reignites space business opportunities, MediaTek leads satellite sector

EU and US chart divergent paths to counter China's EV battery dominance

US defense tech firms anchor in Taiwan, builds local supply chains

AMD CEO visits Lenovo Beijing HQ amid China AI chip focus

Topco partners with Taiwan academia to advance semiconductor materials R&D

Commentary: Intel's SambaNova move signals AI chip consolidation era

Energy efficiency: The new battleground for AI servers

ProLogium unveils fourth-gen solid-state battery targeting EVs, robotics, ESS

Singtex scales up Taiwan dyeing plant, bets on green textiles amid margin pressure

Taiwan's WIN Semiconductors bets on optical and microwave tech for the space age

Tokyo Ohka ramps up South Korea investment for advanced chip materials

AI data centers' sky-high electricity bills spark public backlash

Nvidia seeks solutions as AI data centers push power supply limits

DEC

16

2025

'Father of Immersion Lithography' warns: Intel's TSMC talent grab invites process tech scrutiny

Taiwan startups expand South Korea presence at COMEUP 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

China taps MetaX GPUs to advance brain-inspired AI beyond big models

AgiBot and Unitree showcase humanoid robots in first joint performance

Xiaomi EV delivery center collision raises safety concerns

Luminar bankruptcy spotlights LiDAR crunch after Volvo ends contract

Intel deepens policy alignment with executive reshuffle following US government investment

Grand-Tek eyes double-digit growth in 2026 amid Wi-Fi 7 and wireless subsystem surge

Nvidia acquires Slurm developer SchedMD to deepen open-source AI ecosystem

Foxconn's US$174M Kentucky plant seen as unlikely to serve Apple production lines

OpenAI swaps equity for Disney IP to enhance Sora

China's BOE fast-tracks 8.6G OLED expansion, closing in on Korean rivals

Shanghai AI conferences signal pivot from model hype to embodied intelligence reality

Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance

Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration

CMI outlines stable orders and expansion plans amid rising costs and capacity challenges

Baidu's Kunlunxin spinoff mirrors Google's TPU playbook

Taiwan emerges as non-China drone hub as defense demand surges

Taiwan's Ability finds new momentum in robotics and drone technologies

Health2Sync wins Hitachi, NTT contracts to expand AI health services in Japan

Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration

Samsung nears deal to supply over 30% of Nvidia's HBM4 memory in 2026

OLED demand surges, lifting South Korea's display makers to record outlook

Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders

Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders

China's chip resilience: Naura M&A, ACM's HBM push defy US export controls

Acer CEO urges firms to boost resilience amid memory price surge

Fuel cells and SMRs emerge as possible alternatives to AI data center power shortage

Taiwan's AI exports surge on US demand, Europe emerges as key future market

Apple braces for DRAM cost surge as Korean suppliers reprice contracts

US launches Tech Force to supercharge federal AI with Amazon, Microsoft, Nvidia backing

Taiwan's tech industry body set for new leadership amid AI boom

Smartphone industry faces cost challenges in 2026 amid memory shortages and rising prices

Notebook market may see second consecutive year of seasonal demand distortion in 2026

iRobot files for bankruptcy, Shenzhen-based PICEA Robotics to take over operations

Taiwan, South Korea strengthen startup ties at COMEUP 2025

Poland leads Taiwan drone exports as cooperation expands in Eurasian market

SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

Nintendo and commercial PC upgrades drive Weblink's positive 2026 outlook

Ezcon teams with hardware partners to boost smart building demand amid housing market cooldown

South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

CEOs back long-term AI returns as investors push for faster payback, survey shows

China's EV lead faces battery recycling crisis and geopolitical squeeze

Automakers turn to AI as EV market growth slows

Ledtech strengthens global cold chain lighting position, eyes 2026 growth

DEC

15

2025

A homegrown electric truck shows Taiwan’s bet on localized EV supply chains

Taiwan launches national cloud computing center to power sovereign AI under new major AI initiative

South Korea's nuclear fusion ambitions face regulatory roadblock

Meta's next AI model, 'Avocado,' signals shift to closed development

Inventec wins Datasection server deal to supply first B300 AI supercluster

Taiwan forms computing alliance to advance sovereign AI applications

Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Qualcomm sharpens RISC-V influence with Ventana acquisition

Samsung chair, Musk reportedly meet at Texas fab as chip output looms

SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash

SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples

TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

HDD prices see largest increase in eight quarters, with surging demand in China and US markets

Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders

Huawei takes HarmonyOS PCs into Enterprise beta, testing China's dual-OS future

Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion

Foxconn's US$500M Kaohsiung bet on EVs and software

South Korea mandates 5G standalone conversion in spectrum renewals, bucking cautious global rollout

Japan's Sumitomo to invest US$13B in Indian renewables

Nvidia drives HVDC power with ST's 3-stage voltage conversion solution

Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand

CPC and Linde LienHwa launch Taiwan's first hydrogen stations

BYD's sales power endures as China's EV price war deepens

Taiwan's MTI advances in O-RAN and satellite markets with US funding and new deployments

Longwell's AI data center revenue share surpasses 36% amid CSP expansion

SpaceX eyes 2026 IPO as insider share sale lifts valuation to US$800 billion

ams OSRAM targets three auto growth drivers to challenge LED leadership

TSMC, Broadcom AI outlook signals strong growth for Samsung, SK Hynix in 2026

STMicroelectronics holds system-level development advantage upon entering humanoid robot market

Kentec eyes Japan with 2.5MW liquid-cooled CDU for AI data centers

Weekly news roundup: TSMC pauses Japan fab plans, Tesla Powerwall demand rises in Taiwan, Huawei flags AI oversupply risks

Intel CEO backs India's step-by-step semiconductor push

TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises

China to launch GPMI interface standard, pressuring USB-C and HDMI supply chains

The H200 gambit: Why China may buy less than Washington expects

Intel reportedly to buy AI chip startup SambaNova, reviving governance questions over CEO ties

Phihong targets AI networking and LEO with Vietnam capacity rising to 60% by 2026

NetApp unfazed by memory shortages as it projects strong 2026 growth

Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand

Global automotive supply chains split into two competing ecosystems

Taiwan set for 2026 outperformance on AI, advanced chip orders

Global expansion drives 50% revenue surge for Aurotek through automation and robotics

Singapore boosts semiconductor sector with workforce training and new R&D hub

Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026

Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform

Samsung pushes new thermal packaging to win back Qualcomm and Apple

India roundup: Intel commits to India semiconductor mission

SK Hynix reportedly eyes specialty DRAM manufacturing to fend off China memory surge

Kenmec sets new standards in liquid cooling solutions

EDT to start automotive display production in India, eyes growth amid shifting product mix

DEC

14

2025

Taiwan's Hiroca to launch new Mexico coating line as US and Japanese orders rise

Taiwan's WinWay partners with Technoprobe and MS SUN in 5-year MEMS probe card deal

ENE Technology invests in two Taiwanese drone firms to boost UAV integration and systemization

WUS Printed Circuit targets over 40% AI-driven HPC revenue by 2026 amid capacity expansion

BizLink eyes virtual-physical integration to boost high-speed computing R&D

Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges

DEC

13

2025

Innolux's CarUX finalizes Pioneer purchase, creating new force in smart cockpit tech

ams OSRAM highlights growth in automotive electronics and expanding uses for ToF technology

South Korea races to scale nuclear fusion with compact reactors

Taiwan drills deeper in search of clean, reliable power

How AI is giving digital cameras a second act

Germany plans 2026 EV subsidy revival after two-year slump

How a Taiwan startup is filling gaps in inertial navigation supply chains

Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026

Commentary: Uncertainty rises as US delays Section 232 semiconductor tariff ruling after eight months

Why Wiwynn remains cautious on stablecoins despite global payments

DEC

12

2025

Intel reportedly tests chip tools linked to sanctioned Chinese firms for 14A

Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026

US advances massive drone purchase as Taiwan firms seize new opportunity

King Shing Industrial sets 1H26 start for automated production in Thailand

AI hardware landscape shifts from GPUs to NPUs as edge computing gains ground

Japan's major banks and corporations back Rapidus with massive financing and new investments

