VisEra, an optical component manufacturer under TSMC, held its shareholders meeting to outline its outlook for 2025. Chairman Robert Kuan told reporters that revenue growth will primarily come from the CMOS image sensor (CIS) business, driven by three major trends: increased market share of Android smartphones, the mainstream adoption of high-megapixel cameras, and expanding automotive demand into affordable vehicle segments. Notably, VisEra is also venturing into the next-generation key technology of the AI era—SiPh.

Technoprobe, a global leader in probe card manufacturing, is ramping up its presence in Taiwan with an aggressive vertical integration strategy, strengthening its connections across both upstream and downstream supply chains. The Italy-based company is positioning itself to secure a substantial share of Taiwan's rapidly growing advanced semiconductor testing sector. Industry experts caution that if Technoprobe's localized expansion succeeds, domestic Taiwanese probe card makers could face significant long-term competitive pressures.

Samsung Electronics is doubling down on its leadership in advanced memory technology. Following its latest developments at the Pyeongtaek facility, industry sources report that Samsung also plans to establish a mass production line for sixth-generation 1c DRAM at its Hwaseong campus. Investments are slated to commence as early as the end of 2025. Industry analysts in South Korea interpret this move as a clear signal of Samsung's growing confidence in its yield improvement capabilities.

Taiwan's TSMC has urged the US Department of Commerce to avoid disrupting its record-setting US$165 billion chip investment in Arizona amid a national security probe into semiconductor imports. The company warned that policy uncertainty or tariffs could threaten its role in bolstering America's chip self-sufficiency and AI supply chain resilience.

While reporters gathered at Taipei's Songshan Airport on May 12 hoping to spot Nvidia CEO Jensen Huang, he was already in the Middle East, accompanying US President Donald Trump on a high-profile state visit to Saudi Arabia and the United Arab Emirates (UAE). Huang's presence marked a strategic move, as he was welcomed by regional royalty during a tour focused on AI partnerships.

In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip exports to China actually accelerates the rapid rise of domestic chipmakers like Huawei. At Computex 2025, Huang told global media that Nvidia's market share in China has sharply declined, which will drive Chinese customers to support local chip companies such as Huawei.

According to iNews24 and SE Daily, SK Hynix System IC, the 8-inch foundry subsidiary of SK Hynix, is urging employees in both South Korea and China to transfer to its joint venture unit in Wuxi, China, as part of a business optimization effort. The company recently held briefings for staff, offering an incentive of 3,000% of the base salary for those who accept the transfer to SK Hynix System IC (Wuxi).

Nvidia CEO Jensen Huang's 2025 Asia tour has drawn attention not just for its high-profile stops but also for a significant omission: South Korea. While Huang celebrated the Lunar New Year in China, met with Japanese Prime Minister Fumio Kishida, and headlined Taiwan's Computex 2025, he skipped visiting South Korea—a nation often dubbed a "semiconductor powerhouse."

According to an official press release, Deca Technologies has signed an agreement with IBM to deploy its M-Series and Adaptive Patterning technologies at IBM's advanced packaging plant in Bromont, Quebec. Under the deal, IBM will establish a high-volume manufacturing line centered on Deca's fan-out interposer technology, known as MFIT.

The Financial Times recently reported, citing informed sources, that Nvidia plans to establish a new R&D center in Shanghai to strengthen its strategic presence in the Chinese market. The initiative not only responds to China's persistent strong demand for high-end chips but also underscores a pragmatic strategy by the US chip firm to find balance amid rising geopolitical tensions.