Global wafer foundry industry, 2026 and beyond
Global wafer foundry revenue is estimated to achieve a CAGR of 14.3% from 2025 to 2030, though the AI bubble and geopolitical risks need to be noted.
26
Nov
26
Nov
Apple enables LLMs to recognize actions from sound, advancing health monitoring and smart fitness
Apple has demonstrated that large language models (LLMs) can accurately identify user activities by integrating textual audio and motion data without accessing raw audio. This multimodal approach opens new possibilities for health monitoring and smart fitness applications.
26
Nov
HPE wins US$931M Pentagon cloud contract to modernize defense data centers
The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon’s expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE’s GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department’s classified computing capabilities.
26
Nov
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots toward securing industrial supply chains. As 2025 nears its end, the firm notes that a clear pattern has formed in the wave of greenfield Foreign Direct Investment (FDI): the US is consolidating the future of advanced logic production, and Europe is focusing on technological security and manufacturing continuity.
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Nov
Taiwan to launch first satellite in FORMOSAT-8 constellation aboard SpaceX Falcon 9
Taiwan’s first domestically built satellite constellation, FORMOSAT-8, is set to take a major step forward this week. The inaugural satellite in the series, FORMOSAT-8A (FS-8A), is scheduled to lift off at 2:18 a.m. Taiwan time on November 27, 2025.
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Nov
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative revenue for the first three quarters declined 9.4% year-over-year to NT$9.93 billion.
26
Nov
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan’s cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the 3D appraisal and inspection data collection platform now holds an estimated 30% to 50% share of the US new appraisal segment.
26
Nov
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the AI trend by advancing its “five trusted industries” that are closely linked with AI development. The government’s strategy includes promoting 10 major AI infrastructure projects to generate over NT$15 trillion (US$462 billion) in output value, driving nationwide industrial upgrades through AI commercialization and integration toward becoming a smart nation.
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Nov
Kumamoto pushes for third TSMC plant with packaging, R&D focus
Kumamoto Governor Takashi Kimura visited TSMC’s headquarters in Hsinchu on November 24, 2025, as part of a semiconductor investment promotion event in Taipei, saying the chipmaker remains strongly interested in expanding in Japan. The visit included talks with senior TSMC executives overseeing investments and industry-academia cooperation and marked Kimura’s second trip to TSMC this year.
26
Nov
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins. Several networking companies acknowledge that tight DDR4 supply has become a structural issue, affecting nearly all product lines. Analysts and executives warn that gross margins could come under sustained pressure through 2026, prompting firms to negotiate with customers to share the burden of rising costs.