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 growth is expected to slow from 5% to 4.8% and then to 4.2%, while India may dip from 6.6% to 6.2%. Taiwan remains an outlier, supported by strong AI and semiconductor investment and exports, with GDP projected at 7.37% in 2025. Continued strength in AI server exports could also lift its 2026 forecast of 3.54%.
Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market share from TSMC. The South Korean company plans to offer its Heat Path Block solution to third-party chip designers after validating the system in its upcoming Exynos 2600 processor, according to local media reports.
Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8% year-over-year, marking the first month in 2025 in which revenue slipped below NT$9 billion (approx. US$288 million).
Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters report, as US authorities simultaneously dismantled a China-linked network accused of smuggling more than US$160 million worth of GPUs to restricted markets, CNBC reported, citing newly unsealed court documents and a statement from the US Attorney’s Office for the Southern District of Texas.
