As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments in 2025. However, the integrated circuit substrate supply chain has indicated concerns over potential upstream material shortages following reports that Japan’s leading fiberglass cloth manufacturer Nittobo is facing high-end production capacity constraints. This could potentially hinder future server shipments.
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel changes. As these issues come to light, discussions have emerged about whether Apple should consider appointing a new CEO to replace Tim Cook.
Samsung Electronics is preparing a strategic challenge to SK Hynix’s dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the HBM4 supply landscape.
Taiwan-based Auden Techno Corp., a leading provider of radio frequency (RF) antenna solutions, broke ground on a new manufacturing facility in Vietnam’s Hải Dương Province on July 21, 2025, underscoring the company’s efforts to expand global production capacity and reinforce its international supply chain resilience.
Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts, China’s OSAT industry has expanded at pace, steadily closing the market share gap across the Taiwan Strait. A recent industry-led initiative gaining traction in China is also pushing back against cutthroat pricing that has undermined profitability.
AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company’s future strategic direction and resource allocation.
MicroLED manufacturer PlayNitride will establish a Chinese subsidiary in Kunshan Development Zone, Jiangsu Province, as part of its global expansion strategy following its 2023 US operations launch. The Taiwan-based company plans to invest up to US$19 million in the wholly owned subsidiary, targeting production start-up by mid-2026.
On July 23, HD Renewable Energy (HDRE) announced the official launch of an eastern railway charging network, developed in collaboration between its subsidiary Star Charger and Taiwan Railway. This initiative aims to enhance long-distance and tourism route charging convenience in eastern Taiwan.