Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market share after setbacks with HBM3E.

Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior vice president of Government Affairs. This appointment follows the US government's August investment in acquiring a 10% stake in Intel, signaling a closer partnership to advance US semiconductor policy, according to Bloomberg, Reuters, and CRN Magazine.

Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US and its allies use stringent export controls to reshape the advanced node industry order, China's semiconductor industry is aggressively pursuing self-sufficiency across equipment, materials, and processes to mitigate reliance on foreign suppliers.

Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025, Taiwan's exports to the US increased by 73.4%, compared to a modest 2.8% growth to Europe. AI server shipments to the US surged by 115.7%, almost entirely purchased by American cloud service providers (CSPs), highlighting the US market's dominant role in Taiwan's AI hardware exports.

For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power consumption, cost, and accessibility. In China, a different path is taking shape, one that looks beyond silicon scaling laws to the human brain itself.

Nvidia announced on December 15, 2025, the acquisition of AI software company SchedMD, underscoring its accelerated push into open-source technologies and deeper investment in the AI ecosystem amid intensifying competition. SchedMD is the primary developer of Slurm, a widely used open-source workload management system.

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.

South Korea has decided to make full 5G standalone (SA) deployment mandatory for mobile operators as a condition for renewing expiring 3G and LTE spectrum licenses, marking one of the strongest regulatory pushes globally to accelerate the transition beyond non-standalone (NSA) 5G.

Taiwan-based networking equipment maker Microelectronics Technology Inc. (MTI) is poised to enter 2026 with renewed momentum, forecasting a rebound across its two core business lines: open radio access network (O-RAN) and satellite communications.

Luminar Technologies filed for Chapter 11 bankruptcy protection in Texas on Monday, seeking to sell its core business after losing a crucial supply contract with Volvo Cars and facing mounting financial pressure, according to court filings and company statements.

Chinese tech giant Xiaomi has aggressively expanded into the electric vehicle (EV) market in recent years, with its EV business showing strong performance and cumulative deliveries surpassing 500,000 units. The company also achieved the annual sales target set by founder Lei Jun ahead of schedule. However, alongside rapid sales growth, Xiaomi has recently faced a series of safety-related incidents, bringing renewed scrutiny to its vehicle safety and management processes.

The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe, the United States, and China. At the heart of this competition lies the lithium battery—both the most valuable and most sensitive component of the modern EV industry.

The US government is beginning to grow cautious of AI data centers (AIDCs) because of their enormous pressure on power grids. In facing the hard limits of energy resources, policymakers will be forced to reallocate resources and shift priorities. If an AIDC cannot present a comprehensive power generation and consumption plan and relies solely on access to the public grid, the project is almost impossible to pass approval.

Japanese trading house Sumitomo Corp. plans to double its investment in India's renewable energy sector, committing a total of JPY2 trillion (about US$13 billion) through a joint venture with local clean energy developer AMPIN Energy Transition, underscoring its growing focus on India as a key market for energy transition and industrial growth.

On December 11, 2025, Taiwan officially inaugurated its first hydrogen refueling infrastructure with the simultaneous opening of CPC Corporation's Nanzi station in Kaohsiung and Linde LienHwa Group's Shugu demonstration station in Tainan. The milestone signals a new chapter for Taiwan's hydrogen energy supply chain and practical use in transportation.

Taiwan is increasingly becoming the go-to base for non-China drone supply chains as governments expand defense and security procurement, Ian Hsu, CEO of drone technology firm Earthbook, said on December, 15, 2025.

Taiwan's national drone team has scored another milestone as the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA) recently visited Poland for exchanges and signed a memorandum of understanding (MoU) with the Polish Chamber of Unmanned Systems (PISB). This agreement advances strategic collaboration between Taiwan's drone industry and European democracies, aiming to deepen technical and industrial applications cooperation.

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand outside the Greater China region in 2025. As a result, overall order momentum slowed, and revenue share fell below 15%. The company expects that once local production normalizes in the second quarter of 2026, the revenue share will rebound to around 20%.

The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are emerging as the biggest beneficiaries of renewed demand for high-end smartphones. Analysts say shipments and revenue are set to accelerate, with the fourth quarter of 2025 likely to mark a record-breaking period for the industry.

China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company has begun procuring equipment for the second phase of its B16 production line, including the third and fourth lines, marking a strategic acceleration in scaling manufacturing capacity.

LED packaging and lighting module manufacturer Ledtech has reinforced its operational foundation in recent years, reporting a pre-tax profit of NT$19.67 million (US$627,730.56) in November 2025 and is expected to maintain consecutive profitability. Chairman Shou-Hsiung Liu stated the company will continue focusing on niche markets, consolidating its market share in low-temperature lighting across the Americas while actively expanding into Europe.