Musk tips AI robots, drones as next boom, Taiwan plays catch up

In remarks at the Executive Yuan’s 12th National Science and Technology Conference on December 16, TSMC Chairman C.C. Wei relayed insights from Elon Musk, who envisions multi-functional robots and drones as the next wave of AI applications. Despite Taiwan’s promising tech landscape, research by government advisory bodies has identified critical gaps in Taiwan’s supply chains for both robots and drones that need urgent attention.

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US tightened chip controls put Samsung’s China operations at risk

The US Department of Commerce’s Bureau of Industry and Security (BIS) has expanded semiconductor export controls to include high bandwidth memory (HBM), a crucial component for artificial intelligence and high-performance computing. This strategic move raises concerns over the impact on Samsung Electronics, which sells specific HBM products to mainland China.

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Ventec new Thailand plant set for volume production in 1Q26

Following other PCB firms’ expansion moves, niche copper-clad laminate (CCL) specialist Ventec announced plans in November for a production base in Thailand, which will begin volume production in the first quarter of 2026. The expansion comes in consideration of escalating risks in the US-China trade war, aiming to enhance the company’s long-term resilience through a production base in Southeast Asia.

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