Taiwan ramps up semiconductor research while US chip relocation debate rages on

Following the conclusion of tariff negotiations between Taiwan and the US, both sides have presented differing interpretations: Taiwan’s Executive Yuan has expressed satisfaction with securing its four major goals, while US Commerce Secretary Howard Lutnick described the combined US$500 billion investment as a “down payment,” and stressed plans to shift about 40% of Taiwan’s supply chain and production capacity to the US before Trump’s current term ends.

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AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical

Taiwan’s AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas: system-level integration led by original design manufacturer (ODM)/electronics manufacturing services (EMS) manufacturers, and a set of high-power, AI-specific components—especially thermal solutions, rack hardware, and high-speed optical interconnect.

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PowerTech and ChipMOS report robust November profits amid strong memory demand

Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector. PowerTech posted a net profit after tax of NT$786 million (US$24.85 million), up 16.27% year over year, while ChipMOS reported NT$255 million, a 240% increase compared to the previous year.

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Musk moseys into encyclopedia arena as Wikipedia multiplies AI data partnerships

Wikipedia is marking its 25th anniversary by broadening its paid data licensing partnerships with major AI companies, disclosing its list of collaborators publicly for the first time. The Wikimedia Foundation has granted Amazon Web Services (AWS), Microsoft Corporation, Meta Platforms Inc., Mistral AI, and Perplexity access to Wikipedia and other Wikimedia project content via its enterprise product, Wikimedia Enterprise, according to reports from CNBC and TechCrunch.

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Trump’s Greenland ambition triggers EU tariff war, shipping rates plunge

The four-year Russia-Ukraine war stalemate persists, while escalating US-EU tensions linked to the US attempt to purchase Greenland have triggered retaliatory tariffs and market disruptions. Europe’s imposition of tariffs and restrictions worth EUR93 billion (US$107.95 billion) on US companies is contributing to a sharp decline in global shipping indexes.

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Advantest faces three standardization challenges in shift-left testing

The silicon photonics (SiPh) and common packaged optics (CPO) solutions supply chains are emerging this year. Japanese testing equipment maker Advantest says that although optical communications have advantages in energy efficiency and high transmission speeds, there remains three major technical challenges that have yet to be standardized before related chip products are formally launched. These issues will need to be addressed as the industry transitions from electrical to optical communications.

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Supply chain shifts strategies as China tightens rare earth export controls

Amid escalating geopolitical tensions between China and Japan, China has recently imposed stricter review measures on rare earth exports to Japan. Chinese authorities now reportedly require exporters to submit more detailed declarations, including the actual use of rare earths, the products they are applied to, and whether these products are re-exported to the US or other third countries.

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