While competitors Samsung Electronics (Samsung) and Intel are struggling in their foundry businesses, TSMC is set to continue dominating large orders below 7nm through 2025, securing major clients in the AI chip sector, and its 2nm GAA process is scheduled to debut as planned. This has turned the competitive landscape among the three major foundries into a one-man show.

Hon Hai Technology Group (Foxconn) has been aggressively investing in green energy and sustainability initiatives in recent years, as part of its strategy of pursuing both profits and ESG projects. To achieve its goal of using 100% green energy across all manufacturing facilities worldwide by 2040, Foxconn has been investing in both solar power systems and green factories as part of its broader ESG strategy.

Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese power amplifier (PA) supply chain players have experienced weak performance in the past two quarters, pushing related players to focus on developing low-Earth orbit (LEO) satellite products.

Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China’s supply chain.