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Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Tuesday 30 December 2025
SMIC acquires remaining stake in wafer unit for US$5.8 billion
Semiconductor Manufacturing International Corp. (SMIC), China's largest contract chipmaker, said on Monday it will take full control of its SMNC wafer manufacturing unit in a transaction...
Tuesday 30 December 2025
AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited
As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly...
Tuesday 30 December 2025
Tariff bites: US manufacturing contracts for ninth straight month
Despite ongoing US-Taiwan tariff negotiations showing no significant progress, Taiwan's semiconductor industry has not yet been affected by the "Section 232" tariffs targeting electronics...
Tuesday 30 December 2025
EU fleet rules force Germany into EV rush, automakers cry foul
At the close of 2025, the European Commission dropped a bombshell on the continent's auto industry with its new Automotive Package, introducing unprecedented uncertainty for manufacturers...
Tuesday 30 December 2025
Taiwan auto suppliers pivot to hybrids, Chinese brands as 2026 outlook turns cautious
The global automotive industry experienced moderate growth in 2025, driven by electrification and smart technologies. But rising geopolitical risks, cost pressures, and uneven regional...
Tuesday 30 December 2025
Global chip market nears US$1 trillion in 2026 as Taiwan foundries diverge
The global semiconductor industry is on track to reach US$1 trillion in annual sales by 2026 as intense demand for artificial intelligence processors and advanced memory capacity...
Monday 29 December 2025
SK Hynix weighs US expansion for advanced chip packaging
According to South Korean technology outlet ZDNet Korea, SK hynix is reviewing plans to build its first 2.5D advanced packaging mass production line in the US, a move that...
Monday 29 December 2025
Taiwan quake hits chip fabs, but Nanya says operations largely unaffected
A magnitude-7.0 earthquake struck offshore Yilan late on December 27, 2025, rattling northern Taiwan. The quake prompted precautionary shutdowns across Hsinchu Science Park. Several...
Monday 29 December 2025
South Korea expected to reclaim no. 2 in global chip equipment spending by 2026

South Korea is on track to significantly increase semiconductor equipment investment in 2026 as rising demand for high-bandwidth memory...

Monday 29 December 2025
IntelliEPI partners with EZconn to boost AI optical communication
The surge in AI-driven high-speed computing and data transmission demands has prompted major players to invest heavily in co-packaged optics (CPO) technology. Compound semiconductor...
Monday 29 December 2025
Nvidia reportedly sets 4Q26 target for 16-high HBM supply
Nvidia has reportedly asked memory suppliers to prepare for the delivery of 16-high high-bandwidth memory by the second half of 2026, according to industry sources cited by South...
Monday 29 December 2025
Taiwan's EV market braces for sub-NT$1 million showdown between domestic and imported models
Despite headwinds in Taiwan's overall auto market in 2025, the electric vehicle (EV) segment has gained notable momentum in the second half of the year. Competition is intensifying...
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...
Monday 29 December 2025
Drone boom lifts Taiwan's communication and chip suppliers
The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...