Rising defense budgets push Taiwan IPC firms toward aerospace markets

As fighter jets patrol the skies and geopolitical tensions rise worldwide, a new arms race is taking place inside Taiwan’s leading technology sector. The island’s industrial PC makers—known for building ultra-durable computers used in factories and vehicles—are now shifting their focus to supply the digital backbone for the next generation of smart warfare, including AI-powered drones and unmanned naval ships.

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Samsung reportedly cuts 2nm foundry prices by 30% to counter TSMC’s 50% hike

The global race to build the future of technology just got dramatically more expensive. TSMC is reportedly planning a staggering 50% price increase for its next-generation 2nm chips. The move is squeezing top American clients like Qualcomm, Broadcom, and AMD, and opening the door for rival Samsung to launch a strategic counter-offensive with deeply discounted wafers.

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China launches trade barrier investigation into Mexico’s proposed tariff hike

China’s Ministry of Commerce (MOFCOM) announced on September 25, 2025, that it has launched a trade and investment barrier investigation into Mexico’s proposed plan to raise tariffs on imports from non-free trade partners, including China. The move follows a proposal published in Mexico’s Congress Gazette on September 9, 2025, which outlined adjustments to multiple import taxes.

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Anpec says share price undervalued in Yageo public tender offer

Taiwanese passive components maker Yageo, on September 11, 2025, unilaterally announced plans to invest over NT$4.8 billion (US$158 million) to acquire a major stake in power management IC (PMIC) design house Anpec Electronics. In a statement released on September 24, 2025, in response to the acquisition bid, Anpec expressed regret that Yageo did not engage in any prior discussions before the announcement and noted that the current per-share offer still has room for upward adjustments.

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Ennostar advances AI optical communication with X-Celeprint partnership to promote SiPh integration

Ennostar, a Taiwan-based developer of optoelectronic semiconductors, is actively expanding its presence in the AI optical communication market. It has announced a collaboration with European micro-transfer printing (MTP) specialist X-Celeprint, aiming to accelerate the implementation and commercialization of mass transfer technology in silicon photonics (SiPh) applications.

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YMTC joins DRAM arena to ease China’s AI memory crunch

China’s growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into DRAM to produce HBM for artificial intelligence chips, according to three sources cited by Reuters. The plan underscores Beijing’s urgency to boost domestic chipmaking after the US expanded export controls in December 2024, restricting China’s access to HBM.

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TGS 2025: GenAI takes center stage in game development

The largest Tokyo Game Show in history, TGS 2025, opened on September 25, 2025, for a four-day run, drawing massive crowds eager to experience the latest in gaming technology. A standout highlight this year was the surge of AI-driven innovations—particularly generative AI—which wowed attendees with immersive game content and AI-powered hardware designed to enhance user experience while reducing energy consumption.

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