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Tuesday 2 December 2025
A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75
Former senior vice president of corporate strategy development at Taiwan Semiconductor Manufacturing Company (TSMC), Wei-jen Lo, was recently reported to have taken confidential documents related to sub-2nm technologies with him before moving to Intel, drawing widespread attention. TSMC has since officially filed a lawsuit, while Intel responded by expressing confidence in Lo and welcoming him back to the team.
Tuesday 2 December 2025
Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC
Trumpf, a key supplier of semiconductor equipment components with close partnerships with industry giants such as ASML Holding and Taiwan Semiconductor Manufacturing Company (TSMC), officially launched its new regional plasma power technology center in Taoyuan, northern Taiwan, on November 28. The facility aims to strengthen customer connections, reduce service response times, lower carbon footprints, and extend equipment lifecycles through refurbishment services.
Tuesday 2 December 2025
Samsung restructures research and memory teams to reclaim HBM market share
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and regain momentum in the fast-growing HBM memory market. The overhaul includes converting its flagship research arm, the Samsung Advanced Institute of Technology, into a lab-based system and consolidating memory development teams under a new organization led by senior engineering executives.
Tuesday 2 December 2025
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual Property branch of Taiwan's High Prosecutors Office has instructed the Ministry of Justice Investigation Bureau (MJIB) to issue a search warrant at Lo's Taipei and Hsinchu residences, granting permission to seize computers, USB drives, and other related evidence.
Tuesday 2 December 2025
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the sheer complexity of modern semiconductor manufacturing and the impossibility of any single "hero" reshaping the field — the market is now weighing a more strategic angle behind Intel CEO Lip-Bu Tan's unusually strong public endorsement of Lo.
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing.
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according to Nikkei. The initiative aims to increase production of advanced chips designed for artificial intelligence (AI) systems and to lessen the company's dependence on Taiwan amid growing concerns over global supply chain vulnerabilities.
Monday 1 December 2025
India commits US$500 million to modernise SCL Mohali and boost domestic chip production
India will invest INR45 billion (approx. US$500 million) to modernise and expand the Semiconductor Laboratory (SCL) in Mohali, India's Union Electronics and IT Minister Ashwini Vaishnaw said during a review visit. The minister reaffirmed that SCL would "not be privatized" and would instead undergo a major upgrade aimed at significantly boosting domestic chip production and strengthening India's strategic semiconductor capabilities.
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the country's second major source of domestic compute capacity after Huawei.
Monday 1 December 2025
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.
Monday 1 December 2025
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream adoption within just two years, potentially puncturing the current AI hype. He went further, asserting that GPUs, which currently dominate AI processing, may begin to be gradually replaced by 2030.
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris Chang. Speaking publicly, Huang confirmed he had met with Chang, describing the semiconductor pioneer's health as "very good," and added that he would be leaving Taiwan later that day.

Monday 1 December 2025
TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
To support the semiconductor industry's net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan's first certified blue ammonia in 2025, beginning sales in the second half of 2025. Initial volumes were limited due to customer certification processes, but TFC expects a significant increase in shipments in 2026 as demand from the semiconductor sector gradually grows.
Monday 1 December 2025
Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics
Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade.
Monday 1 December 2025
TSMC reportedly set to take over base-die production in HBM4E generation

Micron said in its latest quarterly results that it will work with TSMC to produce base logic dies for both standard and custom HBM4E memory. The disclosure highlights a significant shift in how next-generation high-bandwidth memory may be built, as foundries, rather than DRAM makers, begin handling the foundational logic layer of advanced HBM stacks.

Monday 1 December 2025
Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties
These are the most-read DIGITIMES Asia stories in the week of November 24 to November 30, 2025.
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 at its Southern Taiwan Science Park (STSP) wafer fabs but also planning three new 2nm fabs in the same area. This capital expenditure increase over the next three years will boost the entire supply chain, including factory engineering, equipment, and materials suppliers.
Monday 1 December 2025
Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist
China's Wingtech has appealed to the Dutch Supreme Court to regain control of chipmaker Nexperia BV, highlighting ongoing tensions despite a temporary truce that allowed some components to resume flowing. The appeal targets an Amsterdam court ruling that transferred Nexperia shares—except for one—to a court-appointed trustee and suspended Wingtech founder Zhang Xuezheng as CEO, actions Wingtech contests in full, according to Bloomberg.
Monday 1 December 2025
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving trip to Taiwan, there are also rumors that Huang made the trip to address ODM shipment issues with the GB300. Supply chain companies clarified that GB300 shipments are proceeding without problems, though pushing output to meet Nvidia's required volume will need an extra push.
Monday 1 December 2025
Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield
Since April 5, 2025, a series of geopolitical tensions have unfolded—from US President Donald Trump's remarks and reciprocal tariffs to Japanese Prime Minister Sanae Takaichi's public comments on sensitive Taiwan-related issues. These developments have forced the global semiconductor industry to confront mounting political risks.
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 export restrictions have once again emphasized the importance of localized supply chains.
Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
Saturday 29 November 2025
Tech giants lead energy self-sufficiency push
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.
Friday 28 November 2025
Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move advances 3Peak's push to become a global platform-based provider of analog and mixed-signal solutions.

Friday 28 November 2025
Cheng Mei delivers first CoPoS equipment to ASE
Competing with leading players, Cheng Mei Instrument Technology recently delivered the first CoPoS measurement and inspection equipment to the ASE Group, aiming to break KLA Corporation's near-monopoly in the equipment market. Cheng Mei Chairman Tony Tsai stated that in recent years, the company has been aggressively entering the advanced packaging field. He estimates that in 2025, measurement and inspection equipment in the semiconductor sector will account for roughly 60–70% of revenue, with 2026 expected to exceed 70%.
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