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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Intel pursues open AI architecture and annual GPU updates to catch up

Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor, and a comprehensive AI execution plan. At the recent Intel Tech Tour (ITT) keynote, the company’s new Chief AI and Technology Officer, Sachin Katti, announced that Intel will adopt an “annual update” cadence for its AI product lineup, marking a strategic shift toward faster iteration and innovation.

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