CONNECT WITH US
Nov 27, 10:27
Intel backs Wei-Jen Lo—raising awkward questions for TSMC, Washington, and the chip world
Intel's controversial hiring of former TSMC senior vice president Wei-Jen Lo has escalated into one of the semiconductor industry's most sensitive personnel disputes in years. The situation has become tangled in legal uncertainty, national security implications, and geopolitical imbalances in technology cooperation.

Taiwan's investigation into former TSMC senior vice-president Wei-Jen Lo intensified on November 26 as prosecutors carried out search and seizure operations in Taipei and Hsinchu, escalating one of the island's most sensitive technology-security cases in years.

Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance.
Jtron Technology, a semiconductor test equipment engineering and technical service provider that has joined the supply chains of Advantest and TSMC, is scheduled to list on the over-the-counter market in late December 2025. Jtron Chairman Yih-Min Lin stated that revenue in 2025 is almost certain to break a record high. The company's internal goal is to maintain steady growth in engineering maintenance service revenue while deepening development of its own product business.
SK Hynix is reportedly set to unveil the fastest graphics double data rate 7 (GDDR7) memory with a data rate of 48 gigabits per second (Gbps), aiming to boost its competitiveness in the high-performance graphics and artificial intelligence (AI) memory sectors. The move is seen as a strategic effort to outpace Samsung Electronics in speed performance.

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and performing at or above the level of OpenAI's ChatGPT—has become a catalyst for a broader strategic push. According to overseas reports, Google is now using its newest advances in AI models to pitch major clients, including Meta, on deploying TPU-based systems inside Google-operated data centers.

Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include optical Schrödinger cat state generators using heralded photon pairs and high-integration polarization-entangled Bell-state quantum light source chips.
MediaTek announced that numerous company research papers have been accepted at leading global academic conferences in semiconductors, artificial intelligence (AI), and communications in 2025. This includes two papers from MediaTek's Taiwan headquarters research and development team, which were selected for the International Solid-State Circuits Conference (ISSCC) 2026, often called the "Olympics of IC design." With these additions, the company has now had more than 100 papers accepted over 23 consecutive years.
Anpec experiences spillover effects from memory price increases
Nov 27, 07:39
Power management IC (PMIC) supplier Anpec Electronics held its investor conference on November 24, 2025, stating that multiple product lines for 2026 have already passed the design-in stage and are about to enter mass production. Although the 2025 comparison base is already relatively high, the company still hopes to achieve double-digit growth in 2026.
Rapidus has denied reports suggesting it has started building a new 1.4nm fab or established a mass-production timetable.
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such as high-end glass fiber, HVLP4 copper foil, and coated drill bits from Japanese suppliers. This is creating hidden bottlenecks in AI server shipments.

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81 billion) in exports in 2025, underscoring the company's growing dominance in South Korea's trade performance. SK Hynix alone now accounts for roughly 65% of the conglomerate's outbound shipments.