Camellia expands automotive sector revenue with three-phase Southeast Asia strategy

VPEC will focus on optical components in 2026

AI agents push software industry toward existential shift

Taiwan firms tighten hold on AI-server PCB drilling supply chain

AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum

TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production

Vietnam slaps new export curbs on rare earth

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

OpenAI secures major Disney investment as monetization pressure rises, launches GPT-5.2 to defend lead in intensifying AI race

Foxconn pumps US$509M into new Kaohsiung HQ

Phison sets 3 supply strategies amid NAND shortage and wafer price surge

Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years

Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26

Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

J&B International launches Vietnam plant, treats sports event orders as bonus

PCL Technologies eyes data center boom with AI-driven optical interconnects

China and US challenge Japan in AI humanoid robot race

Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum

Ubiqconn starts fulfilling UAV ground control station orders

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

EU review of zero-emission car policy sparks clash over Europe’s auto future

Huawei, Samsung, and Apple escalate race for next-generation foldable smartphones

Foxconn expects limited impact from Mexico import tariff

iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Exclusive: Ex-TSMC R&D VP on advanced packaging and Morris Chang's vision

Rapidtek subsidiary Asterforge secures satellite integration orders in Europe, US, and SE Asia

Broadcom forecasts surging AI chip demand after record fourth quarter results

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

AI server demand propels MLCCs into strategic role in passive components market

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

China's transformer makers expand capacity in green energy upgrades

Foldable phone shipments expected to grow 30% in 2026, with Apple capturing 20% share

Taiwan weighs nuclear restart as solar sector hits regulatory roadblocks

LCD TV panel market defies 4Q25 slowdown on 2026 demand bets

Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design

Malaysia promotes rare earth industry with incentives for midstream and downstream firms

Taiwan's optical industry gains defense opportunities amid China-free supply chain shift

Mistral AI introduces new open-source tools targeting software dev

Advantech expands AI ITS platform across key South Korean cities

Rapidus secures Canon, SoftBank backing for 2nm chip ambitions

Linde LienHwa and CPC launch Taiwan's first hydrogen refueling stations

Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply

DEC

11

2025

China's auto sector faces major reshuffling as subsidies end and sales slump

Transcom secures military certification as Taiwan proposes significant defense budget

Meta reportedly delays Llama successor, shifts to closed-source AI amid internal reorganization

Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case

Fed rate cut sparks short-lived market rally, says Pegatron's Tung

China's polysilicon glut triggers US-backed supply chain realignment

ZTE hit by US foreign bribery probe with fines exceeding US$1bn

AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices

Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports

UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge

US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst

China's steel engine loses steam, rewrites the iron ore trade map

South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push

Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive

India's state-run chip fab upgrade puts public-sector model to the test

EU court cuts Intel antitrust fine to about EUR237 million

China weighs Nvidia's H200 amid US export shift and supply constraints

Wingtech seeks talks with Nexperia custodians as governance standoff deepens

Taiwan firms target defense surge as NT$1.25 trillion budget nears approval

Drones emerge as new growth area for rugged IPCs targeting ground control stations

Game console EMS accelerates shift from China as US tariffs persist

Samsung's Trifold phone launch in China to challenge Huawei dominance

China's tech push reshapes Taiwan's auto supply chain

MediaTek reports November revenue decline but maintains positive annual growth outlook

Commentary: China's PCB edge survives G2 decoupling

Commentary: China's tech M&A unravels from EDA to compute

SK Hynix reaps largest benefits from H200 export approval

Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25

Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities

UMC prepares for a leadership change as veteran chiefs phase out

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle warns of rising depreciation strains as AI data-center buildout accelerates

Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design

Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong

Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy

US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty

Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production

Canon and DNP push 1.4nm nanoimprint tech, target 2027 production

Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months

FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

WITS breaks revenue record again with strong AI and internet-sector growth

Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn

South Korea adds vibration detection to AI-powered BMS against EV battery fires

UMC launches new Tainan plant to convert chip waste into valuable materials

Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

MiTAC expands factories to meet strong AI order demand

Yulon Mobility Group focuses on ESG and AI to expand smart mobility

FIT eyes Saudi EV charging plant, production starts 2026

ASML faces scrutiny after report ties customers to China's military suppliers

Taiwan urges patent strategy as 6G standardization enters critical phase

Acter Group sees strong order growth as semiconductor and memory expand

Khgears eyes 4Q25 robot gear mass production to boost growth

DEC

10

2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Huawei's chip breakthrough prompts US to relax AI export controls

Nvidia H200 clearance paves the way for HBM3E in China

China adds local chips to procurement list as US approves Nvidia H200 exports

RnPT targets rising demand for foreign patient services with KRACE platform

AI demand drives TSMC to third-highest monthly revenue

Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules

Amazon plans more than US$35 billion in new India investments through 2030

Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

HTC's AI glasses expand to Hong Kong and target Greater China

Budget stall threatens Taiwan's 2026 semiconductor and tech R&D agenda

Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure

Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26

Google TPU stays strong, Inventec confident for 2026 server outlook

Planet Technology maintains margins despite rising memory costs

Hygon–Sugon mega merger collapses in China's compute sector

Tesla restarts solar leasing business, opening opportunities for Taiwanese firms

Trump greenlights Nvidia's H200 for China, reshaping AI arms race

US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions

TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27

Microsoft, Intel outline major commitments in meetings with Indian PM

Taiwan leverages semiconductor edge to build full quantum ecosystem

OpenAI's 'code red' exposes internal rift over ChatGPT's future

Compal expects 2026 PC shipments to match 2025 levels

South Korea's EV charging industry seeks localization to overcome market challenges

US clears Nvidia H200 shipments, challenging China's tech ambitions

SK Hynix says no decision yet on potential US ADR listing of treasury shares

Export controls eclipse tariffs as Asia’s top chip risk, says Singapore semiconductor leader

H200 returns to China's market, but local chipmakers have already built resilience

Tesla sees 70% delivery surge in Taiwan in 4Q25; 2025 in-stock car sold out

Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy

Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern

AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia

Novatek turns to ASIC as weak device demand drags November revenue

Holiday season loses shine as US aftermarket demand stalls

Micro LED's moment: Asia races to dominate the next display revolution

Chenbro Micom nears record revenue fueled by strong server orders

Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Local datasets key to Taiwan's smart healthcare market edge

Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Coplus targets US retail giants, pushes smart automotive parts

Taiwan signals openness to US chip targets on condition of support

Tex Year Technologies ramps up production capacity with new plant in India

Vingroup to invest US$3 billion to build multi-sector ecosystem in India

Qatar launches national AI firm Qai to join Gulf AI investment race

DEC

9

2025

China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge

Walsin, NKT launch Taiwan's first submarine cable plant, closing final gap in offshore wind ecosystem

Samsung's Exynos 2600 debut in Galaxy S26 may be Korea-only

Google and Microsoft prioritize speed over cost as CSPs scramble for memory

YMTC sues US govt to overturn Chinese military-company designation

UMC licenses Imec SiPh tech, plans risk production in 2026-27

IRIS Optronics debuts full-color electronic paper on Japanese utility poles

Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push

Meta VP: AI will transform, not extinguish, job roles in advertising and beyond

Apple demand spurs Jahwa's move to expand actuator production

Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook

Russia falls behind US and China in AI race amid sanctions, brain drain

Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan

Japan's Cica-Huntek joins TSMC supply chain

Apple Silicon chief stays amid wave of leadership departures

SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge

Trend Micro sees high AI cybersecurity interest but limited orders

Commentary: Are East Asia tensions a threat to supply chains?

China's AI chip race nears US$275bn; Cambricon, Hygon lead the field

Samsung's HBM4 edge fuels foundry recovery

SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung

Navitas, Cyient Semiconductors partner to develop GaN ecosystem in India

OpenAI introduces confession mechanism to enhance transparency in large language models

Johny Srouji to stay with Apple amid executive exodus

SK Hynix secures 39 patents in China to strengthen memory and neuromorphic chip design

China GPU makers flood capital markets as AI chip race escalates

Google TPU demand remains strong, but CoWoS and memory cap 2026 production

Silver shockwaves push tech suppliers to renegotiate and retrench

South Korea AI startups face 56% survival rate, heavily reliant on government funding

Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies

Catcher eyes cautious 1H26 amid memory and chip supply tightness

South Korea signs MoU with Arm Holdings to establish 'Arm School' for IC design education

Tata Group and Intel form strategic alliance to assemble chips in India

IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities

Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule

Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027

CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge

Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee

Moore Threads CEO leverages Nvidia legacy to challenge GPU giant

Taiwan drone giant pursues US$1 billion Pentagon drone contract

Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics

Samsung moves to narrow gap with TSMC as silicon photonics race heats up

Analysis: Why isn't Huawei trying to win the tech war?

DEC

8

2025

Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030

Cable makers see short-term gains from rising copper prices

SK Hynix restructures global operations amid reported HBM4 production delay

Largan eyes high-end product mix as key to 4Q25 performance

Ola Electric begins mass deliveries of S1 Pro+ powered by in-house 4680 Bharat Cell

Taiwan's Kinko Optical sees revenue surge, plans waveguide lenses and LEO satellite products

Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS

Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability

Corning and Optiemus launch Gorilla Glass finishing facility in Tamil Nadu to boost India's electronics supply chain

Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

Yeong Guan boosts global wind presence with China surge and 2026 Thailand plant launch

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Geopolitics push AI chip packaging into Taiwan-US duopoly

Tesla mounts late-2025 China comeback as Europe sales crater

Samsung launches first tri-fold phone, focusing on strategic impact over sales

Apple poised to overtake Samsung in 2025 smartphone shipments

Starlink's debut in South Korea marks shift toward next-gen communications

SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans

TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Chunghwa Telecom locks in 4.6B kWh green power in largest 20-year deal with Greenet

Foxconn leads global EMS market with strong AI and Apple momentum

VinFast to invest US$500 million to expand EV manufacturing and product lineup in India

China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts

Weekly news roundup:Intel hires TSMC veteran, Samsung reportedly wins TPU HBM4 order

India reviews proposal to make smartphone location tracking permanently active

Auto supply chains face stricter demand for non-Chinese standards

Samsung shifts focus from HBM to DDR5 modules for higher profits

IBM CEO warns AI data center investments tough to break even due to short hardware cycles

Exclusive: Tesla Powerwall orders triple in Taiwan amid growing power supply concerns

HEV prospect remains optimistic despite US plans to ease fuel standards

EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025

OpenAI’s next frontier? Altman explores a space detour with Stoke Space

Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI

India roundup: India flip-flops on mandatory security app installation

Ritek revives growth by becoming an AI infrastructure dark horse

Why VLA intelligence now dictates the future of humanoid robots

South Korea's Enforus tapped as POSCO's hydrogen partner for green steel transition

Taiwan auto industry prepares for new wave of locally built SUVs and pickups

Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing

Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists

DEC

7

2025

Arbor and Adlink lay out 2026 strategies in edge AI

Taiwan's major emitters race to cut carbon costs ahead of 2026 fee launch

Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets

Asus: Cross-device collaboration to drive next PC evolution

Taiwan's ESMT sees memory upturn accelerating as pricing gains roll into 4Q25

South Korea bets on airport GSE to break 90% power chip import lock

Taiwan emerges as leading supplier of medical displays and X-ray sensors

DEC

6

2025

Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition

Huawei patent reveals DUV method to replicate 2nm-class chipmaking without EUV

China's expanding AI talent pool key to global tech rivalry with US

CASwell accelerates software-hardware integration drive to boost 2026 growth

Fabship takes chip manufacturing into orbit as industry eyes Space-based fabs

Southern Taiwan Science Park develops as Taiwan's leading biomedical hub

CarUX finalizes Pioneer acquisition, eyes growth in smart mobility

Taiwan taps tech strengths to accelerate smart healthcare push