Taiwan IPC industry and player status, 2025
Edge AI drives revenue growth for Taiwanese IPC firms as operators actively seek software partners in the AI field.
17
Dec
17
Dec
Samsung Foundry reportedly wins Intel 8nm order after Nvidia
Samsung Electronics’ foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after Nvidia. Analysts say the win strengthens Samsung Foundry’s order momentum at nodes where yields and cost structures have largely stabilized.
17
Dec
Fire near Yageo plant in Taiwan causes no damage, company says
Yageo, the Taiwanese manufacturer of electronic components, stated on Monday that a fire at a neighboring facility near its Dafa No. 3 plant in Kaohsiung did not impact its own operations.
17
Dec
Samsung tri-fold phone sees strong sales despite high repair costs
Samsung Electronics’ newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out within five minutes of going on sale on Samsung’s official website and is currently available only through restock notifications.
17
Dec
Advantest, Tokyo Seimitsu to co-develop die-level probers for AI and HPC
Semiconductor test equipment supplier Advantest and Tokyo Seimitsu have announced a joint plan to co-develop a next-generation die-level prober for high-performance computing components.
17
Dec
CES 2026 participant list reveals a split Korea: Fewer giants, broader ecosystems
The Consumer Electronics Show (CES), once the world’s premier launchpad for next-generation technologies, is facing mounting questions over its relevance. Ahead of CES 2026, scheduled for 6-9 January in Las Vegas, participation by South Korean companies is expected to fall sharply, with multiple conglomerates scaling back or skipping the show altogether. The pullback highlights a broader reassessment by large corporations of the cost, impact, and strategic value of global tech exhibitions.
17
Dec
Polytronics bets on 2026 turnaround as US defense orders rebound
Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.
17
Dec
Tenstorrent advances RISC-V AI chips in China with former Arm China CEO
Tenstorrent, under Jim Keller, cut 7.5% of its staff to boost teamwork, launched the Ascalon RISC-V CPU in China for AI and HPC markets, and is partnering with CoreLab and former Arm China CEO Allen Wu to compete with the Arm ecosystem.
17
Dec
CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain
China-based battery equipment maker CHR Hangko is actively expanding its production base in South Korea, aiming to deepen its presence in the local rechargeable battery supply chain amid growing advances of Chinese firms into battery equipment sectors.
17
Dec
Electronics suppliers shift to flexibility amid rising geopolitical risks
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial intelligence expansion, and fragmented end-market demand are forcing companies to rethink how they compete.