Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the sheer complexity of modern semiconductor manufacturing and the impossibility of any single “hero” reshaping the field — the market is now weighing a more strategic angle behind Intel CEO Lip-Bu Tan’s unusually strong public endorsement of Lo.

Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according to Nikkei. The initiative aims to increase production of advanced chips designed for artificial intelligence (AI) systems and to lessen the company’s dependence on Taiwan amid growing concerns over global supply chain vulnerabilities.

Taiwan is experiencing the highest weekly average of cyberattacks in the Asia-Pacific region, distinguished by a notably large share of attacks targeting the “impact” phase, according to Fortinet’s latest threat intelligence data. Derek Manky, Fortinet’s global threat intelligence vice president, shared insights with DIGITIMES, revealing Taiwan’s cybersecurity landscape deviates significantly from global patterns observed in the first three quarters of 2025.