02
Dec
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics’ operating profit in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion).
02
Dec
Copper shock, AI PCB demand recasts global CCL pricing
Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed PCBs, creating a favourable window for copper-clad laminate (CCL) suppliers to raise quotations.
02
Dec
Samsung Taiwan president promoted amid strong sales
Samsung Electronics has promoted its Taiwan region president, Jun Yang, to an executive role following outstanding business performance. Samsung highlighted Yang’s extensive experience since joining the company in 2001 and his key leadership roles across Greater China and Taiwan.
02
Dec
Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC
Trumpf, a key supplier of semiconductor equipment components with close partnerships with industry giants such as ASML Holding and Taiwan Semiconductor Manufacturing Company (TSMC), officially launched its new regional plasma power technology center in Taoyuan, northern Taiwan, on November 28. The facility aims to strengthen customer connections, reduce service response times, lower carbon footprints, and extend equipment lifecycles through refurbishment services.
02
Dec
Google CEO maps out quantum future and space data center plan
Google CEO Sundar Pichai has dismissed concerns that the company’s rapid expansion of its proprietary artificial intelligence infrastructure threatens Nvidia’s market dominance. He argued that global demand for AI compute is growing fast enough for multiple chipmakers to prosper.
02
Dec
New industry alliance aims to position Taiwan at the center of next-generation communications
Taipei Computer Association (TCA) announced on December 1 the establishment of the Taiwan NextGen Communications Alliance (TNGCA), a cross-industry coalition uniting the nation’s telecom operators, electronics manufacturers, and systems-integration firms to strengthen Taiwan’s position in next-generation communications.
02
Dec
Samsung restructures research and memory teams to reclaim HBM market share
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and regain momentum in the fast-growing HBM memory market. The overhaul includes converting its flagship research arm, the Samsung Advanced Institute of Technology, into a lab-based system and consolidating memory development teams under a new organization led by senior engineering executives.
02
Dec
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo’s subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to increase its quotes and has informed its distributor and direct customers that the new prices will take effect on February 1, 2026, with adjustments on certain specifications of capacitors reaching up to 30%.
02
Dec
TSMC-Intel legal dispute highlights Taiwan’s corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual Property branch of Taiwan’s High Prosecutors Office has instructed the Ministry of Justice Investigation Bureau (MJIB) to issue a search warrant at Lo’s Taipei and Hsinchu residences, granting permission to seize computers, USB drives, and other related evidence.
02
Dec
Taiwan’s Robotics Innovation Alliance targets six major industries
Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the Robotics Innovation Alliance (RIA), emphasizing that future efforts will begin from actual industry needs to connect the supply and demand sides and push applications toward successful commercialization.