Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has been underestimated. Huang highlighted the importance of supply chain collaboration during an interview with Fox News, as reported by Wccftech and FreeMalaysiaToday.

Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas H-1B visa application fees to US$100,000 and demanding that Nvidia and AMD remit 15% of their advanced chip revenues from China to the US Treasury, Trump has now banned sales of Nvidia's cutting-edge Blackwell AI chips to China entirely.

Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google and Meta, secured a US$10 billion deal with OpenAI for next-generation AI accelerators. This partnership highlights Broadcom's aggressive push into AI hardware and signals a major opportunity for South Korean component makers.

ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer production as lithography expands into mid- and back-end processes, unlocking new opportunities for 3D heterogeneous integration in the post-Moore era.

In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips, algorithms, and geopolitical factors not only influence market share but also impact national sovereignty and industrial survival.

Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI and semiconductor sectors, said David Chuang, chairman of the Taiwan Association of Machinery Industry (TAMI).

In Learning Resources v. Trump, the administration states that the International Emergency Economic Powers Act (IEEPA) of 1977 authorizes the president to impose tax rates on any country at any level. On November 5, 2025, the US Supreme Court will hear arguments on whether US President Donald Trump has overstepped federal law with his tariff impositions. Both the US Court of International Trade (CIT) and the Court of Appeals for the Federal Circuit (CAFC) have previously ruled that Trump did not have power under the IEEPA to set tariffs under the alleged national emergency.

Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor demand and inventory restocking. This trend offers a cautiously optimistic outlook for the global automotive sector despite persistent challenges, including tariffs, geopolitical tensions, and regional economic disparities.

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia's calculated pivot toward Asia's most agile technology hub.

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences in specifications for the two versions. The chips will be manufactured at TSMC's Arizona facility and Samsung's Taylor, Texas plant, underscoring Tesla's dual-fab approach to enhance supply chain resilience and manufacturing flexibility.

Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from the plant, according to a letter obtained by Reuters. The alert comes amid a growing dispute between the Netherlands and China over control of the factory. Beijing has accused The Hague of blocking efforts to solve the problem.

Samsung Electronics appears to be accelerating its US wafer fabrication plans, with global semiconductor equipment leader ASML reportedly assembling a dedicated team to support the company's EUV lithography operations at its Taylor, Texas, facility. Industry observers interpret this as a clear signal that the Taylor fab is entering the final stages of operational readiness.

Three former TSMC engineers have been indicted for allegedly stealing trade secrets related to TSMC's 2nm process technology, violating the National Security Act (NSA). The case has the possibility of damaging the partnership and trust between TSMC and Tokyo Electron Limited (TEL). The Executive Yuan may also propose amendments to the NSA to expand its scope of restrictions for the future.

The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.

The semiconductor industry is witnessing a shift in the competitive dynamics of the mature process segment, with the intense price wars that had been predicted to escalate in 2025 now showing signs of abating. Industry sources reveal that average selling prices (ASP) are stabilizing after a period of decline, particularly among Taiwanese foundries and key Chinese players. This reversal is attracting considerable attention as it contrasts with earlier market expectations shaped by China's expanding mature process capacity.

China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced manufacturing.

Softstar Entertainment has actively pursued diversified transformation in recent years, expanding its business scope from gaming into semiconductors, IC design, and the food and beverage industry. The core gaming business now accounts for a gradually decreasing share of overall operations.

A semiconductor crisis that began in the Netherlands and is being fueled by US-China tensions has swept through the global auto industry at astonishing speed.

Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the previous quarter, while others faced relatively weak demand. Expectations for the next quarter also vary among companies.

Taiwan-based foundry Vanguard International Semiconductor (VIS) reported a sharp profit decline in the third quarter of 2025 despite steady revenue growth. Net income fell 20% from a year earlier, hitting its lowest level in nearly six quarters.

The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic component distributors. While the overall compound annual growth rate may hover around 4%, Cheng said three technological frontiers are expanding far more rapidly: high-performance computing (HPC), power systems, and advanced driver-assistance systems (ADAS).

Odisha marked a significant milestone in its electronics manufacturing journey as Chief Minister Mohan Charan Majhi performed the groundbreaking ceremony for SiCSem's silicon carbide semiconductor production facility at Info Valley, Bhubaneswar. The integrated plant, backed by an investment of INR20.67 billion (US$230 million), is expected to be operational by fiscal year 2028 (April 2027 to March 2028) and create around 5,000 direct and indirect jobs, according to the official press release.

Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and head of the Nomination Committee while retaining his roles as president and executive director.