Nanya sees DDR4 price and volume growth; annual contract talks emerge

Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs) rose about 40% quarter-over-quarter in the third quarter, with strong confidence in continued price increases and operational growth in the fourth quarter. Although price hikes vary across product lines, maintaining first-quarter 2026 pricing would be ideal. Recently, customers have also requested annual long-term contracts for DDR4, signaling the industry’s recovery from its trough to a healthy level.

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With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights, vaulting past global rivals to become the world’s third-largest car manufacturer. His leadership has been defined by bold investments and aggressive market expansion. Now, as the global auto industry enters a phase of profound disruption, Chung is doubling down once again.

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Taiwan firms now account for more than 70% of local startup funding

Taiwanese firms have achieved stellar results in the electronic components and AI server sectors, but a concern has been whether these industries are keen on supporting and investing in local startups. A government-commissioned survey by the Taiwan Institute of Economic Research (TIER) has shown that policy support remains crucial for sustaining Taiwan’s startup investment momentum, while challenges remain in expanding startups’ international reach and market entry capabilities. However, traditional electronics contract manufacturers have notably increased their investments in startups.

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TSMC 3Q25 earnings hit a record high with gross margin near 60%

Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third quarter of 2025. The foundry posted consolidated revenue of NT$989.92 billion (US$32.3 billion), net income after tax of NT$452.3 billion, and earnings per share (EPS) of NT$17.44—yet another record high. Cumulative EPS for the first three quarters reached NT$46.75, already surpassing the company’s full-year 2024 performance.

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FET eyes Kuiper partnership with 28GHz spectrum in Taiwan

The Ministry of Digital Affairs (MODA) is actively advancing low Earth orbit (LEO) satellite business development, with Minister Yi-Jing Lin revealing on October 15 at the Legislative Yuan’s Transportation Committee that aside from Chunghwa Telecom (CHT)’s OneWeb, talks are also underway for collaboration with Amazon Web Services’ (AWS) LEO satellite service Kuiper. Far EasTone Telecommunications (FET) is likely to become Kuiper’s commercial operator in Taiwan.

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India’s Sahasra exports packaged memory to Europe, marking OSAT progress

India’s Sahasra Semiconductors has begun volume production of Made-in-India Micro SD cards and USB drives for Germany’s Hama under a multi-year supply contract. The agreement marks one of the first exports of locally packaged semiconductor memory products from India to Europe, showing measurable progress in the country’s semiconductor manufacturing capabilities.

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