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Taiwan's Hiroca to launch new Mexico coating line as US and Japanese orders rise

Electric Vehicles

Taiwan's WinWay partners with Technoprobe and MS SUN in 5-year MEMS probe card deal

ENE Technology invests in two Taiwanese drone firms to boost UAV integration and systemization

WUS Printed Circuit targets over 40% AI-driven HPC revenue by 2026 amid capacity expansion

BizLink eyes virtual-physical integration to boost high-speed computing R&D

Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges

DEC

13

2025

Innolux's CarUX finalizes Pioneer purchase, creating new force in smart cockpit tech

ams OSRAM highlights growth in automotive electronics and expanding uses for ToF technology

South Korea races to scale nuclear fusion with compact reactors

Taiwan drills deeper in search of clean, reliable power

How AI is giving digital cameras a second act

Germany plans 2026 EV subsidy revival after two-year slump

How a Taiwan startup is filling gaps in inertial navigation supply chains

Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026

Commentary: Uncertainty rises as US delays Section 232 semiconductor tariff ruling after eight months

Why Wiwynn remains cautious on stablecoins despite global payments

DEC

12

2025

Intel reportedly tests chip tools linked to sanctioned Chinese firms for 14A

Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026

US advances massive drone purchase as Taiwan firms seize new opportunity

King Shing Industrial sets 1H26 start for automated production in Thailand

AI hardware landscape shifts from GPUs to NPUs as edge computing gains ground

Japan's major banks and corporations back Rapidus with massive financing and new investments

Camellia expands automotive sector revenue with three-phase Southeast Asia strategy

VPEC will focus on optical components in 2026

AI agents push software industry toward existential shift

Taiwan firms tighten hold on AI-server PCB drilling supply chain

AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum

TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production

Vietnam slaps new export curbs on rare earth

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

OpenAI secures major Disney investment as monetization pressure rises, launches GPT-5.2 to defend lead in intensifying AI race

Foxconn pumps US$509M into new Kaohsiung HQ

Phison sets 3 supply strategies amid NAND shortage and wafer price surge

Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years

Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26

Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

J&B International launches Vietnam plant, treats sports event orders as bonus

PCL Technologies eyes data center boom with AI-driven optical interconnects

China and US challenge Japan in AI humanoid robot race

Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum

Ubiqconn starts fulfilling UAV ground control station orders

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

EU review of zero-emission car policy sparks clash over Europe’s auto future

Huawei, Samsung, and Apple escalate race for next-generation foldable smartphones

Foxconn expects limited impact from Mexico import tariff

iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Exclusive: Ex-TSMC R&D VP on advanced packaging and Morris Chang's vision

Rapidtek subsidiary Asterforge secures satellite integration orders in Europe, US, and SE Asia

Broadcom forecasts surging AI chip demand after record fourth quarter results

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

AI server demand propels MLCCs into strategic role in passive components market

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

China's transformer makers expand capacity in green energy upgrades

Foldable phone shipments expected to grow 30% in 2026, with Apple capturing 20% share

Taiwan weighs nuclear restart as solar sector hits regulatory roadblocks

LCD TV panel market defies 4Q25 slowdown on 2026 demand bets

Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design

Malaysia promotes rare earth industry with incentives for midstream and downstream firms

Taiwan's optical industry gains defense opportunities amid China-free supply chain shift

Mistral AI introduces new open-source tools targeting software dev

Advantech expands AI ITS platform across key South Korean cities

Rapidus secures Canon, SoftBank backing for 2nm chip ambitions

Linde LienHwa and CPC launch Taiwan's first hydrogen refueling stations

Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply

DEC

11

2025

China's auto sector faces major reshuffling as subsidies end and sales slump

Transcom secures military certification as Taiwan proposes significant defense budget

Meta reportedly delays Llama successor, shifts to closed-source AI amid internal reorganization

Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case

Fed rate cut sparks short-lived market rally, says Pegatron's Tung

China's polysilicon glut triggers US-backed supply chain realignment

ZTE hit by US foreign bribery probe with fines exceeding US$1bn

AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices

Mexico breaks from free-trade tradition with sweeping tariffs on Asian imports

UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge

US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst

China's steel engine loses steam, rewrites the iron ore trade map

South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push

Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive

India's state-run chip fab upgrade puts public-sector model to the test

EU court cuts Intel antitrust fine to about EUR237 million

China weighs Nvidia's H200 amid US export shift and supply constraints

Wingtech seeks talks with Nexperia custodians as governance standoff deepens

Taiwan firms target defense surge as NT$1.25 trillion budget nears approval

Drones emerge as new growth area for rugged IPCs targeting ground control stations

Game console EMS accelerates shift from China as US tariffs persist

Samsung's Trifold phone launch in China to challenge Huawei dominance

China's tech push reshapes Taiwan's auto supply chain

MediaTek reports November revenue decline but maintains positive annual growth outlook

Commentary: China's PCB edge survives G2 decoupling

Commentary: China's tech M&A unravels from EDA to compute

SK Hynix reaps largest benefits from H200 export approval

Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25

Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities

UMC prepares for a leadership change as veteran chiefs phase out

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle warns of rising depreciation strains as AI data-center buildout accelerates

Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design

Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong

Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy

US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty

Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production

Canon and DNP push 1.4nm nanoimprint tech, target 2027 production

Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months

FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

WITS breaks revenue record again with strong AI and internet-sector growth

Taiwan home appliance brands shift to commercial, overseas, and rental markets amid downturn

South Korea adds vibration detection to AI-powered BMS against EV battery fires

UMC launches new Tainan plant to convert chip waste into valuable materials

Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

MiTAC expands factories to meet strong AI order demand

Yulon Mobility Group focuses on ESG and AI to expand smart mobility

FIT eyes Saudi EV charging plant, production starts 2026

ASML faces scrutiny after report ties customers to China's military suppliers

Taiwan urges patent strategy as 6G standardization enters critical phase

Acter Group sees strong order growth as semiconductor and memory expand

Khgears eyes 4Q25 robot gear mass production to boost growth

DEC

10

2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Huawei's chip breakthrough prompts US to relax AI export controls

Nvidia H200 clearance paves the way for HBM3E in China

China adds local chips to procurement list as US approves Nvidia H200 exports

RnPT targets rising demand for foreign patient services with KRACE platform

AI demand drives TSMC to third-highest monthly revenue

Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules

Amazon plans more than US$35 billion in new India investments through 2030

Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

HTC's AI glasses expand to Hong Kong and target Greater China

Budget stall threatens Taiwan's 2026 semiconductor and tech R&D agenda

Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure

Scientech posts over NT$10B revenue in 11 months, order visibility extends to 2H26

Google TPU stays strong, Inventec confident for 2026 server outlook

Planet Technology maintains margins despite rising memory costs

Hygon–Sugon mega merger collapses in China's compute sector

Tesla restarts solar leasing business, opening opportunities for Taiwanese firms

Trump greenlights Nvidia's H200 for China, reshaping AI arms race

US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions

TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27

Microsoft, Intel outline major commitments in meetings with Indian PM

Taiwan leverages semiconductor edge to build full quantum ecosystem

OpenAI's 'code red' exposes internal rift over ChatGPT's future

Compal expects 2026 PC shipments to match 2025 levels

South Korea's EV charging industry seeks localization to overcome market challenges

US clears Nvidia H200 shipments, challenging China's tech ambitions

SK Hynix says no decision yet on potential US ADR listing of treasury shares

Export controls eclipse tariffs as Asia’s top chip risk, says Singapore semiconductor leader

H200 returns to China's market, but local chipmakers have already built resilience

Tesla sees 70% delivery surge in Taiwan in 4Q25; 2025 in-stock car sold out

Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy

Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern

AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia

Novatek turns to ASIC as weak device demand drags November revenue

Holiday season loses shine as US aftermarket demand stalls

Micro LED's moment: Asia races to dominate the next display revolution

Chenbro Micom nears record revenue fueled by strong server orders

Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

Local datasets key to Taiwan's smart healthcare market edge

Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge

Coplus targets US retail giants, pushes smart automotive parts

Taiwan signals openness to US chip targets on condition of support

Tex Year Technologies ramps up production capacity with new plant in India

Vingroup to invest US$3 billion to build multi-sector ecosystem in India

Qatar launches national AI firm Qai to join Gulf AI investment race

DEC

9

2025

China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge

Walsin, NKT launch Taiwan's first submarine cable plant, closing final gap in offshore wind ecosystem

Samsung's Exynos 2600 debut in Galaxy S26 may be Korea-only

Google and Microsoft prioritize speed over cost as CSPs scramble for memory

YMTC sues US govt to overturn Chinese military-company designation

UMC licenses Imec SiPh tech, plans risk production in 2026-27

IRIS Optronics debuts full-color electronic paper on Japanese utility poles

Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push

Meta VP: AI will transform, not extinguish, job roles in advertising and beyond

Apple demand spurs Jahwa's move to expand actuator production

Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook

Russia falls behind US and China in AI race amid sanctions, brain drain

Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan

Japan's Cica-Huntek joins TSMC supply chain

Apple Silicon chief stays amid wave of leadership departures

SK Hynix pivots to general-purpose DRAM with tenfold 1c capacity surge

Trend Micro sees high AI cybersecurity interest but limited orders

Commentary: Are East Asia tensions a threat to supply chains?

China's AI chip race nears US$275bn; Cambricon, Hygon lead the field

Samsung's HBM4 edge fuels foundry recovery

SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung

Navitas, Cyient Semiconductors partner to develop GaN ecosystem in India

OpenAI introduces confession mechanism to enhance transparency in large language models

Johny Srouji to stay with Apple amid executive exodus

SK Hynix secures 39 patents in China to strengthen memory and neuromorphic chip design

China GPU makers flood capital markets as AI chip race escalates

Google TPU demand remains strong, but CoWoS and memory cap 2026 production

Silver shockwaves push tech suppliers to renegotiate and retrench

South Korea AI startups face 56% survival rate, heavily reliant on government funding

Google to launch AI-powered smart glasses in 2026 as competition in wearable AI intensifies

Catcher eyes cautious 1H26 amid memory and chip supply tightness

South Korea signs MoU with Arm Holdings to establish 'Arm School' for IC design education

Tata Group and Intel form strategic alliance to assemble chips in India

IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities

Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule

Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027

CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7

China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge

Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee

Moore Threads CEO leverages Nvidia legacy to challenge GPU giant

Taiwan drone giant pursues US$1 billion Pentagon drone contract

Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics

Samsung moves to narrow gap with TSMC as silicon photonics race heats up

Analysis: Why isn't Huawei trying to win the tech war?

DEC

8

2025

Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030

Cable makers see short-term gains from rising copper prices

SK Hynix restructures global operations amid reported HBM4 production delay

Largan eyes high-end product mix as key to 4Q25 performance

Ola Electric begins mass deliveries of S1 Pro+ powered by in-house 4680 Bharat Cell

Taiwan's Kinko Optical sees revenue surge, plans waveguide lenses and LEO satellite products

Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS

Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability

Corning and Optiemus launch Gorilla Glass finishing facility in Tamil Nadu to boost India's electronics supply chain

Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

Yeong Guan boosts global wind presence with China surge and 2026 Thailand plant launch

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Geopolitics push AI chip packaging into Taiwan-US duopoly

Tesla mounts late-2025 China comeback as Europe sales crater

Samsung launches first tri-fold phone, focusing on strategic impact over sales

Apple poised to overtake Samsung in 2025 smartphone shipments

Starlink's debut in South Korea marks shift toward next-gen communications

SK Hynix reportedly delays HBM4 mass production amid Nvidia Rubin AI accelerator launch plans

TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Chunghwa Telecom locks in 4.6B kWh green power in largest 20-year deal with Greenet

Foxconn leads global EMS market with strong AI and Apple momentum

VinFast to invest US$500 million to expand EV manufacturing and product lineup in India

China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts

Weekly news roundup:Intel hires TSMC veteran, Samsung reportedly wins TPU HBM4 order

India reviews proposal to make smartphone location tracking permanently active

Auto supply chains face stricter demand for non-Chinese standards

Samsung shifts focus from HBM to DDR5 modules for higher profits

IBM CEO warns AI data center investments tough to break even due to short hardware cycles

Exclusive: Tesla Powerwall orders triple in Taiwan amid growing power supply concerns

HEV prospect remains optimistic despite US plans to ease fuel standards

EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025

OpenAI’s next frontier? Altman explores a space detour with Stoke Space

Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI

India roundup: India flip-flops on mandatory security app installation

Ritek revives growth by becoming an AI infrastructure dark horse

Why VLA intelligence now dictates the future of humanoid robots

South Korea's Enforus tapped as POSCO's hydrogen partner for green steel transition

Taiwan auto industry prepares for new wave of locally built SUVs and pickups

Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing

Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists