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Latest news and trends for industry
17
Dec
UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises
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Posted by
jeff
United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC substrate manufacturer Unimicron Technology, as part of a strategic investment plan.
17
Dec
Musk accelerates SpaceX IPO to build Starlink-based space data centers
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Posted by
jeff
Elon Musk’s SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the University of California, Berkeley’s Space Sciences Laboratory, believes that once Musk realized Starlink satellites could be built as a distributed data center network, taking SpaceX public became inevitable.
17
Dec
Rapidus unveils glass interposer to challenge TSMC
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Posted by
jeff
Rapidus, Japan’s state-backed chipmaker, has developed a prototype glass interposer for artificial intelligence chips. The company says the technology could lower production costs and strengthen its challenge to industry leader TSMC as Japan pushes to rebuild its advanced semiconductor base.
17
Dec
Sapien breaks into Meta’s AR supply chain, challenging China’s grip on smart glasses components
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Posted by
jeff
South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta’s next-generation augmented reality (AR) glasses, a development that could loosen China’s long-standing grip on key micro-display components.
17
Dec
MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
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Posted by
jeff
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai’s STAR Market on December 17, 2025. The rally highlights the premium investors are placing on Beijing’s semiconductor self-sufficiency drive even as the company grapples with widening losses and intense geopolitical headwinds.
17
Dec
Taiwan IPC industry and player status, 2025
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Posted by
jeff
Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.