01
Sep
Co-tech Development is shifting further into high-performance copper foil for AI servers and 5G networks, confirming it will discontinue standard-grade foil production by early 2026. The transition comes as demand surges for high-frequency, high-speed ultra-low-profile (hyper very low profile; HVLP) copper foil used in copper-clad laminates (CCL), with supply already tight. Currently, only Mitsui Mining & Smelting of Japan and Taiwan-based Co-tech are the dominant global suppliers.
01
Sep
TPCA Show to kick off in October with Unimicron chair as keynote speaker
The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan’s major PCB industry event, the TPCA Show, which will take place from October 22 to 24.
01
Sep
Rapidus 2nm chip matches TSMC’s logic density, outpaces Intel in performance
Rapidus is preparing to launch its most advanced chip yet, a 2nm process called “2HP,” that could put it nearly on par with TSMC’s N2 node and significantly ahead of Intel’s 18A, according to Wccftech.
01
Sep
South Korea’s display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return to the billion-dollar milestone after three years. This growth was primarily driven by increased demand for high-end OLED panels and customers placing early orders due to concerns over US tariffs.
01
Sep
China’s ICT push: embedding AI across smartphones, PCs, and wearables by 2026
The US has tightened controls on China’s semiconductor and artificial intelligence (AI) sectors under the banner of national security. Yet the surge of generative AI is reshaping industries worldwide, and Beijing is pressing ahead with its ambitions, especially in embedding AI into consumer and industrial devices.
01
Sep
Server slides boost Repon’s July gross margin to second-highest level
Taiwan-based slide manufacturer Nan Juen International (Repon) announced its earnings results for July 2025, reporting continued improvement in gross margin driven by the rising proportion of server shipments. The company achieved a gross margin of 33.62%, marking the second-highest level in its history.
01
Sep
GM weighs South Korea exit as “Yellow Envelope” law passes
On August 24, 2025, South Korea’s National Assembly officially passed amendments to Articles 2 and 3 of the Trade Union and Labor Relations Adjustment Act, otherwise known as the “Yellow Envelope” bill. Spearheaded by South Korea’s current ruling party, the bill has caused significant concern in the country’s industrial sector, with potential unrest brewing in its aftermath.
01
Sep
Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits
The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has jolted South Korea’s semiconductor industry. Analysts warn the decision could prevent the companies from migrating to advanced nodes and undermine their ability to expand or upgrade local operations.
01
Sep
Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds
Taiwan’s auto market has entered a deep freeze in 2025, with industry leaders pointing to ongoing tariff uncertainties as a major source of disruption. At an investor briefing on August 27, 2025, Chih-Wei Lai, Director and Spokesman for Hotai Motor Co., Taiwan’s largest automobile distributor, said that while market conditions remain challenging, the company’s flagship brands — Toyota and Lexus — have expanded their combined market share by 6 percentage points year-over-year through July 2025.
01
Sep
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China’s SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of A-shares in renminbi. The deal will give SMIC full control of the Beijing-based unit and underscores the broader consolidation trend reshaping China’s semiconductor foundry sector, according to a filing in late August.