Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term supply contracts starting in the second half of 2026 to drive revenue growth and profitability

MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support. Despite high costs slowing mass adoption, microLED's role in advanced chip packaging co-packaged optics (CPO) creates fresh applications beyond displays

Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global supply chain relocation, according to DIGITIMES

China's SenseTime is starting to reap the benefits of its "1+X" business strategy, CEO Xu Li said. The Hong Kong-based AI firm halved its adjusted net loss in the first half of 2025 compared with a year earlier and expects the pace of improvement to quicken in the second half. Xu added that divesting certain non-core businesses from the balance sheet could push the company into profitability immediately

Tokyo Electron has announced plans to open new offices in India to support the country's growing chip industry. According to ANI and the Economic Times, senior executives at Tokyo Electron, including SVP Fumihiko Kaminaga and EVP Takeshi Okubo, said the company will open a main office in Bengaluru, with additional stations in Ahmedabad and Dholera, Gujarat

Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology integrates optical engines with switch chips to reduce power consumption and expand bandwidth, positioning it as a core enabler for next-generation data centers and AI servers

Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and AMD continue to dominate thanks to their technology edge and software ecosystems, while local vendors are still struggling with four persistent weaknesses

South Korea's semiconductor push into India is being spearheaded by major players such as Samsung Electronics, while smaller firms have shown limited investment despite growing interest

Tesla's long-awaited entry into India has been marked by disappointing sales, raising questions about the electric vehicle maker's strategy in one of the world's fastest-growing auto markets

Tata Electronics has forged strategic partnerships with Merck and India's Centre for Development of Advanced Computing (C-DAC). The collaborations will enhance semiconductor materials, design, and infrastructure capabilities. These moves underscore the company's drive to build a complete ecosystem around its upcoming US$11 billion wafer fabrication plant in Gujarat

SK Hynix announced that it has successfully assembled the industry's first high-NA extreme ultraviolet (EUV) lithography system for mass production at its M16 fabrication plant in Icheon, South Korea

Taiwan-based Yageo has secured approval from Japanese foreign direct investment (FDI) authorities to acquire Shibaura Electronics, following an extensive national security review. The clearance allows Yageo to move forward with its tender offer bid (TOB), advancing the US$740 million acquisition into its final stages

Semiconductor equipment maker ASML Holding NV emphasized its commitment to India's growing chip industry during Semicon India 2025, held in Bangalore. Speaking at the event, ASML President and CEO Christophe Fouquet highlighted the importance of India's semiconductor ambitions for economic growth, job creation, and national resilience, according to the Indian Express and Bloomberg

Hangzhou Unitree Technology, a leading Chinese robotics startup, plans to file listing documents between October and December for an upcoming stock market debut. The company announced the timeline on September 2 via X (Twitter), adding that it had already submitted a pre-listing application in July

TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix, and Intel. Industry analysts suggest the operational impact may be limited in the short term, but will bring fresh uncertainty for the long term