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Monday 1 December 2025
Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes
Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production...
Monday 1 December 2025
Export controls drive CSCC to advance domestic compound semiconductor materials
Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite...
Sunday 30 November 2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
Saturday 29 November 2025
OT vulnerabilities push cybersecurity to core competency in manufacturing
As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity...
Saturday 29 November 2025
Taiwan seeks 48,000 military drones in US$1.5 billion procurement push

Taiwan's Ministry of National Defense has opened bidding for what officials say will be the country's largest military drone purchase yet, a five-model...

Friday 28 November 2025
Japan's BIH and Beijing Hoshikawa to mass-produce semi-solid batteries for BAIC hybrids in 2026
Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid...
Friday 28 November 2025
Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

Rapidus plans to begin construction on a second fabrication plant in Chitose, Hokkaido, in fiscal 2027 to produce 1.4nm and eventually...

Friday 28 November 2025
Samsung Display cautious on OLEDoS ramp as yields stay low
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...
Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Friday 28 November 2025
Commentary: China's humanoid robot boom faces order uncertainty
The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...
Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics,...
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply...

Friday 28 November 2025
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in...
Friday 28 November 2025
US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick's personal...
Friday 28 November 2025
FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although...