Taiwan's 2026 central government budget has stalled in the Legislative Yuan amid partisan gridlock and the ruling party's loss of a parliamentary majority, raising concerns over funding for the nation's most critical science and technology programs. Premier Jung-tai Cho urged lawmakers to accelerate the budget review, warning that prolonged delays could disrupt major R&D subsidies, semiconductor

Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure. Benefiting from its two major product lines—protection & energy storage components and semiconductors—revenue contributions from networking and consumer electronics have grown significantly, turning operations from a loss to profit in the third quarter of 2025. The company is optimistic about 2026 revenue growth.

Advanced packaging equipment and wafer reclaim solutions provider Scientech reported consolidated revenue of NT$958 million (US$30.77 million) in November 2025, up 9% sequentially and 7% year over year. Cumulative consolidated revenue for the first 11 months of 2025 reached NT$10.39 billion, a 17% increase from the same period in 2024, surpassing the NT$10 billion mark for the first time and setting a new annual record ahead of schedule.

Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent memory price increases are expected to have little impact on the company because memory accounts for a small portion of its overall cost structure.

The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the move marks the most significant loosening of US semiconductor export controls since 2022.

Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals.

Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate (CoWoS) capacity. Order trends indicate GPU and ASIC customer demand will exceed expectations in 2026-27.

Prime Minister Narendra Modi met Microsoft CEO Satya Nadella and Intel CEO Lip-Bu Tan in New Delhi, where the two US tech leaders outlined major investments and support for India's ambitions in artificial intelligence and semiconductors.

Taiwan is moving to cement its position in the emerging global quantum technology supply chain, with the National Science and Technology Council (NSTC) outlining a strategy to build a full ecosystem—from components to systems and applications—powered by the nation's semiconductor and ICT strengths.

Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate infrastructure performance against the national mandate for semiconductor self-sufficiency. Analysts suggest the move tests China's resolve to build an independent supply chain while simultaneously allowing the US to clear aging inventory.

SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows Korean media reports suggesting a US listing for about 2.4% of its treasury shares.