Challenges in developing semiconductor industries in emerging countries

In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years.

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AUO factory sale sparks asset valuation surge for optical film manufacturer EFUN

The sale of AUO’s Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market. Optical film manufacturer EFUN Technology, which owns a 59,000-square-meter facility in Tainan Technology Industrial Park, is now actively evaluating ways to optimize its assets. Based on product development progress, the company may lease, sell, or retain the facility for its use.

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TSMC founder points out core reasons why Samsung and Intel stumbled

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.

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Foxconn advances ESG deployment to meet 100% green energy target by 2040

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.

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US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall

The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely remove Chinese-supplied equipment. The measure specifically targets Huawei and SMIC equipment to prevent potential network communication attacks from Chinese hackers.

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