Global chip equipment sales reach record US$135 billion as AI drives investment surge
Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier, driven by investment in advanced logic, memory, and AI-related capacity expansion, SEMI, the global semiconductor industry association, said.
Apple reportedly tests four smart glasses designs ahead of 2027 launch
Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027, Bloomberg reported. The initial product will not include a display, reflecting a focus on hands-free operation and ecosystem integration as the company moves into a market led by Meta Platforms and EssilorLuxottica.
Pegatron reports modest recovery as shipments pick up
Qualcomm moves into custom DRAM with CXMT for smartphones
Energy shock from Middle East unrest fuels petrochemical rally in Taiwan
Rising geopolitical tensions between the US and Iran in late February 2026 drove a sharp rally in global crude oil and petrochemical feedstock prices, including ethylene and propylene, lifting prices across the petrochemical chain. Against expectations of potential supply disruptions, customers moved quickly to rebuild inventories, boosting first-quarter revenues for Taiwan’s major petrochemical producers, according to earnings releases on April 10.
Anti-AI backlash turns physical: OpenAI CEO targeted in back-to-back attacks
Japan funds AI chip ecosystem around Rapidus
Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push spanning 2nm logic, advanced packaging, and AI chip demand creation.