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Oct 9 SEMICONDUCTORS

Nvidia rival reportedly plans US$1.3B investment and new research hub in India

Oct 9 SEMICONDUCTORS

TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand

Oct 9 SEMICONDUCTORS

Commentary: China's TGV ambitions face an uphill battle

50-50 production split proposal for TSMC

As a part of tariff negotiations, the Trump administration has pushed for a 50-50 split in chip manufacturing between the US and Taiwan.

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SEMICONDUCTORS

Oct 9

Glass substrate TGV: China's edge to capture AI HPC packaging

China's glass substrate through glass via (TGV) industry has made significant progress, with companies pushing innovations from materials to mass production. Despite challenges in yield and process control, these efforts aim to meet growing AI server and high-performance computing (HPC) chip packaging demands, marking a critical step toward technological self-reliance.

3D Chips introduced its "TGV 3.0" process, successfully overcoming technical challenges of sub-10-micron vias and high aspect ratio filling.

Oct 9

Semicon West relocation doubles attendance as US chip investment surges

The annual SEMICON West relocated for the first time to Phoenix in 2025, the new hub of US chip manufacturing. Compared to previous years, the event saw a 45% increase in exhibitors, and attendance on the first day doubled compared to that in 2024. Overseas participation also grew significantly, highlighting Phoenix's rising appeal as America's emerging semiconductor production base.

Oct 9

Taiwan's semiconductor playbook finds new home in Arizona

Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than just a topic of discussion—it became the model that state officials and industry leaders are actively replicating.

ICT

Oct 9

Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China's Ministry of Commerce announced new export restrictions on rare earth materials, sharply tightening approval processes for exports linked to advanced semiconductors and artificial intelligence (AI). The move adds a critical new layer of scrutiny to the global supply chain for high-tech industries.

Oct 9

Lessons Taiwan should learn from China's involution

In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens long-term industrial development and competitiveness. Taiwan's industry value chains face similar challenges amid tariffs, exchange rates, and geopolitical risks, compounded by worsening competition among small and medium enterprises (SMEs). It is imperative to take action now to tackle the problem.

Oct 9

HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition

Hewlett Packard Enterprise (HPE) is intensifying its focus on artificial intelligence (AI) adoption in Taiwan and Hong Kong amid increasing demand across multiple sectors, particularly manufacturing, finance, and healthcare in Taiwan. Jon Wang, managing director of Taiwan & Hong Kong at HPE, emphasized that enterprises in these regions are seeking comprehensive AI solutions that integrate computing power with advanced networking capabilities.

TRENDING

COMMUNICATIONS

Oct 8

Samsung China targets premium market with W26 high-end foldable smartphone

Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape by focusing instead on flagship devices.

Oct 8

Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push

Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative revenue for the first nine months of 2025 reached NT$1.386 billion.

Oct 9

Nan Pao eyes high growth in semiconductor and optical adhesives, targets record 2025 revenue

Nan Pao Resins Chemical Group reported NT$1.98 billion (US$65 million) in consolidated revenue for September 2025, marking a slight year-over-year increase of 0.2%. However, third-quarter revenue dropped 2.9% year-over-year to NT$5.91 billion (US$194 million), mainly due to a higher baseline last year and the appreciation of the New Taiwan Dollar. Cumulative revenue for the first nine months of 2025 reached NT$17.27 billion (US$566 million), up 2.4% year-over-year and setting a new record for the period.

ELECTRIC VEHICLES

Oct 9

Foxconn walks away from Nissan factory deal amid stalled talks

Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the facility to Taiwan's Foxconn, a major electronics and electric vehicle manufacturer, have collapsed after months of stalled negotiations.

Oct 9

LG strengthens SDV footprint with top global automakers

LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry.

Oct 9

Tesla simplifies EV lineup with 'Standard': a strategic pause before the next leap

Tesla has rolled out new, lower-cost versions of its two best-selling vehicles—the Model 3 and Model Y—under the "Standard" badge, both starting under US$40,000. While the move helps fill a gap left by delays to Tesla's next-generation vehicle platform, it also underscores a deeper strategic pivot: away from hardware-centric upgrades and toward an intensified focus on artificial intelligence (AI) and robotics.

SUSTAINABILITY