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Friday 28 November 2025
Taiwan major ODMs net zero strategy status

Introduction

Friday 28 November 2025
DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers
A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising...
Friday 28 November 2025
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...
Friday 28 November 2025
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...
Friday 28 November 2025
Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul
Amid rising global demand for green energy and geopolitical supply chain shifts, solar engineering, procurement, and construction (EPC) firm Teinco Technology is harnessing its expertise...
Friday 28 November 2025
Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With...
Friday 28 November 2025
Commentary: Taiwan's IC design edge in ASIC development
Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...
Friday 28 November 2025
Taiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands

Kinko Optical signaled an ambitious push into space-related components and next-generation optics at an investor briefing on the 25th,...

Thursday 27 November 2025
TSMC's retired tools spark fierce demand in China, ASEAN
TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...
Thursday 27 November 2025
Foxconn aims to double Vietnam revenue as AI server demand surges
Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...
Thursday 27 November 2025
India launches US$820 million plan to build local rare earth magnet industry
India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence,...
Thursday 27 November 2025
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...
Wednesday 26 November 2025
Taiwan unveils US$40B defense boost to accelerate kill chain capabilities and secure key supply chains
Taiwan's President Lai Ching-te Lai has proposed an additional NT$1.25 trillion (US$40 billion) defense budget to accelerate asymmetric warfare development, expand AI-enabled kill...
Wednesday 26 November 2025
TEL absent from TSMC annual awards following 2nm leak incident
Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
Wednesday 26 November 2025
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...