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CPO tech and Taiwan player deployment
Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage.
Global wafer foundry industry, 2026 and beyond
Global wafer foundry revenue is estimated to achieve a CAGR of 14.3% from 2025 to 2030, though the AI bubble and geopolitical risks need to be noted.
Taiwan wafer foundry industry, 4Q 2025
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.
China smartphone AP shipments, 3Q 2025
With the Chinese smartphone market expected to recover in the first quarter of 2026, smartphone AP shipments are projected to rise 1.7% year-on-year in the fourth quarter of 2025.
Chiplet and advanced packaging for AI chips
Advanced packaging will drive AI chip performance upgrades, with new routes emerging in both materials and packaging architectures.
Global top-3 memory maker status, 3Q25
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
Taiwan wafer foundry industry, 3Q 2025
Taiwan wafer foundry revenue is estimated to rise mildly in the second half of 2025 from the first half, influenced by US tariff policies and a high revenue base in the first half.
Global OSAT industry, 2025
Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.
Shipments of high-end AI accelerators, 2025
High-end cloud AI accelerator shipments will exceed 10 million units in 2025, with Nvidia facing growing pressure as Huawei and AWS rise.
China smartphone AP shipments, 2Q 2025
Smartphone AP shipments to Chinese brands are estimated to rise only 3.9% year-over-year in the third quarter of 2025 because of inventory adjustments.