UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December 4, 2025. The two companies will explore collaboration opportunities for 8-inch wafer production within the US, targeting growing demand from automotive, data center, consumer electronics, aerospace, and defense industries.

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development.

In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride (GaN) devices, Infineon has used litigation to build a formidable barrier against Innoscience across major US and European markets. International companies relying on China's GaN capacity must now define strict intellectual-property boundaries.

After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen its sales restrictions.

China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand and long-term order shifts. The company has approved a NT$650 million (US$20.8 million) investment to add production lines for tungsten carbide (WC), ammonium paratungstate (APT), and tungsten powder, with mass production planned for September 2027 and targeting high-end uses such as PCB drill bits.

TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened the race for leadership amongst Taiwan and US GaN foundries.

Testing interface manufacturer Chunghwa Precision Test Tech (CHPT) reported that due to seasonal factors at the end of the year, revenue for November 2025 declined both year over year and sequentially. However, cumulative revenue for the first 11 months still outperformed the same period in 2024. The company expects to achieve its full-year goal of double-digit revenue growth in 2025.

Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape. This has drawn attention to the Google-developed TPU chips that train this model, which have also attracted interest from other US-based cloud service providers (CSPs).

The next wave of humanoid robot development is focusing on physical agents, with the core challenge being robots that not only see but also understand and act successfully. The critical vision-language-action (VLA) multimodal model competition is heating up, attracting global giants like Google, Nvidia, and OpenAI.

Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates. President Tse-sung Tsai noted that unresolved global tariff policies could present risks into 2026, but said long-term growth momentum for memory testing remains strong as AI adoption widens.