The appointment of former TSMC SVP of Corporate Strategy and Development Wei-Ren Luo to a senior position at Intel has raised concerns among legislators over potential trade secret leakage. Some lawmakers are advising the government to more strictly guard technologies, as Japanese and US companies are closely eyeing Taiwan's ability to mass-produce 2nm chips. Taiwan's Minister of Economic Affairs (MOEA) Ming-hsin Kung reassured that key technologies will not be leaked.

Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The Austin City Council will vote on extending Samsung's eligibility for local tax incentives by November 20, 2025.

Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations following several loss-making quarters.

Nvidia has announced key partnerships to expand its supply chain and manufacturing capacity in the US, aiming to meet rising global demand for artificial intelligence (AI) computing chips. The company is collaborating with Amkor Technology and Taiwan's SPIL to scale up domestic packaging operations, alongside launching a new testing chip technology with startup Menlo Micro.

Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to expand capacity for rising AI chip demand. The company said it will increase back-end production in Songdo, Incheon, where it already runs a key advanced packaging facility.

South Korea's Fair Trade Commission (KFTC) has launched a surprise investigation into Arm Holdings' Seoul office following a complaint by Qualcomm alleging abuse of market dominance. This move added another dimension to ongoing probes by US and European regulators into the licensing practices of the UK-based semiconductor IP provider, according to Seoul Economy and Reuters.

Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize revenue amidst shortages.

Malaysian Prime Minister Anwar Ibrahim stressed that strengthening ASEAN trade and investment, while focusing on digital technology and AI, is essential for national success. He highlighted the need for support from major economies like the US and China to ensure the continued growth of Malaysia's semiconductor and electrical & electronics sectors.

The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory as supply-chain visibility rapidly deteriorates.

At the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference on November 18, Intel vice president John Pitzer outlined significant progress in the company's next-generation 14A process node. Highlighting early customer engagement and strategic partnerships, he addressed Intel's technology developments, cooperation with Nvidia, and current capacity challenges.