Taiwan and Europe will continue to strengthen collaboration in advanced fields such as drones, robotics, and low Earth orbit (LEO) satellites in 2026, according to Chao-chung Kuo, director general of the Department of Industrial Technology (DOIT) at the Ministry of Economic Affairs (MOEA). Kuo made the announcement at a press conference hosted by the DOIT on January 7, which showcased the results of cross-national collaborative R&D efforts with Europe. These include Innolux's entry into the market for high-voltage EV charging, and MediaTek's collaboration with Eutelsat OneWeb. In addition, the number of countries participating in the Eureka Network's Globalstars program is expected to increase to seven in 2026.

Tai-Tech Advanced Electronics posted record revenue in December, the fourth quarter, and the full year of 2025, driven by strong AI-related demand and an initial round of price increases for ferrite bead products, the company said.

Rayzher Industrial, a supplier of gas supply systems for high-tech semiconductor fabs, recorded consolidated revenue of NT$228 million (approx. US$7.21 million) in December 2025, a 3.31% decrease year-over-year, primarily due to adjustments in some engineering project schedules. Despite this monthly decline, the company posted strong quarterly and annual results.

Taiflex Scientific, a flexible copper clad laminate (FCCL) supplier, has begun a transition toward three new material businesses, led by fine-pitch materials used mainly in display panels and camera lenses. Fine-pitch products were the primary driver of revenue growth in the fourth quarter of 2025. Despite exiting the automotive-related business due to margin pressure and market risk, Taiflex lifted full-year revenue beyond NT$10 billion (approx. US$330 million), marking its highest level in seven years.

As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands in end applications and constrained supply, industry experts expect NOR flash contract prices to jump over 30% in the first quarter of 2026, with sustained double-digit quarterly growth throughout the year.

Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other memory prices expected to surge roughly 10x starting fall 2025, rapid global data center expansion is fueling explosive demand for advanced semiconductor manufacturing tools.

At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase, driven by two platform shifts unfolding in parallel.

Geopolitical shifts are reshaping the global semiconductor landscape, prompting countries to build autonomous supply chains. While Taiwan leads globally in manufacturing, it remains heavily dependent on European, American, and Japanese firms for critical semiconductor equipment and materials.

India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software, and process control capabilities.

India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence on imported intellectual property and strengthening participation in higher-value segments of the global chip industry.

Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable eNVM for logic processes. Buoyed by a growing stream of royalty income, the company has posted gross margins of 99% for two consecutive years—an exceptionally rare figure in the semiconductor industry.