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China's humanoid robot giants capture 60% of orders in 3Q24

Tomorrow's Headlines

China remains key support for EV material supply chain amid market slowdown

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Intel outsources EMIB packaging to Amkor's South Korea plant

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China's AI glasses market sees intense low-cost competition

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Huawei's AI companion sparks new market

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Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25

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DEC

2

2025

Column: Quantum software growth accelerates

Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain

Vivo launches iQOO in Taiwan, targets gaming and midrange consumers

Intel CEO meets Malaysia PM as Intel puts in additional US$208M investment

AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026

Samsung launches first triple-folding phone with 10-inch display

US rallies allies to secure AI and mineral supply chains amid rare earth crunch

Interview: Cybercrime enters AI-driven era with precise, scalable attacks, experts warn

MXIC chairman wins prestigious semiconductor award, stresses product value over manufacturing

Alibaba Cloud's global expansion tests geopolitical boundaries

Apple AI chief to retire, replaced by ex-Microsoft executive

Samsung, SK Hynix set profit-first DRAM regime

Fanuc to collaborate with Nvidia on AI-equipped industrial robots

Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs

US reduces South Korea import tariffs to 15% after strategic investment deal

Taiwan Cement eyes Europe, Africa ahead of 2027 CBAM rollout

Taiwan's space sector gains momentum with milestone missions

South Korea's tech leaks surge 50% as China deploys shell companies

Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026

AOT and Epileds bet on automotive LED growth in 2025

As South Korea pursues grid stability and decarbonization, hydrogen energy must prove its worth

Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics

Taiwan PCB makers ride LEO satellite boom

Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India

Singapore's SEA-LION AI model built on Alibaba Qwen signals shift from Meta

Taiwan's scooter sales decline in November as electric segment faces challenges

Taiwan sees new vehicle registrations rise amid market recovery efforts

Samsung Display maps out OLED expansion in Vietnam's Bac Ninh hub

Apple's potential Intel partnership hinges on 18A-P process maturity by 2027

India mandates non-removable state cybersecurity app on all smartphones, raising privacy alarms

Google CTO reveals strategy behind Gemini's comeback

Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks

CarUX completes Pioneer acquisition, Innolux eyes synergy across three key areas

A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75

OpenAI–Thrive equity swap raises fresh circular-deal questions

Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges

AI drives Samsung's 2026 operating profit toward KRW100T

Copper shock, AI PCB demand recasts global CCL pricing

Samsung Taiwan president promoted amid strong sales

Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC

Google CEO maps out quantum future and space data center plan

New industry alliance aims to position Taiwan at the center of next-generation communications

Samsung restructures research and memory teams to reclaim HBM market share

Panasonic raises tantalum capacitor prices, following US competitor steps

TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks

Taiwan's Robotics Innovation Alliance targets six major industries

Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip

DEC

1

2025

Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration

PaleBlueDot AI seeks US$300m loan for Nvidia chips

Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production

CXMT narrows DRAM gap; market impact may be smaller than expected?

Taiwan weighs long-term space strategy as scientists push for greater role

Taiwan sees highest weekly average of cyberattacks in Asia Pacific, says Fortinet executive

A decade-old cooling idea returns as AI servers overheat

Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026

India commits US$500 million to modernise SCL Mohali and boost domestic chip production

Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand

Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand

China turns to Baidu's Kunlun as AI chip constraints intensify

Shinkong’s new growth story starts with GPU packaging and e-paper

Google’s TPU victory widens China’s path to a post-Nvidia future

A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end

Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

PVD set to enter US military supply chain with tank night vision displays

Beijing’s new frontier for AI computing is 800 kilometers above Earth

December memory prices surge as the real crunch lies ahead

TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain

Samsung's HBM3E performance leap propels it to become primary supplier of Google's Ironwood TPU

Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics

TSMC reportedly set to take over base-die production in HBM4E generation

China's Xiangdi Xian unveils Fuxi A0, the first mass-produced IMG DXD GPU

Rapidtek's Black Kite-1 CubeSat joins Taiwan's FORMOSAT-8A in successful orbit launch

ACME shifts SiC R&D to AI and defense as auto market slowly recovers

Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties

Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes

Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist

Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh

India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh

Jensen Huang visits Taiwan and refutes ODM capacity concerns

Taiwan puts Formosat-8A in orbit, opening a new chapter in its space ambitions

Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase

Tesla leans on low running costs to woo Indian buyers as early sales stagnate

Research Insight: Gemini threatens OpenAI's AI crown: Ecosystem advantage signals strategic shift in tech landscape

India roundup: India launches US$820M scheme to secure local rare earth supply

Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap

Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield

Export controls drive CSCC to advance domestic compound semiconductor materials

Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

NOV

30

2025

Samsung reportedly nears December verdict on Nvidia HBM4 tests

Taiwan's vertical integration cluster advantage limits industry relocation risk

Loop Telecom eyes rebound as US infrastructure spending picks up

Solvit unveils tools to accelerate search-and-rescue in signal dead zones

NOV

29

2025

Tech giants lead energy self-sufficiency push

Taiwan eyes overseas tech parks to help Taiwan SMEs expand globally

CXMT's high-end DRAM push narrows China's gap with South Korea to one year

TaiDoc bets on smart rings and CGM as health monitoring demand surges

OT vulnerabilities push cybersecurity to core competency in manufacturing

TSMC enlists bees to monitor environmental health

Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs

Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles

GPU and TPU dispute illustrates zero-sum fallacy

Taiwan left out of supercapacitors while AI server capacitor boom builds

Taiwan optics firms shift to AR glasses as China cuts costs

Taiwan seeks 48,000 military drones in US$1.5 billion procurement push

NOV

28

2025

Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments

AI workload surge creates opening for alternative memory and chiplet technologies, expert says

Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

Japan's BIH and Beijing Hoshikawa to mass-produce semi-solid batteries for BAIC hybrids in 2026

Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens

DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers

Envision Group evaluates building battery plant in India amid energy storage market optimism

Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost

Japan plans 600-kilometer quantum communication network by 2027

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Liquid cooling opportunities bring optimism for Walrus Pump in 2026

Cheng Mei delivers first CoPoS equipment to ASE

Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

Daikin targets AI cooling boom with plan to triple North America revenue

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Samsung Display cautious on OLEDoS ramp as yields stay low

Gigastorage advances AI cooling, CGM medical devices, and green energy

Trump-Xi détente could unleash another wave of Taiwan AI chip boom

Apple's IT demand lifts global OLED material spending 6.2% in 3Q25

Huawei's 'genius youth' takes over as Swancor chair

Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul

Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share

Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain

Acer service arm HSN set to extend double-digit growth into 2026, eyeing presence in India or China

Kneron's ambitious chip roadmap expands into AI infrastructure

Commentary: Taiwan's IC design edge in ASIC development

Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028

Amazon rebrands Kuiper as 'Amazon Leo' and begins satellite network trials

Commentary: China's humanoid robot boom faces order uncertainty

MiTAC confident in 2026 growth despite macro environment challenges

Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history

China's new TPU contender aims for Nvidia's AI chip dominance

India's solar boom meets overcapacity as exports weaken

TSMC exit fuels Taiwan-US rivalry in GaN market

Analysis: Auto suppliers push into robotics and servers as traditional markets cool

Taiwan Excellence Awards reshape 'Made in Taiwan' image with premium branding

Why Jensen Huang spent Thanksgiving weekend in Taiwan

Jufan rides the ‘clean-tech squeeze’ as hydraulics push into chips, clinics, and robots

Automakers under siege: cyberattacks threaten electric and digital transformation

China's fast-iterating humanoid robots challenge US leadership

US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise

Solomon chairman highlights two key bottlenecks in humanoid robot development

Chinese smartphone makers face cost pressures, plan product cuts or price hikes

Taiwan's green energy goes global as domestic regulations tighten

FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry

Taiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands

Philippines' green energy push draws Taiwan solar, storage firms

Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands

Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips

AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling

NOV

27

2025

TSMC's 2nm secrets case erupts into raids on Intel hire Wei-Jen Lo

Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown

Foxconn's CityGPT platform optimizes smart city security ecosystem

Teinco targets net zero through electromechanical expertise

Data Image enters drone market with new Taoyuan production line

Honda's reusable rocket test signals Japan's entry into the space race

Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales

China-EU urge an internal resolution of Nexperia dispute

Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers

Taiwan and US companies advance AI, rejecting bubble concerns

Jtron joins Advantest and TSMC's outsourced test service chain

Tongtai targets 20% revenue from electronics equipment by 2026

Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV

China's tech giants 'BAT' invest billions to debunk AI bubble claims

Google's Gemini 3 launch marks founder Brin's return to active AI strategy

Nan Ya Plastics raises CCL and PP prices by 8% amid raw material cost surge

Foxconn's AI infrastructure play: from chips to data centers

Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push

Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives

China sets its strictest power-bank standard yet, triggering industry reset

US Fed sees low AI bubble risk, warns of economic shifts

FOCI advances 1.6T SiPh for AI servers, eyes mass production

India rewires its labour rules—can a friendlier factory floor lure more global manufacturing?

Sunic's deposition tools clear top rating, enabling BOE's 8.6-gen OLED expansion

US extends China product exclusions under Section 301 through November 2026

South Korea's late-night Nuri launch marks leap toward commercial space sector

TSMC's retired tools spark fierce demand in China, ASEAN

SK Hynix reportedly to debut industry's fastest 48Gbps GDDR7 memory at ISSCC 2026

Samsung poised for memory and foundry gains as Google TPU push accelerates

Commentary: How Huawei’s Kirin 9030 pushes into 7nm threshold

Intel backs Wei-Jen Lo—raising awkward questions for TSMC, Washington, and the chip world

Taiwan's FORMOSAT-8A satellite launch delayed again, rescheduled for November 29

Pentagon flags Alibaba, Baidu, and BYD as military-linked companies

Foxconn aims to double Vietnam revenue as AI server demand surges

Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious

Commentary: Luxgen sale to Foxconn gains momentum, reshaping Taiwan’s auto landscape

Apple challenges India's new antitrust penalty rules over threat of multibillion-dollar fines

India launches US$820 million plan to build local rare earth magnet industry

Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs

Samsung elevates younger tech execs in largest promotion wave since 2021

Qisda leads Taiwan ICT sector with extensive medical expansion

MediaTek research earns global recognition as CEO prepares plenary talk for ISSCC 2026

Taiwan launches drone diplomacy to strengthen global alliances

Boston Dynamics founder charts the future of humanoid robotics

Anpec experiences spillover effects from memory price increases

Apple's 2026 iPad mini to get OLED display, Samsung exclusive supplier

Rapidus denies 1.4nm fab timeline amid Japan's multi-trillion-yen chip push

Foxconn's Kathy Yang says AI will drive a supercycle over the next decade

Alibaba sees no AI bubble in 3 years, may boost capital spending

Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance