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China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading players ramping investment to capture rising demand from AI, high-performance computing (HPC), and automotive electronics....

The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current robot applications have yet to reach a significant scale. As a result, players are quietly building capabilities to secure strong positions in the emerging industry. Notably, more collaboration opportunities from the US have recently surfaced....

Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale manufacturing until mid-2027. Industry sources say that despite nearly complete equipment installation, yields remain below expectations, prompting a postponement of mass production schedules....

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar....

As HPC and AI processors push computing performance to unprecedented levels, transistor density has reached a point where thermal behavior is no longer uniform. Instead of gradual, evenly distributed heating, modern chips exhibit sharp, localized hotspots that concentrate extreme thermal loads within small regions....

MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens mass production and potentially reshape global optics supply, testing, and scale for customers demanding higher consistency and functional validation across consumer, data center, and telecommunications markets....

Taiwan and the United States have rapidly advanced industrial technology cooperation across sectors, from drones to robotics, in recent years. The GeoAsia Foundation recently announced a strategic alliance with Curiosity Lab, an innovation park in Peachtree Corners, Georgia, to establish the Taiwan Robotics Hub in the US city. This initiative aims to leverage bilateral industry strengths to advance AI and robotics technologies and foster a robust Taiwan-US robotics ecosystem....

Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues to emerge. Analysts have pointed out that as demand for lower-end products continues to shrink, the overall end-user market is gradually consolidating toward high-end products. This puts South Korean manufacturers, which have long cultivated the high-end panel market, on a path to robust performance and resilience....

MetaOptics, a Singapore-based metalens developer, is partnering with Taiwan's Pin-Jye Nano Technologies to scale production of next-generation optical components as the technology moves from research into early commercialization and gains new relevance in artificial intelligence and advanced sensing applications....

Foxconn and Mitsubishi Fuso Truck and Bus have forged a strategic partnership aimed at exporting Japanese-made electric buses to Southeast Asia and Australia by 2030, combining Foxconn's rapid EV development capabilities with Mitsubishi Fuso's established brand and sales channels. The move addresses shrinking domestic demand in Japan and growing competition from Chinese manufacturers....

Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According to TSMC's disclosures in an interview with CNBC, demand for such advanced packaging is growing at a compound annual growth rate (CAGR) of 80%....

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information. The figure reflects the rapid adoption of Amazon Web Services' (AWS) in-house silicon portfolio, including Graviton CPUs and Trainium AI accelerators, which are currently sold exclusively through AWS cloud services....

A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the partnership spans multiple generations of Intel's Xeon processors and includes co-development of custom infrastructure silicon. Financial terms and deployment timelines were not disclosed, but the scope points to a long-term alignment, not a one-off supply deal....

In recent years, MediaTek has steadily increased its influence in the global Wi-Fi chip market. Its market share gains have been driven not only by continued growth on the consumer side, but also by a strategic push into the telecom operator segment — where the company is securing fresh business across Europe and North America....

Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment, scalable production-ready frameworks, and tighter integration of AI inference with network operations, potentially reshaping where intelligence is processed and how real-world systems act on data and delivering measurable outcomes....

As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to memory chips. Signs of tightening availability are now emerging in multi-layer ceramic capacitors (MLCCs), small but essential components used across a vast range of electronic systems. Lead times for these parts are lengthening across the industry, according to market data....

CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation artificial intelligence (AI)....

Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with the matter. "The plans are in early stages, and the company may still decide only to buy AI chips and not design any," Reuters reported, adding that the startup has not yet committed to a specific architecture or assembled a dedicated semiconductor team....

Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions, after a period of underperformance. Market estimates suggest the two units have narrowed their losses, with some businesses potentially returning to profitability, helping lift overall results. Yet surging logistics costs and intensifying price competition from Chinese rivals continue to weigh on margins....

According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government to establish an IC testing facility, which could become the company's second overseas backend semiconductor site outside South Korea after China. Bloomberg also reported that Samsung is planning a phased investment of about US$4 billion in Vietnam, underscoring its continued expansion in Southeast Asia....