Taiwan's top-6 electronic ODMs, the Big Six, upgrade net-zero strategies, pushing from green power adoption to co-creating sustainable supply chains.

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The ongoing rise of generative AI is driving the entire semiconductor industry toward unprecedented growth. The global semiconductor market is expected to exceed $1 trillion by 2030, with a strong 8.7% Compound Annual Growth Rate (CAGR) from 2024 to 2030. Compared to the global semiconductor market trend, the market for advanced packaging of data center AI chips is expanding significantly, from $5.6 billion in 2024 to $53.1 billion by 2030, showing a remarkable 45.5% CAGR. This packaging revenue includes contributions from AI accelerators, AI server CPUs, AI networking processors, and High Bandwidth Memory (HBM).

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

DIGITIMES believes that non-terrestrial networks (NTN) will serve as a foundational pillar in the transition toward 6G, integrating satellite, aerial, and terrestrial systems to enable seamless global connectivity. However, due to the high deployment costs, complex spectrum coordination, and limited interoperability among systems, large-scale commercial adoption is expected to progress gradually over the next 3–5 years. From 2029 onward, as standardization under 3GPP matures and component costs decline, NTN-enabled services—spanning low Earth orbit (LEO) satellites, high-altitude platforms (HAPS), and integrated ground networks—are anticipated to enter a phase of accelerated growth.

The AI chip market holds tremendous potential - breakthroughs in FOPLP technology to overcome the RDL-first process barrier will be the key to success.

The three major Chinese power supply manufacturers leverage local industry advantages and technologies, actively moving toward high–gross–margin products.

Infrastructure policies and fiber/FWA drive global fixed broadband market growth; the US fixed-line broadband landscape is heading toward intense competition in 2025.

The LEO satellite communications market reaches a turning point: Starlink takes the lead while telecom operators and the EU seek breakthroughs.

Leading smart home players Google and Amazon assembled resources, with AI agents likely to become the next decisive factor.