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Dec 24, 10:52 SEMICONDUCTORS

Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers

Dec 24, 11:23 SEMICONDUCTORS

TSMC Nanjing in no danger of operation disruption, says branch head

Dec 24, 11:38 SEMICONDUCTORS

TSMC's N-2 restrictions hand Samsung US advanced chip opening

Foxtron acquires Luxgen from Yulon

On the evening of December 19, Yulon Motor and Foxtron Vehicle Technologies jointly announced a strategic transaction aimed at consolidating Taiwan's EV ecosystem.

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SEMICONDUCTORS

Dec 18

China's EUV prototype forces a rethink of the AI chip order

China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists have built a working prototype of an extreme ultraviolet (EUV) lithography machine, the most complex and geopolitically sensitive tool in modern chipmaking, according to Reuters.

Dec 24, 11:53

Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift

South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand for artificial intelligence accelerators outstrips supply, according to industry sources. The price increase for HBM3E chips comes as manufacturers pivot production resources toward next-generation HBM4 technology, creating an unusual supply crunch for the current industry standard.

Dec 24, 11:49

Innolux shifts FOPLP from volume to validation as US client drives orders, plant closures loom

Chairman Jim Hung said Innolux will deprioritize shipment volume for its fan-out panel-level packaging (FOPLP) business in 2026, shifting its focus to redistribution layer (RDL) and through-glass via (TGV) technology development to complete customer qualification.

ICT

Dec 24, 11:31

Taiwan's AI Basic Act passed, but poses further questions about AI regulations

The Legislative Yuan has passed the AI Basic Act in its third reading, designating the National Science and Technology Council (NSTC) as the competent authority (CA). However, questions remain over how the executive branch will interpret and implement this law, how the NSTC will shoulder the heavy responsibilities of AI governance, and whether the relevant subordinate regulations should be managed by the Ministry of Digital Affairs (MODA) or the NSTC.

Dec 24, 12:24

PC giants rush to lock in memory supply as prices surge toward a new supercycle

As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate directly with major memory producers, including Samsung Electronics, SK Hynix, and Micron Technology.

Dec 24, 11:10

Taiwan remains key AI and semiconductor hub in new digital economy era

Deloitte Taiwan released a report on December 23, 2025, highlighting that AI has moved beyond proof of concept to large-scale commercial deployment, rapidly expanding across core areas such as smart manufacturing, generative content, personalized marketing, and integration with 5G/6G and edge computing. Notably, advances in agentic AI are becoming a major driver of industrial growth. Taiwan continues to hold a critical position as a global node for AI and semiconductors.

TRENDING

COMMUNICATIONS

Dec 24, 11:27

ByteDance advances AI phone partnerships to secure legal identity system for AI agents

Following ByteDance's early December 2025 launch of the Doubao AI Phone with Nubia, a ZTE subsidiary, Jiemian News and National Business Daily reported that the company is expanding partnerships with smartphone makers. ByteDance has been pushing AI phone collaborations with Vivo, Lenovo, and Transsion. The most direct goal is finding a compliant, stable, and sustainable system identity for AI agents.

Dec 24, 16:27

CHT builds AI base with Kaohsiung, all-optical backbone network set for 2026

Chunghwa Telecom (CHT) is expanding its AI and infrastructure footprint by establishing a shared AI exhibition space and research and development office at Kaohsiung's Pier F on December 22, 2025. The company will also assist Kaohsiung in building Taiwan's first city-level generative sovereign AI demonstration base.

Dec 24, 07:45

Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026

Samsung Electronics is preparing to escalate the foldable smartphone race. Industry sources say the company plans to launch a new foldable handset, internally dubbed "Wide Fold," in autumn 2026, positioning it directly against Apple's long-anticipated foldable iPhone. If timelines hold, the two products will debut within the same launch window, setting up a rare head-to-head between the world's two largest smartphone vendors.

ELECTRIC VEHICLES

Dec 24, 11:32

China marks milestone in autonomous driving with first three L3 highway plates

Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving cars. Three smart, connected cars received the plates, signaling a shift from pilot testing to conditional commercial deployment and representing a milestone in the country's push toward intelligent vehicles.

Dec 24, 10:40

Samsung acquires ZF unit via Harman to bolster software-defined vehicle push

As the global auto industry accelerates its shift toward software-defined vehicles (SDVs), Samsung Electronics is moving to strengthen its position through its wholly owned subsidiary, Harman. The company announced it will acquire the advanced driver-assistance systems (ADAS) business of Germany's ZF Group for EUR1.5 billion (approx. US$1.77 billion), marking one of Samsung's most significant automotive investments in years.

Dec 24, 07:44

EVs and chips convergence: Taiwan's auto industry shifts south

Beyond the traditional auto-related businesses that have long been rooted in southern Taiwan, a broader shift has taken shape in recent years. From manufacturing to retail, industry activity has increasingly gravitated toward the island's south, reflecting bigger changes in how cars are made, sold, and integrated with technology.

SUSTAINABILITY

Dec 22

Under 'power couple' push for AI data centers, Taipower lays out grid resilience principles

Taiwan Power Company (Taipower) is drafting a new set of guidelines aimed at safeguarding grid stability as electricity demand from AI data centers accelerates.

Dec 22

Taipower pivots to small-scale green power as carbon pressure tightens on exporters

Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union's Carbon Border Adjustment Mechanism (CBAM) reshapes export requirements. Data from Taiwan Power Company (Taipower) show that direct supply of green power has risen sharply in recent years, a trend the utility expects to continue as net-zero pressures intensify across supply chains.

Dec 19

Taiwan advances hydrogen power generation system to support net-zero goals

Taiwan's Academia Sinica is pushing forward its public infrastructure project launched in 2025, focused on a megawatt-scale mixed hydrogen power generation system using decarbonized natural gas. The initiative aims to produce clean energy while addressing Taiwan's pressing green energy shortfall through innovative hydrogen technology.

AEROSPACE

Dec 24, 10:46

US ban on DJI sparks Taiwan drone investment in America

The Federal Communications Commission (FCC) will block the sale of foreign-made drones in the US, a decision believed to target Chinese market leader DJI and could prompt Taiwanese suppliers to accelerate investment in US manufacturing.

Dec 23

China's space launch surge exposes Taiwan's tech gap

As privately owned rocket and satellite manufacturers in the United States continue to surge, China has been accelerating its own commercial space ambitions. Beyond its extensive low-Earth-orbit satellite deployment plans, the privately held Chinese launch company LandSpace Technology achieved a milestone on December 3, 2025, when its Zhuque-3 rocket completed a successful maiden flight.

Dec 22

Research insight: SpaceX's growth story is shifting from rockets to networks in space

SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied the company's long-term growth story to the idea of orbital—or space-based—data centers, making the concept one of the most closely watched themes in capital markets.

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