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Monday 15 December 2025
Weekly news roundup: TSMC pauses Japan fab plans, Tesla Powerwall demand rises in Taiwan, Huawei flags AI oversupply risks
These are the most-read DIGITIMES Asia stories in the week of December 8 to December 14, 2025.
Monday 15 December 2025
TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises
As major US CSPs are ramping up ASIC development, the capacity gap in TSMC's CoWoS advanced packaging continues to widen. Thus, the rise of "CoWoS-like" capacity by OSAT providers...
Monday 15 December 2025
China to launch GPMI interface standard, pressuring USB-C and HDMI supply chains
The Shenzhen 8K UHD Video Industry Cooperation Alliance (SUCA) said China's domestically developed General-Purpose Multimedia Interface (GPMI) standard is set for formal release.
Monday 15 December 2025
NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads...

Monday 15 December 2025
Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand
Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned...
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

Monday 15 December 2025
Global expansion drives 50% revenue surge for Aurotek through automation and robotics
Aurotek has reported a robust 50% increase in consolidated revenue for the first 11 months of 2025, fueled by sustained manufacturing globalization that is accelerating demand for...
Monday 15 December 2025
Micron's DDR5 outsourcing ramp redraws memory packaging trajectories through 2026
Memory demand remains overheated and supply tight, driving upstream manufacturers to lift utilization while majors such as Micron pivot toward customized, higher value-added output...
Monday 15 December 2025
Offshore wind key to Taiwan energy autonomy, with developers calling for third-party info platform
Despite rising offshore wind installation costs due to the pandemic and the Russia-Ukraine war, with some projects experiencing delays, offshore wind remains a critical option supporting...
Sunday 14 December 2025
Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges
Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her...
Saturday 13 December 2025
South Korea races to scale nuclear fusion with compact reactors
Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential...
Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related...
Friday 12 December 2025
King Shing Industrial sets 1H26 start for automated production in Thailand
King Shing Industrial is accelerating its shift into AI-enabled mobility systems while strengthening its core automotive aftermarket business in North America. The Taiwan-based motor...
Friday 12 December 2025
Camellia expands automotive sector revenue with three-phase Southeast Asia strategy
Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging...
Friday 12 December 2025
VPEC will focus on optical components in 2026
AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...