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Thursday 20 November 2025
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...
Thursday 20 November 2025
Research insight: Horizon Robotics leads China's push for autonomous driving independence
China's self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market...
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
Thursday 20 November 2025
Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries
Concerns over consumer electronics demand are increasing because of the memory price surge. Analysts warn that this could hurt the profits of downstream foundries. However, Pegatron...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The...
Thursday 20 November 2025
Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings
Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations...
Thursday 20 November 2025
Alltop forecasts strong 2026 for AI server and NEV demand surge
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
Thursday 20 November 2025
Amkor invests US$177M to expand AI chip packaging in South Korea
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...
Thursday 20 November 2025
Netherlands pauses Nexperia order after China talks, easing auto-chip strain—but not the hard questions
The Netherlands has suspended its ministerial order under the Goods Availability Act concerning Nexperia, signaling a potential easing of tensions with China. The move carries implications...
Thursday 20 November 2025
Taiwan's precision components drive humanoid robot development
Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22,...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Wednesday 19 November 2025
Global semiconductor IDM investment in ASEAN

Introduction

Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...