Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell CEO Matt Murphy, who has led the company through a lengthy eight-year strategic adjustment, has also gained respect. Recently, he has attracted media attention due to rumors that Intel may be interested in recruiting him.

Lextar Electronics has disclosed its collaboration with European automotive brands to develop smart vehicle miniLED displays, with mass production expected to begin in the next two to three years.

The Taiwan Machine Tool & Accessory Builders’ Association (TMBA) recently shared its outlook for the industry in 2025, expressing cautious optimism. While the overall economic outlook for the first half of the year remains uncertain, the upcoming Taipei International Machine Tool Show (TIMTOS) in March is expected to serve as a key indicator for order intake, providing momentum for the second half of the year.

Silicon photonics (SiPh) has garnered significant business interest as a technology solution for high-speed data transfer in the era of AI. Currently, leading US chip manufacturers maintain a substantial advantage, although Taiwan-based IC design firms are trailing; nonetheless, they have started to identify potential to penetrate the industry.