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China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic processors across state sectors to circumvent US export controls....

J&B International has initiated operations at its new Vietnam factory, shifting the site from Binh Phuoc to Dong Nai Province. CEO Clive Hsiao said the land purchase and plant design are complete, with environmental reviews underway. Construction is expected to start soon, targeting completion by end-2026 and trial production in first quarter 2027....

Optical communication module manufacturer PCL Technologies has forecasted continued strong expansion in the global data center market, propelled by artificial intelligence advancements. The company highlighted growing demand for high-speed optical interconnects reaching 800G, 1.6T, and even 3.2T generations....

While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct track with promising opportunities for Taiwan's supply chain. This shift explains why China and the US have surged ahead, while Japan, once dominant in robotics, has largely fallen silent....

Silicon photonics is emerging as the strongest growth engine within Taiwan's semiconductor manufacturing sector....

Mexico's decision to impose import tariffs of up to 50% on goods from countries without free trade agreements is set to hit Indian exporters hard, particularly automakers. The new duties, effective January 1, 2026, will apply to more than 1,400 products ranging from vehicles and auto components to steel, plastics, and textiles....

Ubiqconn Technology, part of the First International Computer Group, announced that its technical foundation in maritime communications and satellite applications continues to support new business development. Orders for unmanned aerial vehicle (UAV) ground control stations (GCS) are being implemented and will gradually be reflected in operations according to project schedules....

Competition in the foldable smartphone market is accelerating as Huawei, Samsung Electronics, and Apple advance new device plans aimed at reshaping the high-end segment. Huawei has begun global sales of its latest ultra-thin Mate X7, Samsung's first tri-fold device, which sold out immediately in South Korea, and Apple is preparing to debut its long-anticipated foldable iPhone in 2026, according to industry sources and analysts....

Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity of Apple's iPhone 17, combined with the Singles' Day shopping festival and government cash handouts, drove positive momentum across their core telecom businesses....

The Mexican Senate has approved legislation raising import tariffs up to 50% on countries without free trade agreements with Mexico, affecting nations such as China, India, South Korea, and Thailand. Foxconn's rotating CEO, Kathy Yang, indicated the overall impact on the company is limited....

Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday....

Japanese semiconductor test equipment manufacturer Advantest has announced the launch of a next-generation memory handler, designed specifically for high-performance memory components used in artificial intelligence (AI) applications. The product has already attracted interest from several major memory makers and is slated to begin shipments in the second quarter of 2026, meeting customer demands for performance, automation, and cost efficiency....

The European Union's high-stakes climate battle is approaching a decisive moment. The European Commission is preparing to review its 2035 zero-CO2 emissions mandate for new cars, an exercise that was expected to be little more than routine. Instead, Germany's open opposition to a full ban on internal combustion engine (ICE) vehicles has turned the process into one of the most politically sensitive fights in Europe's auto industry....

AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025 to NT$1.08 trillion (US$34.64 billion), officially surpassing the trillion-dollar mark....

Foxconn signed a development agreement with the Kaohsiung city government on December 12 to advance the Y15 mixed-use project along the city's MRT Yellow Line. The company will invest NT$15.9 billion (US$509 million) to build a new flagship headquarters in the Asia New Bay Area as it deepens its long-term commitments in southern Taiwan....

Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb and larger NAND chips rose more than 100% in fourth quarter 2025, with NAND manufacturers maintaining their stance on further price hikes....

Joinsoon Electronics Manufacturing, a manufacturer specializing in connectors and cable assemblies, reported progress in transforming its business model, driven by demand in AI servers and advancements in high-speed transmission standards. These factors are expected to be key growth contributors by 2026....

After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies both returning to profitability in the third quarter of 2025. Their improved results coincide with stabilizing operations and renewed product momentum, including Alpha's upcoming 1.6T liquid-cooled switch....

Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation high-bandwidth memory, aiming to secure supply for global cloud providers and AI chipmakers as demand intensifies. The company has reportedly approved plans to convert additional space in its P4 fab into dedicated 1c DRAM lines and has advanced completion dates for key production zones, according to Korean media reports....

Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage....