Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook (PC/NB) replacement cycle to be much stronger than supply chain forecasts, pushing utilization rates above 90%. She is optimistic that this strong order momentum will extend into 2026, becoming a key driver for steady growth in antenna product shipments.

Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC’s 6nm process and is designed for applications such as gaming, smart cockpits, and digital twins.

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints.

The global semiconductor industry is poised to enter the “angstrom era” by 2040 as circuit dimensions shrink to one-tenth of current levels, according to a long-term technology roadmap from the Korean Institute of Semiconductor Engineers. The report suggests that transistor dimensions will push far beyond today’s nm scale, forcing fundamental shifts in chip design as traditional scaling reaches its physical limits.