Indium Corporation is reinforcing its engagement with India's growing semiconductor sector by enhancing its operations and fostering relationships with local partners.

The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM) exports, will have minimal impact on Samsung Electronics (Samsung) and SK Hynix. The measures are aimed at limiting the development of China's artificial intelligence (AI) industry.

NXP Semiconductors maintains an optimistic outlook for the electric vehicle market, emphasizing that new entrants in the automotive manufacturing industry are driving market expansion through rapid innovation.

Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative, Sakura Internet plans to procure 10,000 Nvidia GPUs annually, highlighting the growing demand for GenAI solutions.

Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions about sustained profitability.

Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a dip in Smart Consumer Electronics and Cloud & Networking Products, there was growth in Computing Products and Components & Others, driven by strong demand for AI products and new Apple releases. The company expects further improvement in the second half of the year, especially in the fourth quarter.

Driven by robust data center demand from major US tech companies, Taiwan's optical communication solutions provider Ezconn expects to achieve record-high revenue in 2024. The company projects double-digit revenue growth in 2025, supported by the AI data center boom, specification upgrades, and increased adoption of high-fiber-count products. The company is also developing new growth drivers in active components and RF connectors.

Chinese smartphone manufacturer OnePlus announced its intention to invest up to INR60 billion (approx. US$710 million) in India over the next three years to fend off emerging challenges, particularly from Apple, in the premium smartphone market.

Tsinghua Unigroup's chip subsidiary Unisoc announced plans to secure an additional CNY2 billion (US$448 million) in equity financing, following its earlier CNY4 billion (US$896 million) round. The company's total funding now stands at NT$26.8 billion.

Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders for new energy vehicle (NEV) components from China and the US.

EV charging specialist Zerova, a subsidiary of power supply maker Phihong Technology, expects performance in 2024 to remain roughly on par with 2023, but is eyeing a 20% increase in revenue next year as demand continues to grow in Asia and Europe, while the situation in North America will depend on Donald Trump's policies once he takes office, says company chairman Alex Lin.

Taiwan's Delta Electronics India has partnered with India-based ThunderPlus to improve India's EV charging infrastructure by introducing the country's first locally-made fast chargers for electric two-wheelers (E2Ws) and electric three-wheelers (E3Ws).

Following two weeks of heated discussions, the COP29 climate summit concluded with debates over climate financing dominating headlines. However, significant strides were made in energy, with resolutions on hydrogen, energy storage, and carbon trading establishing a framework for global energy transformation.

The US Department of Commerce announced on November 29, 2024, its preliminary findings in antidumping duty investigations targeting crystalline photovoltaic cells and modules from Cambodia, Malaysia, Thailand, and Vietnam.

Danish officials are pressing Taiwan to accelerate its green energy transition, warning that mounting global competition for renewable resources could threaten the island's ability to meet its 2030 climate goals and maintain industrial competitiveness. Denmark, which became Taiwan's largest foreign investor in 2022 largely due to renewable energy investments, is leveraging its expertise in green technology to help guide Taiwan's path to net-zero emissions. Danish companies have already contributed to more than half of Taiwan's offshore wind capacity.

Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments of power supplies for low Earth orbit (LEO) satellite applications in recent months, with plans to gradually ramp up production in the first half of 2025. Meanwhile, the company is continuing its transition toward high-wattage products, with growth anticipated particularly in the network communications and industrial control markets.

Taiwan's self-developed Triton satellite entered orbit on October 9, 2023, launched aboard Arianespace's VEGA rocket from French Guiana. Despite logistical and health challenges posed by the site, National Science and Technology Council Minister Cheng-Wen Wu confirmed that future launches will shift to the US for cost efficiency. SpaceX's Falcon rocket will deploy the Formosat-8 constellation in late 2025.

The 2024 Taiwan International Assembly of Space Science, Technology, and Industry (TASTI 2024), held from November 30 to December 4 at the Kaohsiung Exhibition Center, witnessed the inaugural participation of a British delegation, which established a "National Pavilion," drawing significant attention from industry stakeholders.

Innolux has seen delays in mass production for FOPLP and no progress in its new LCD panel fab project in India, but company chairman Jim Hung stressed that the firm will not be deterred from forging ahead with its plans.

Healthcare Expo Taiwan this year has just begun, featuring major companies such as AUO, Innolux, and Qisda, all of which are actively expanding into the healthcare sector. These companies have set ambitious revenue growth targets for 2025, targeting double-digit increases.

Japan Display Inc. (JDI) has revised its production timeline for its next-generation eLEAP panels. Originally scheduled for December 2024, the mass production launch has been extended to the first quarter of 2025.