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Taiwan's telecom market continued gradual growth in 2025 despite high penetration rates, with the top three operators—Chunghwa Telecom (CHT), Taiwan Mobile (TWM), and Far EasTone Telecommunications (FET)—all delivering better-than-expected financial results....

TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires more than 2,000 tightly coordinated process steps, making yield optimization a persistent challenge, including at TSMC's Arizona fab....

Samsung Electronics has reportedly filed a series of new trademarks related to high bandwidth memory as it advances preparations for its sixth-generation HBM4 products....

Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite deployments expand and the industry moves toward 6G, the company's electromagnetic interference shielding equipment is also gaining importance....

Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude Code. The reorganization aims to shift GitHub from a code hosting service to an AI-centered software development hub....

As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint affects the deployment of AI computing centers and advanced industries, with Taiwan, the US, and China adopting differing approaches to address grid limitations and secure future industrial dominance....

On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced semiconductors, citing national security risks from heavy US reliance on foreign chip supply chains....

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass fiber cloth, an obscure but indispensable material in advanced semiconductor packaging....

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift capacity toward higher-margin products, consumer electronics — especially notebook PCs — have taken the hardest hit. The market remains cautious about major brand vendors' shipment momentum and profitability in 2026....

Electronics manufacturing services major Foxconn and India's HCL Group have formally named their semiconductor joint venture India Chip Private Limited, according to a regulatory filing made on January 14, marking a key step in operationalising their collaboration in India's chip ecosystem, according to PTI and the Economic Times....

The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings across Taiwan's memory supply chain and pushing operating performance to cyclical highs in the fourth quarter....

Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward....

After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million), up 22.2% from the previous year. The company said it sees growth opportunities in behind-the-meter energy storage and lithium battery fire-safety solutions, with plans to roll out medium- and small-power portable storage units for the residential market, as well as compact energy-storage fire-safety products already validated with multiple clients....

The EU has replaced tariffs on Chinese battery electric vehicles (BEVs) with a "minimum price commitment" mechanism, signaling a shift in the ongoing trade dispute from border barriers to deeper market competition. Supply chain analysts warn that Europe's automotive sector faces significant challenges amid US tariff pressures and China's technological and cost advantages in new energy vehicles....

The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts the contest from tariff disputes to complex challenges surrounding cost structures and market positioning across various automakers....

The US Department of Commerce recently said it would withdraw a previously proposed policy to impose a blanket ban on imports of Chinese-made drones, easing immediate regulatory pressure but reviving questions in some quarters about the trajectory of non-China drone supply chains. Taiwanese chipmakers that have invested heavily in drone-related technologies have taken a more measured stance, saying that policy adjustments in Washington have not altered the underlying demand for non-China supply chains, particularly in defense applications....

OpenAI has acquired the team behind AI startup Convogo as part of its ongoing acquisition spree in 2025, with Convogo's products set to be phased out. The deal, reportedly an all-stock transaction, brings the startup's three co-founders into OpenAI, but excludes any transfer of Convogo's intellectual property....

Artificial intelligence is rapidly transforming the biomedical industry by accelerating therapy development and automating manufacturing through advanced algorithms and robotics, according to experts. Dario Amodei, CEO of AI startup Anthropic PBC, foresees AI driving breakthroughs in treatments for diseases such as cancer and Alzheimer's, potentially extending human lifespan....

SaaS provider 91APP capped 2025 with its strongest monthly performance on record, as December sales surged following the consolidation of smart dining technology brand iCHEF, underscoring early revenue synergies from the acquisition....

The rise of AI agent-driven shopping is transforming retail as Google unveils its open-source Universal Commerce Protocol (UCP) to create a unified standard for AI commerce. Announced at the National Retail Federation annual conference, UCP aims to simplify the consumer shopping experience and reduce integration complexity for retailers....