the International Trade Administration (ITA), under Taiwan's Ministry of Economic Affairs, has announced a new export control measure under Article 13 of the Trade Act, effective immediately. Under the new rules, Taiwanese companies must now obtain an export license from the Bureau of Foreign Trade for products sold to Chinese companies such as Huawei and SMIC. This regulation comes as a surprise, as there was no prior notice, and customs officials will now be inspecting exports at Taiwan's borders. Goods without the necessary permits will not be allowed to pass through.

Naver announced plans to build a next-generation artificial intelligence (AI) data center in Morocco in partnership with Nvidia and other global firms, marking a major expansion into the Europe, Middle East, and Africa (EMEA) region.

While many chipmakers remain cautious about market conditions heading into 2025—especially those outside the booming cloud AI sector—companies in the analog IC space are striking a more optimistic tone. From global IDM giants in the US and Europe to smaller regional players, industry sentiment has markedly improved in recent months.

AMD has unveiled a new lineup of next-generation AI processors and rack-scale system solutions, marking its most aggressive move yet to challenge Nvidia's dominant position in the accelerated computing market. The company was joined by several major cloud and infrastructure partners at the launch event, highlighting the growing industry alignment around UALink - an open-standard interconnect initiative aimed at countering Nvidia's proprietary NVLink ecosystem.

Canon's semiconductor business, best known for its photolithography equipment, is also bolstered by a range of specialized subsidiaries. One such unit, Canon Anelva, focuses primarily on thin-film deposition systems — a critical component in semiconductor manufacturing. Despite projections that the broader market will remain flat in 2025 compared to 2024, Canon Anelva expects to achieve more than 20% revenue growth, driven by two flagship product lines.

Broadcom is emerging as a key supplier in the artificial intelligence (AI) supply chain, with revenue from AI-related chips now comprising a majority of its semiconductor business.