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Friday 12 December 2025
Japan's major banks and corporations back Rapidus with massive financing and new investments
Japan is accelerating its national push to rebuild an advanced semiconductor ecosystem as Rapidus, the country's flagship next-generation chip venture, secures financing from major banks and private equity from more than twenty Japanese companies. According to reports from Nikkei and Asahi Shimbun, Japan's three megabanks, Mitsubishi UFJ Bank, Sumitomo Mitsui Banking, and Mizuho Bank, will provide Rapidus with up to JPY2 trillion (approx. US$12.8 billion) in financing.
Friday 12 December 2025
VPEC will focus on optical components in 2026
AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering power consumption. Gallium arsenide (GaAs) epitaxy maker Visual Photonics Epitaxy Co. (VPEC) stated that while the smartphone market in 2026 is expected to remain flat or show slight growth, rising transmission efficiency requirements in AI data centers will drive planned equipment purchases and expanded capacity, making data centers the company's main growth driver for 2026.
Friday 12 December 2025
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto Prefecture. The project, initially intended to produce 6-7nm and 40nm automotive and image sensor chips, saw a near-complete stoppage roughly two months after groundbreaking in October 2025.
Friday 12 December 2025
Foxconn pumps US$509M into new Kaohsiung HQ
Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan.
Friday 12 December 2025
Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26
Japanese semiconductor test equipment manufacturer Advantest has announced the launch of a next-generation memory handler, designed specifically for high-performance memory components used in artificial intelligence (AI) applications. The product has already attracted interest from several major memory makers and is slated to begin shipments in the second quarter of 2026, meeting customer demands for performance, automation, and cost efficiency.
Friday 12 December 2025
Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic processors across state sectors to circumvent US export controls.

Friday 12 December 2025
Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum
Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector.
Friday 12 December 2025
Exclusive: Ex-TSMC R&D VP on advanced packaging and Morris Chang's vision
Douglas Yu, former TSMC R&D vice president, highlighted the development of TSMC's 3D Fabric platform, including challenges in early adoption and the impact of founder Morris Chang's leadership.
Friday 12 December 2025
Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks
Taiwan's semiconductor supply chain, which produces over 60% of the world's chips, faces growing pressure to expand overseas amid rising geopolitical tensions. Gudeng Precision Industrial, a key player in Taiwan's semiconductor ecosystem as a precision component manufacturer, offers a critical perspective on these challenges.
Friday 12 December 2025
Rapidus secures Canon, SoftBank backing for 2nm chip ambitions
Canon has reportedly entered final negotiations to invest in a state-backed chipmaker, while SoftBank prepares to increase its financial support, marking a significant step in Japan's bid to revitalize its semiconductor industry. Kyodo News reported that the funding aims to support mass production of 2nm chips at the Chitose plant in Hokkaido by the second half of fiscal 2027 and establish a foundation for future 1.4nm manufacturing.
Thursday 11 December 2025
China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage a swelling glut, and US-backed overseas production to diversify supply chains. The trend highlights a deepening geopolitical divide over a material essential to both solar manufacturing and high-purity semiconductor applications.

Thursday 11 December 2025
US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst
In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift toward managing dependency rather than forcing decoupling. Yet he stresses an overlooked reality: China may no longer feel compelled to buy the H200 at all.
Thursday 11 December 2025
South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector. President Lee Jae-myung chaired a high-level government meeting with Samsung Electronics, SK Hynix, and policymakers, underscoring the urgency of reinforcing national competitiveness as global demand for AI semiconductors surges.
Thursday 11 December 2025
Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive

Singapore will invest SGD37 billion (approx. US$28.5 billion) over the next five years under its Research, Innovation and Enterprise 2030 Plan. The funding will support semiconductor development, biopharma research, and talent programs aimed at strengthening the country's position in high-value technology sectors.

Thursday 11 December 2025
India's state-run chip fab upgrade puts public-sector model to the test
India's effort to modernize its state-run Semiconductor Laboratory (SCL) is shaping up to be one of the most consequential experiments in the country's semiconductor strategy.
Thursday 11 December 2025
EU court cuts Intel antitrust fine to about EUR237 million
Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding that the company abused its dominance in the x86 processor market, according to Reuters and Bloomberg.
Thursday 11 December 2025
China weighs Nvidia's H200 amid US export shift and supply constraints
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace the opportunity remains uncertain. In December 2025, President Donald Trump announced that the US would approve sales of Nvidia's H200 to select Chinese customers under a strict licensing system, with a 25% revenue levy imposed on transactions.
Thursday 11 December 2025
Wingtech seeks talks with Nexperia custodians as governance standoff deepens
Wingtech Technology has invited the court-appointed custodians of Nexperia for talks, marking the latest move in a protracted governance battle that has disrupted semiconductor supplies to global automakers.
Thursday 11 December 2025
UMC prepares for a leadership change as veteran chiefs phase out
Following several executives' retirements at TSMC and the company's succession planning, United Microelectronics Corporation (UMC) has initiated a leadership transition plan. TS Wu, a Gen-X executive, is reportedly set to take over as president, but UMC's spokesperson has declined to comment on market rumors.
Thursday 11 December 2025
Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design
Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming its long-term IP roadmap and deepening ties with Nvidia. The company outlined how US–China tensions, regulatory barriers and execution challenges are weighing on growth, even as it accelerates a strategic pivot toward physics-driven AI design with strong external support.
Thursday 11 December 2025
Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter and full year of 2026.
Thursday 11 December 2025
US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty
US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national security review before they can be re-exported. The unusual routing underscores Washington's effort to maintain visibility over advanced computing hardware as global memory shortages threaten to slow new data center deployments through 2027.
Thursday 11 December 2025
Canon and DNP push 1.4nm nanoimprint tech, target 2027 production
Dai Nippon Printing (DNP) said it has developed a nanoimprint template capable of producing 1.4nm chips using only one-tenth of the power required by extreme ultraviolet lithography tools.
Thursday 11 December 2025
UMC launches new Tainan plant to convert chip waste into valuable materials

United Microelectronics (UMC) has opened an NT$1.8 billion (approx. US$58 million) circular economy center at its Tainan campus, launching an in-house facility that will convert semiconductor waste into reusable industrial materials as part of the company's long-term sustainability plan.

Thursday 11 December 2025
MiTAC expands factories to meet strong AI order demand
Given ODM manufacturers' expansion plans, there are no signs of an AI bubble. MiTAC plans to bring four factories online in 2026. Its new plant at the Linkou headquarters can flexibly adjust production according to its strong customer order demand.