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Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure continues to outstrip supply growth for both DRAM and NAND flash, pushing prices higher, according to industry estimates....

Smartphone distributors in Taiwan have recently said they are no longer able to obtain Asus handsets through local agents and claimed they had received information indicating that Asus's smartphone unit would operate only through December 31, 2025, after which the company would stop launching new smartphone products....

Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January 1, 2025, Baidu said Kunlunxin confidentially filed a listing application with the Hong Kong Stock Exchange, formally setting the stage for a potential initial public offering, though key details such as the offering size, structure, and timing remain undecided....

Meta announced on December 30, 2025, that it had acquired Butterfly Effect, the company behind the AI application, Manus. Compared to nearly two years ago, when ByteDance attempted to acquire Manus for US$30 million but was rejected, Meta has now brought Manus into its fold at a price that has reportedly surpassed several billion dollars....

The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected downturns. In China, domestic sales are estimated to have hit 27 million units in 2025, nearing the historic peak of 2017....

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron and Kinsus, which have gradually emerged from the oversupply bottleneck caused by large-scale post-pandemic capacity expansion. The surge in orders has spread to multiple networking and server PCB manufacturers, including Gold Circuit Electronics (CGE), Allied Circuit Co. (ACCL), and First Hi-tec, driving double-digit year-over-year growth in Taiwan's PCB manufacturing output value in 2025....

ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in global DRAM prices and a sharp increase in the value of its chip inventory reversed years of losses. The turnaround followed an extended period of heavy capital spending and came as accelerating demand for artificial intelligence infrastructure tightened global memory supply....

Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers, and Wi‑Fi 7 device penetration is expected to rise significantly. The outlook reflects rising demand for higher-capacity switches and consumer broadband upgrades....

As AI moves from labs to everyday applications, 2025 is emerging as the year AI Agents begin transforming human interaction with technology, shifting from simple assistants to autonomous executors of complex tasks. Google DeepMind's recent research offers a fresh perspective on how true Artificial General Intelligence (AGI) might develop—not as a single dominant AI, but through a decentralized network of specialized Agents working together....

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid modernization projects. Wire and cable manufacturers such as Taya and Walsin Lihwa stand to benefit from the international copper price surge, with market reports suggesting planned price increases for related products....

Twoway Group announced on December 31, 2025, that its chairperson, Bi-shuang Chen, along with other business personnel, has been indicted by the Taoyuan District Prosecutors' Office in Taiwan on charges of attempted breach of trust under the Criminal Code. The case is currently awaiting court review, and the company emphasized that its financial status and business operations remain unaffected....

Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx. US$345.3 million) 2026 budget has yet to enter legislative review, leaving several flagship projects in limbo....

Samsung Electronics' sixth-generation high-bandwidth memory, HBM4, has reportedly posted the fastest operating speeds in a key technology test run by Broadcom. The results strengthen the company's position in the race to supply memory for next-generation artificial intelligence accelerators....

BYD has met its 2025 electric vehicle sales target and is on track to surpass Tesla as the world's largest pure battery electric vehicle (BEV) maker for the full year, according to reports from Nikkei Asia and Bloomberg....

Taiwan's drive to scale artificial intelligence and robotics faces a critical setback as political deadlock in the Legislative Yuan blocks passage of the 2026 central government budget, freezing billions of New Taiwan dollars in new technology investment across multiple ministries....

China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to surpass the 4% threshold in the near term, according to its IPO prospectus and market estimates. The move comes as the company accelerates capacity expansion and technology upgrades to close the gap with industry leaders Samsung Electronics, SK Hynix, and Micron Technology in a market dominated by a handful of suppliers....

Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention techniques for CCS pipelines. This collaboration aims to enhance Foxconn's position in the green energy supply chain amid rising global net-zero commitments....

Samsung Electronics has taken a key step toward building a massive semiconductor manufacturing complex in Yongin after finalizing a land purchase for a national industrial park, moving the long-planned project into its execution phase....

The Vietnamese government is urging Intel to further grow its semiconductor packaging and testing capabilities in the country, seeking to strengthen the nation's role in the global chip supply chain....

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing raw material cost pressures back into focus across the electronics industry supply chain....