TSMC’s Japanese subsidiary JASM has completed and started operations at its first wafer fab in Kumamoto. According to Japanese sources, a second wafer fab is already under construction. Analysis by Japanese research institutions shows that the large-scale semiconductor industry has revitalized local small and medium-sized enterprises (SMEs), with financial institutions increasing lending accordingly.

The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan’s foldable segment, capturing nearly 80% market share by sales revenue, supported by its strong brand recognition and product capabilities.

LCY Chemical is actively expanding into the electronic materials market in its 110th year since the company’s founding in 1915. According to CEO Vincent Liu, the company’s electronic materials segment currently accounts for roughly 12% of total revenue, with a compound annual growth rate of 26%, significantly higher than the industry average of 7%. Going forward, the company plans to deepen its material portfolio to target demand related to the semiconductor, AI, high-speed communications, and next-generation display industries.