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Saturday 25 October 2025
TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear
Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan's semiconductor industry continues to be a hub in the global supply chain. In response to current challenges, Taiwan Semiconductor Industry Association (TSIA) chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou further explained the TSIA's role and the potential challenges companies may face when establishing factories in the US.
Friday 24 October 2025
TSMC's Hou confident rare earth reserves stable in short term, moves to reduce reliance on China
With the advent of the AI era and the concurrent influence of geopolitical developments, Taiwan's semiconductor industry continues to play a pivotal role in the global supply chain. In addressing a range of challenges, Taiwan Semiconductor Industry Association (TSIA) chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou responded to questions about key issues, including the complexities of establishing fabs in the US, strategies for green energy and power, raw material controls, talent, and policy support.
Friday 24 October 2025
Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation
Silicon transistors are approaching their physical limits, and AI is increasing demand for higher density, performance, and energy efficiency. Advanced packaging and bonding technologies for heterogeneous integration have become crucial to the semiconductor industry. At the 27th Semiconductor Exhibition (SEDEX 2025), Samsung Semiconductor and Device Solutions (DS) Division CTO Song Jae-hyuk emphasized the growing need for cross-disciplinary collaboration.
Thursday 23 October 2025
Samsung expresses confidence in 2nm development, reports solid progress
Samsung Electronics' Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung's foundry business and reported smooth progress on the company's 2nm process during a semiconductor industry briefing hosted by South Korea's chief presidential secretary for policy, Kim Yong-beom.
Thursday 23 October 2025
Samsung, SK Hynix race to build US chip capacity
As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully amid rising US–China tensions will depend on their ability to quickly establish stable production in the US, and on government efforts in navigating tariffs and other policies, according to South Korean media reports.
Thursday 23 October 2025
Taiwan's chip and AI boom drains talent from academia; NSTC explores possible solutions

As Taiwan's semiconductor and AI industries continue to surge, universities are facing an unexpected casualty of economic success: a talent drain from academia. Graduate students, lured by soaring salaries in the tech sector, are abandoning plans for doctoral studies and, in some cases, even leaving master's programs early after securing job offers from chipmakers.

Thursday 23 October 2025
Taiwan dispels US investment relocation fears
Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback follows Vice President Bi-khim Louise Hsiao's announcement that Taiwan's entire ecosystem will invest in America, which sparked domestic debate over potential industrial hollowing and talent drain.
Thursday 23 October 2025
Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy
Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device eXperience (DX) head Roh Tae-moon is expected to be officially appointed to the position, and rumors suggest that personnel changes may also affect Device Solutions (DS) leader Jun Young-hyun. Since these divisions form the two main pillars of Samsung's core businesses, the potential reshuffling of these two leadership positions has drawn keen attention.
Thursday 23 October 2025
Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration
Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability amid strong orders and automation demand.
Thursday 23 October 2025
Taiwan's hardware and semiconductor sectors remain top cyberattack target in Asia-Pacific
Cybersecurity firm Check Point Software has released its September Cyber Security Report, showing that organizations worldwide faced an average of 1,900 cyberattacks per week, up 1% year-over-year. Taiwan once again ranked first in the Asia-Pacific region. The hardware and semiconductor industries were identified as primary targets.
Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share is expected to face downward pressure after 2026, potentially falling to 70%. Regardless of which company designs the chips or how American firms compete, the chip foundry business is expected to remain with TSMC.
Thursday 23 October 2025
China's ZJeagles breaks VCSEL funding record, accelerates AI photonics race

ZJeagles Comsemi Technology (ZJeagles) has closed its Series B+ funding round, securing over CNY700 million (approx. US$98 million) — a new record for China's Vertical Cavity Surface Emitting Laser (VCSEL) industry.

Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits OSAT firms like ASE.
Wednesday 22 October 2025
Tesla maps out AI6 chip supply chain from Korea to Texas
Tesla has started preparing for the production of its next-generation AI6 chip at Samsung's wafer foundry. Observers believe the company will first handle core technology development and other preliminary tasks in South Korea before ramping up mass production at Samsung's Taylor plant in Texas.
Wednesday 22 October 2025
Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call with Dutch Minister of Economic Affairs Vincent Karremans, urging a resolution to the Netherlands' recent decision to freeze the assets of Nexperia, a major Chinese-owned semiconductor firm.

Wednesday 22 October 2025
South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo
South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian Nations (ASEAN) market. According to South Korea's News 1 and MTN, Rebellions signed a memorandum of understanding (MOU) with Sarawak's IC design company, SMD Semiconductor, to collaborate on AI chip design and development. The cooperation includes joint semiconductor development, the Sarawak state government's data center initiatives, and joint marketing activities.
Wednesday 22 October 2025
Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung?
As TSMC raises its 2nm prices, rumors have emerged suggesting Qualcomm and MediaTek might shift orders to Samsung. The speculation has gained traction in industry circles, with some observers pointing to the price increases as a potential catalyst for change. Yet supply chain sources told DIGITIMES that this scenario is highly unlikely and may be part of a broader South Korean tech industry narrative.
Wednesday 22 October 2025
Samsung's Exynos 2600 returns to flagship-level performance
Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with Qualcomm. This shift is largely due to Samsung's latest 2nm GAA process, which has finally demonstrated acceptable manufacturing results.
Wednesday 22 October 2025
Ventec unveils next-gen PCB materials for AI servers, green electronics at TPCA 2025
Taiwan-based Ventec International Group, a niche copper-clad laminate (CCL) supplier, unveils its latest material innovations for manufacturing AI server printed wiring boards (PWBs) at the 2025 TPCA Show, held October 22–24 at the Taipei Nangang Exhibition Center.
Wednesday 22 October 2025
Foreign investment drives Taiwan's semiconductor output to NT$6 trillion
In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally, eighteen wafer fabs are scheduled to begin construction, with operations starting successively from 2026 to 2027. All eyes remain on TSMC's fabs. The Ministry of Economic Affairs (MOEA) estimates that by 2028, Taiwan's semiconductor output could reach NT$8 trillion.
Wednesday 22 October 2025
PSMC narrows loss despite memory market tightness and cautious IT demand
Powerchip Semiconductor Manufacturing Company (PSMC) reported a reduced net loss in the third quarter of 2025, driven by stronger memory product shipments, improved gross margins, and lower foreign exchange losses. The firm noted sustained supply-demand imbalances supporting higher wafer fab utilization and price increases in memory products, with these trends expected to continue into 2026.
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency. Ilan explained that bookings were more stable this quarter compared with the previous one, when trade and tariff tensions had temporarily dampened activity.
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter. Revenue climbed 7% from the previous quarter and 14% from a year earlier, reflecting solid demand for analog and embedded products.
Wednesday 22 October 2025
ASE to acquire ADI's Penang plant, plans long-term supply deal
ASE Technology Holding announced it will acquire Analog Devices' (ADI) manufacturing facility in Penang, Malaysia, further expanding its global IC packaging and testing service network and manufacturing diversity. The two companies also plan to sign a long-term supply agreement, under which ASE will provide manufacturing services for ADI, while jointly investing to enhance the technological capabilities of the Penang facility.
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor business. However, as its memory division expands shipments and market share rebounds, industry observers have shifted their attention to whether its stagnant non-memory businesses, namely foundry and system LSI, can stage a turnaround.