How Gelsinger’s ‘Made in America’ vision challenges TSMC’s Arizona ambitions

Pat Gelsinger describes himself as a born-again Christian who lives “at the intersection of faith and technology.” For the former Intel CEO, reviving American semiconductor manufacturing isn’t just a business strategy—it’s a mission he believes he was called to fulfill. This conviction has driven him to donate nearly half of his income to charity and maintain strict self-discipline, waking at 4 a.m. each morning. But the same unwavering sense of purpose that guides his personal life now shapes his vision for the industry, one that fundamentally challenges how foreign companies like TSMC are investing in the US.

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Japan’s humanoid robot alliance expands to counter Chinese dominance

The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan’s presence in the humanoid robot market.

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EOC reshapes into integrated supply chain eyeing AI and semiconductors

Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.

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Tencent opens Kuala Lumpur office to boost Malaysia’s digital sector and talent development

Tencent has officially inaugurated its Kuala Lumpur office, underscoring its growing commitment to Malaysia’s digital market and talent pool, according to reports from The Edge Malaysia and Bernama. The new facility is expected to house around 500 employees and aims to establish Kuala Lumpur as one of Tencent’s key global hubs.

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Onsemi and Innoscience sign MoU to explore expanded GaN power device production

Onsemi and Innoscience have signed a memorandum of understanding to assess opportunities for expanding the manufacturing of gallium nitride (GaN) power devices, with a focus on accelerating deployment in the 40–200V segment. The companies said the non-binding agreement aims to combine Onsemi’s packaging, drivers, and system-integration capabilities with Innoscience’s 8-inch GaN-on-silicon wafer technology and high-volume production capacity.

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