Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation AI factory. It will be based on Nvidia platforms, including Pegatron-developed Nvidia GB300 and B200 server racks.

Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe this mirrors the chip inflation phenomenon of 2021, when semiconductor production was temporarily disrupted due to COVID-19. This time, the difference is that the price surge is being driven by memory chips (DRAM and NAND Flash), produced mainly by South Korean companies.

Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within Samsung Group's top decision-making structure.

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds strong opportunities during transitions to new standards. According to Edom, high-value-added products are less affected by memory price surges because customers willing to support higher prices will be prioritized. The market may need some time to return to a supply–demand balance.

DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted to long-term supply contracts of six months or more. DRAM supply in 2026 may also be difficult to secure, prompting discussions among suppliers about contracts extending into 2027.

GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends, technology roadmaps, and the company's work with MIPS on ultra-low-power compute solutions.

Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for high-performance chips, including its Ascend AI processors. The effort began after Washington restricted the company's access to US technology in 2019 and has since grown into one of China's largest semiconductor initiatives.

GlobalFoundries (GF) announced it will acquire Singapore-based silicon-photonics foundry Advanced Micro Foundry (AMF), a move that represents a critical step in its push to advance photonics innovation and solidify its leadership in the field. The acquisition underscores GF's growing confidence in photonics as a cornerstone of future semiconductor and AI infrastructure.

The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance and operational challenges for Taiwanese manufacturers. These tools have become central to Washington's trade strategy under President Donald Trump and now pose greater business risks than traditional tariff actions, according to insights shared at workshops hosted by Taiwan's Ministry of Economic Affairs (MOEA).

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November 17, 2025. President Sun Yi-Min disclosed that the utilization rate of its subcontracted laser drilling business reached full capacity as of the fourth quarter of 2025, which the company anticipates will set a peak for 2025 operations and begin reducing losses recorded in the first three quarters.

SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning is expected to deliver a significant boost to the company's earnings and operating profit, potentially surpassing Taiwan Semiconductor Manufacturing Company (TSMC).