27
Aug
27
Aug
TSMC leak case does not affect Taiwan-Japan chip cooperation, says board member
On August 25, 2025, at the Japan-Taiwan Innovation Summit, Paul Liu, National Development Council (NDC) Minister and a board member of TSMC, addressed the incident involving the suspected illegal acquisition of TSMC confidential information. It is currently known that an employee of Tokyo Electron (TEL) in Taiwan is involved in this case.
27
Aug
Porsche’s battery ambitions falter as Cellforce reportedly slashes 70% of jobs
Amid weakening demand for electric vehicles (EV), German automaker Porsche is reportedly set to abandon in-house battery production efforts. As a result, its battery subsidiary Cellforce Group is expected to undergo significant downsizing, with approximately 70% of its workforce potentially facing layoffs.
27
Aug
Taiwan pumps new life into AI cooling
The rapid rise of artificial intelligence computing is transforming the server industry, pushing cooling demands past what traditional air-based systems can handle. As Nvidia chips drive power consumption beyond 1,000 watts, liquid cooling is no longer optional but essential. From water-to-water and water-to-air systems to full immersion cooling, the technology relies heavily on sensors and pumps. That reliance has created an opening for Taiwan’s FineTek and Walrus Pump to enter the AI server supply chain, even though neither company comes from an electronics background.
27
Aug
PC giants quietly press Taiwan’s optical sector to exit China — and Taiwan too
Global notebook brands are pressuring Taiwan’s optical component suppliers to diversify production under a “Non-China, Non-Taiwan” (NCNT) mandate. What started as efforts to reduce reliance on China has expanded into demands that by 2027, supply chains fully exit Taiwan, which major PC makers now view as a geopolitical risk.
27
Aug
LED industry sees profit decline in 2Q25 amid currency challenges
The LED industry experienced notable profit declines in the second quarter of 2025, mainly due to exchange rate effects. Everlight Electronics reported a 44.7% drop in net income to NT$323 million (US$10.57 million), reflecting the broader financial pressures facing sector players.
27
Aug
Toshiba and SICC collaborate on SiC technology; alliance with Rohm faces bottlenecks
Toshiba’s semiconductor and electronic components subsidiary, Toshiba Electronic Devices & Storage, has reached a basic agreement with China’s silicon carbide (SiC) wafer manufacturer SICC for improving SiC wafer quality and technical cooperation. The two parties will also explore the possibility of expanding SiC wafer supply in the future and continue negotiating specific collaboration details.
27
Aug
Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4
South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that could determine whether Samsung and SK Hynix secure positions in its supply chain.
27
Aug
Taiwan tech giants find fortune in the AI rack revolution
Taiwan’s technology supply chain is capitalizing on a global wave of artificial intelligence server upgrades, as soaring computing workloads drive sweeping changes in power systems, cooling, and data center design.
27
Aug
South Korean telecos tackle challenges from AI-6G integration
The era of 6G is approaching, with the integration of AI becoming a central focus. South Korea’s telecommunications industry emphasizes the interdependence between AI and networks: without intelligent networks, large-scale AI services cannot exist. However, many practical challenges remain to be overcome in implementation.