SAS subsidiary TSC, specializing in specialty semiconductor materials, recently announced a cash acquisition of a 65.22% stake in HJT, a provider of semiconductor equipment component cleaning services.

Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely at the surging demand from generative AI and high-performance computing markets.

Leading Chinese electronics manufacturer, Suzhou Dongshan Precision Manufacturing, has announced plans to acquire Source Photonics, a Taiwan-based optical communications firm located in the Hsinchu Science Park, for up to CNY5.935 billion (approx. US$828 million). The deal, priced at roughly six times Source Photonics' market value, aims to help Dongshan Precision break into the high-growth optical communication sector.

TSMC announced important resolutions from the extraordinary general meeting of its subsidiary TSMC Arizona. Rick Cassidy, senior vice president of corporate strategy development and chairman of TSMC Arizona, has transitioned to an advisor role effective immediately and will retire in January 2026.

Samsung Electronics has delayed mass production of its 1.4nm process node to 2029, two years later than its original timeline and trailing TSMC's 2028 target. The shift reflects a strategic pivot to focus on 2nm process stabilization and address persistent yield issues and underutilized fab capacity.

Since US President Donald Trump championed the "Made in America" initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical risks. Overseas customers have successively adopted "non-China" and "non-Taiwan" manufacturing policies, driving a new wave of semiconductor supply chain restructuring. The future division of regional manufacturing roles is becoming increasingly clear.

Sweeping tax legislation passed by the Senate Tuesday would make it cheaper for semiconductor manufacturers to build plants in the US, delivering a win to chipmakers and boosting US efforts to expand the industry domestically.

As global semiconductor production shifts toward localization, Taiwan's chipmaking ecosystem is responding with a unified alliance strategy to expand its presence in the US, Europe, and Japan. With TSMC ramping up fab investments across the US, Germany, and Japan, a network of small and mid-sized Taiwanese equipment and materials suppliers is deepening collaboration to stay competitive and globally relevant.

India is exploring two-dimensional (2D) materials as a potential leapfrog in semiconductor technology, sources told CNBC-TV18. Unlike traditional silicon, 2D materials—just atoms thick—promise faster, smaller, and more energy-efficient chips. Materials such as graphene and transition metal dichalcogenides (TMDs) are considered cutting-edge in global semiconductor research.

As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google, Microsoft, AMD, and Qualcomm are in an escalating global talent war, eager to absorb entire teams or acquire startups outright to gain access to elite AI capabilities.

The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring support agreement (RSA) acknowledging losses.

According to a corporate filing with the Taiwan Stock Exchange on July 1, TSMC Arizona Corporation, a key subsidiary of TSMC, announced a leadership change. Rick Cassidy resigned from his roles as director, CEO, and president at TSMC Arizona, and Rose Castanares will resume the role of president and director. There is currently no successor appointed for the position of CEO at TSMC Arizona.

Samsung Electronics will no longer hold its customary Samsung Foundry Forum (SFF) in 2025, opting instead to host partner-exclusive events, drawing attention from industry observers. This move is interpreted as part of Samsung Semiconductor's strategy to emphasize "strengthening internal capabilities."

Strong demand for high performance computing (HPC) and generative AI (GenAI) has helped drive a 75% year-over-year revenue increase in the IC sector across Taiwan's science parks in April 2025, leading all industrial categories in the parks, according to data from the Science Park Bureaus under the National Science and Technology Council (NSTC). Science and Technology Minister and Minister without Portfolio Cheng-wen Wu believes Taiwan should leverage its semiconductor and AI expertise through tight integration with the biomedical industry, to foster practical applications of AI in biotech and medicine.

Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing sector is experiencing a rapid surge in revenue, particularly in the country's southern science parks. Recent data from Taiwan's National Science and Technology Council (NSTC), released in June 2025, shows that the Southern Taiwan Science Park generated NT$285.3 billion (US$9.8 billion) in revenue in April 2025—nearly three times the NT$109.6 billion recorded by the Central Taiwan Science Park.

Nvidia CEO Jensen Huang has recently warned multiple times that the Trump administration may further tighten US export controls, inadvertently allowing Chinese domestic AI chips, such as those from Huawei, to fully capture the China market. AI chips can be divided into training and inference segments, with Nvidia historically dominating the high-barrier AI training chip sector in China.

Intel's upcoming Nova Lake-S Desktop CPUs are stirring excitement across the tech industry, with early reports hinting at significant performance leaps. Leaked slides from the company suggest the chips could deliver more than a 10% increase in single-threaded performance and a remarkable 60% boost in multi-threaded performance, positioning Intel's next-generation processors as top contenders for leadership in gaming performance and overall efficiency.

As China accelerates domestic semiconductor self-sufficiency and backs foundries like SMIC, Taiwan-based United Microelectronics Corporation (UMC) faces rising pressure in the mature-node segment. In a bid to stay competitive, UMC is reportedly weighing entry into 6nm production—a move that has drawn scrutiny, given that its most tangible progress at advanced nodes remains a 12nm partnership with Intel, still several years from mass production.

As the July 9, 2025 deadline approaches for the expiration of the United States' temporary suspension of "reciprocal tariffs," US President Donald Trump appears to be shifting his trade focus toward Asia, following a recent victory in persuading NATO allies to increase defense spending.

Doris Hsu, chairperson of Sino-American Silicon Products Group (SAS), indicated that the US government is likely to take about 90 days to reach a decision regarding semiconductor tariffs. This suggests a resolution could be announced by the end of the third quarter of 2025, before summer concludes.

Wolfspeed, a global leader in silicon carbide technologies, announced on June 30, 2025, that it has made continued progress in executing its previously announced Restructuring Support Agreement (RSA). The agreement has received backing from key stakeholders, including holders of more than 97% of its senior secured notes, Renesas Electronics' wholly owned US subsidiary, and convertible debtholders holding more than 67% of the outstanding convertible notes.

Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has seen reports of major manufacturers experiencing fatigue and reduced willingness to invest, even considering more aggressive strategies. This could trigger sectoral shifts within the "non-China GaN supply chain."

US semiconductor giant Nvidia has recruited two leading artificial intelligence (AI) specialists from China as part of its ongoing efforts to broaden its research team, according to a report by the South China Morning Post on June 29.

South Korean memory giant SK Hynix expects its operating income to reach nearly KRW9 trillion (US$6.6 billion) in the second quarter of 2025, thanks to the strong growth of high bandwidth memory (HBM).