UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December 4, 2025. The two companies will explore collaboration opportunities for 8-inch wafer production within the US, targeting growing demand from automotive, data center, consumer electronics, aerospace, and defense industries.

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."

The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that reveals the stakes of the dispute, both companies immediately declared victory.

TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened the race for leadership amongst Taiwan and US GaN foundries.

Testing interface manufacturer Chunghwa Precision Test Tech (CHPT) reported that due to seasonal factors at the end of the year, revenue for November 2025 declined both year over year and sequentially. However, cumulative revenue for the first 11 months still outperformed the same period in 2024. The company expects to achieve its full-year goal of double-digit revenue growth in 2025.

Google DeepMind's latest AI model, Gemini 3, has made a stunning debut, outperforming ChatGPT, Claude, and other competitors, signaling a new phase in the generative AI landscape. This has drawn attention to the Google-developed TPU chips that train this model, which have also attracted interest from other US-based cloud service providers (CSPs).

The next wave of humanoid robot development is focusing on physical agents, with the core challenge being robots that not only see but also understand and act successfully. The critical vision-language-action (VLA) multimodal model competition is heating up, attracting global giants like Google, Nvidia, and OpenAI.

Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates. President Tse-sung Tsai noted that unresolved global tariff policies could present risks into 2026, but said long-term growth momentum for memory testing remains strong as AI adoption widens.

Tong Yang reported consolidated self-declared revenue of NT$2.218 billion (approx. US$70.9 million) for November 2025, up 1% from October and marking the highest monthly figure in nearly seven months amid strong peak-season order demand. The company's cumulative revenue for the first 11 months reached NT$23 billion.

China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans abruptly cancelled a planned China visit, a decision seen as highly sensitive given the timing.

Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets.

In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple.

Semiconductor test equipment leader Chroma ATE announced that its founder and chairman, Leo Huang, will step down as CEO, handing the role over to I-Shih Tseng, the current president of the integrated system solutions and optical inspection systems business units.

Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.

Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal Taiwan's support for broader supply-chain diversification, while offering guarded views on US chip policy and cross-Strait security.

Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi expects component sample testing for the jointly developed devices to begin in the first half of 2026.

Intel's decision to retain its networking unit marks a significant shift in CEO Lip-Bu Tan's turnaround strategy, signaling a move away from asset sales as fresh government and corporate investments strengthen the company's finances. The reversal underscores Intel's bet that tighter integration will be critical to regaining competitiveness in AI and data infrastructure.

China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies, according to recent remarks from one of the country's leading semiconductor experts.

To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology has already developed 800V energy-efficient AI power chips. In addition, the supply chain disruptions triggered by the Nexperia dispute have prompted Eris to report increased demand from multiple customers. Though product certification will take time, the benefits from order shifts are expected to materialize in 2026.

Germany and Taiwan marked a symbolic convergence of politics, culture, and industrial strategy on the evening of December 2, 2025, as the Deutsche Philharmonie Merck performed at a concert celebrating the 25th anniversary of the German Institute Taipei.

Pat Gelsinger describes himself as a born-again Christian who lives "at the intersection of faith and technology." For the former Intel CEO, reviving American semiconductor manufacturing isn't just a business strategy—it's a mission he believes he was called to fulfill. This conviction has driven him to donate nearly half of his income to charity and maintain strict self-discipline, waking at 4 a.m. each morning. But the same unwavering sense of purpose that guides his personal life now shapes his vision for the industry, one that fundamentally challenges how foreign companies like TSMC are investing in the US.

Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.

Onsemi and Innoscience have signed a memorandum of understanding to assess opportunities for expanding the manufacturing of gallium nitride (GaN) power devices, with a focus on accelerating deployment in the 40–200V segment. The companies said the non-binding agreement aims to combine Onsemi's packaging, drivers, and system-integration capabilities with Innoscience's 8-inch GaN-on-silicon wafer technology and high-volume production capacity.

The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.