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Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is likely related to an incident involving the alleged leak of TSMC's 2nm technology that surfaced in early July 2025....

Global wafer foundry revenue is estimated to achieve a CAGR of 14.3% from 2025 to 2030, though the AI bubble and geopolitical risks need to be noted....

National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its "five trusted industries" that are closely linked with AI development. The government's strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation....

Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the 3D appraisal and inspection data collection platform now holds an estimated 30% to 50% share of the US new appraisal segment....

Taiwan's first domestically built satellite constellation, FORMOSAT-8, is set to take a major step forward this week. The inaugural satellite in the series, FORMOSAT-8A (FS-8A), is scheduled to lift off at 2:18 a.m. Taiwan time on November 27, 2025....

Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative revenue for the first three quarters declined 9.4% year-over-year to NT$9.93 billion....

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity....

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon's expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE's GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department's classified computing capabilities....

Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications....

Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld ("The Most Important Machine in the World"). The release has thrust the company into a debate unlike any it has previously encountered, sharply contrasting with the cooperative, ASML-endorsed narrative presented a year earlier in Focus – The ASML Way....

Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands like Huawei, Xiaomi, Vivo, and Oppo can collectively counter the iPhone 17's dominance in the mid-to-high-end smartphone segment by year-end....

The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins. Several networking companies acknowledge that tight DDR4 supply has become a structural issue, affecting nearly all product lines. Analysts and executives warn that gross margins could come under sustained pressure through 2026, prompting firms to negotiate with customers to share the burden of rising costs....

Kumamoto Governor Takashi Kimura visited TSMC's headquarters in Hsinchu on November 24, 2025, as part of a semiconductor investment promotion event in Taipei, saying the chipmaker remains strongly interested in expanding in Japan. The visit included talks with senior TSMC executives overseeing investments and industry-academia cooperation and marked Kimura's second trip to TSMC this year....

The International Solid State Circuits Conference (ISSCC) will take place from February 15 to 19, 2026, in San Francisco, US, with MediaTek CEO Rick Tsai delivering the opening keynote on semiconductor innovation amid the AI era. The conference highlights a surge in submissions and shifting geographic leadership in integrated circuit (IC) design research....

Samsung Electronics and India-based Reliance Industries have deepened their long-standing partnership, exploring cooperation across artificial intelligence, next-generation telecommunications, semiconductors, batteries, data centers, and engineering, following a high-level meeting in Seoul, according to the Korea Times, the Korea Joongan Daily, and the Chosun Daily....

Kneron has launched its next-generation KL1140 edge AI chip, introducing a processor that the company claims can reduce inference costs by tenfold and deliver three times higher energy efficiency compared to cloud-based solutions. The release comes as chip suppliers and system vendors seek ways to mitigate the power burden created by the rapid adoption of AI....

Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing Unit (TPU) in the artificial intelligence (AI) chip sector. The company emphasized that GPUs provide greater versatility and performance than specialized ASIC chips like the TPU....

While TSMC is actively building and expanding 2nm fabs and MediaTek's chips are advancing to the 3nm process node, the long-overlooked 0.18-micron technology is unexpectedly making a comeback. IC design industry experts state that 0.18 microns and even 28nm are mature processes still widely used in China. More importantly, 0.18 microns offers extensive room for innovation and has become a sweet spot for academic paper publications....

Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited....

Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements. The company increased its total senior promotions to 161, up from 137 in the previous year, drawing widespread industry attention and signaling a strategic shift toward bolstering leadership in future growth sectors, according to ET News and Chosun Biz....