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Thursday 11 September 2025
Taiwan emerges as AI hotspot: Merck highlighting trio of semiconductor development trends
Merck has pointed out that the semiconductor industry's growth curve has reached a combined output value of EUR650 billion (US$760.4 billion) and is expected to surpass EUR1 trillion...
Thursday 11 September 2025
TSMC's presence in Kumamoto exceeds expectations as Kyushu sees over 200 new investment projects
TSMC's Japanese subsidiary JASM has completed and started operations at its first wafer fab in Kumamoto. According to Japanese sources, a second wafer fab is already under construction...
Wednesday 10 September 2025
TSMC reports 33.8% revenue increase in August, outlook shaped by AI demand and margin pressures
TSMC posted strong revenue growth in August 2025, recording approximately NT$335.77 billion (approx. US$11.03 billion). The result marks a 3.9% increase from July and a 33.8% rise...
Wednesday 10 September 2025
Taiwan expands tax credits to boost investment in advanced smart applications
Taiwan's traditional industries are facing operational pressures from US reciprocal tariffs. However, to encourage companies to invest in the next phase of growth, the Legislative...
Wednesday 10 September 2025
YMTC launches US$2.9B Phase III project as Hubei state investors step up; no Big Fund in sight
Yangtze Memory Technologies (YMTC) officially registered its Phase III unit, Changcun Phase III (Wuhan) Integrated Circuit, on September 5. The company has not disclosed details on...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Wednesday 10 September 2025
China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo...
Tuesday 9 September 2025
LG Electronics India expected to launch IPO in October 2025
LG Electronics is planning to launch the initial public offering (IPO) of its Indian subsidiary in October 2025, aiming to raise approximately INR150 billion (US$1.7 billion). The...
Monday 8 September 2025
Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet
A major immigration raid at Hyundai Motor Group and LG Energy Solution's (LGES) battery plant in Georgia has exposed the labor and visa hurdles facing South Korean firms in the US...
Monday 8 September 2025
Rebellions become billion-dollar battleground for Samsung, SK Hynix
Rebellions, a rising South Korean AI chipmaker, has become a focal point in the rivalry between Samsung Electronics and SK Hynix as the two giants compete for leadership in next-generation...
Monday 8 September 2025
China's chip equipment makers close in: eroding Japan's share, eyeing US dominance
China's sustained investment in its semiconductor equipment ecosystem is starting to alter the global balance of power. Markets once controlled by US and Japanese giants are now being...
Saturday 6 September 2025
GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant
As demand for AI servers drives full production capacity, PCB manufacturer Gold Circuit Electronics (GCE) announced on September 5, 2025, that its board of directors approved a NT$1.6...
Saturday 6 September 2025
Intel's 14A gamble: 2026 looms as make-or-break year, TSMC reliance continues
Intel CFO David Zinsner told investors at Citigroup's 2025 Global TMT Conference that 2026 will mark a turning point for the company's manufacturing plans, with the fate of its 14A...
Friday 5 September 2025
Sinbon, Swobbee team up to advance sustainable urban mobility
Sinbon Electronics, a Taiwanese electronics component design and connector manufacturer, announced on September 2 its strategic collaboration with Berlin-based climate technology...
Friday 5 September 2025
Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar
Japan's semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei...