Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China’s handset subsidy policy. Mid-to-high-end 5G models will likely appeal more to consumers within the subsidy-eligible price range, according to DIGITIMES’ latest report covering Chinese smartphone AP market.

A report by the German Trade Office Taipei highlights that TSMC’s fab construction in Dresden is enhancing Taiwan’s profile and boosting collaboration with Germany. Taiwanese companies are exploring establishing facilities in Germany, while German businesses express enthusiasm about Taiwan’s future.

Taiwan and the Netherlands have maintained a close long-term partnership in the semiconductor industry. To accelerate the development of silicon photonics (SiPh) technology, the International Heterogeneously Integrated Silicon Photonics Alliance (HiSPA) has officially signed a memorandum of understanding (MOU) with the Dutch research unit PhotonDelta through the Netherlands Office Taipei (NLOT), establishing a strategic partnership aimed at jointly promoting the growth of the photonic integrated circuit (PIC) industry.

The surge in demand for AI servers has benefited hardware suppliers. However, the complexity of AI server specifications, designs, and diverse customer demands create challenges for suppliers trying to meet delivery requirements.