Taiwan’s IC design industry risks losing No.2 spot to China; government unveils ‘4H’ strategy

Taiwan’s integrated circuit (IC) design industry ranks second worldwide, trailing only the US. However, in recent years, Taiwan’s position has become increasingly precarious due to rapid advancements by China. The National Science and Technology Council (NSTC) believes that focusing on two main pillars—advanced chip breakthrough technologies and heterogeneous integration industry drive—while concentrating on key R&D of high-computing power, high-power, high-frequency, and high-energy-efficiency (4H) chips could help Taiwan maintain a lead over China for approximately five more years.

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TSMC’s 7nm EUV pioneer and Nighthawk Force leader honored as ITRI laureates

The Industrial Technology Research Institute (ITRI) held its 14th Laureate Ceremony on September 15, 2025. Five new academicians were awarded honors, spanning semiconductor, engineering construction, and biomedical fields. The honorees include TSMC executive vice president and co-chief operating officer Y.J. Mii and former senior vice president of Corporate Strategy Development at TSMC Wei-Jen Lo.

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Puya Semiconductor’s SkyHigh deal to cement China’s indigenous NAND advantage

Puya Semiconductor (Shanghai) announced on September 15, 2025, that it will acquire a controlling stake in Zhuhai Noah Changtian Storage Technology through a cash deal, giving it indirect ownership of SkyHigh Memory (SHM). The planned acquisition expands Puya’s non-volatile memory portfolio by adding 2D NAND and derivative products to its established NOR flash, EEPROM, and MCU businesses, creating a more complete product lineup.

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ASML-Mistral AI partnership marks shift toward Europe’s industrial-led AI model

Dutch semiconductor equipment maker ASML Holding has made a significant investment of EUR1.3 billion (approx. US$1.52 billion) in French artificial intelligence (AI) startup Mistral AI, signaling a notable shift toward Europe’s independent AI development capabilities amid global geopolitical tensions. This move highlights growing synergies between European industrial firms and emerging AI ventures.

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Taiwan launches quantum mainframe project as Nvidia backs hybrid computing

Quantum computing firm Quantinuum has attracted investment from Nvidia’s venture capital arm, signaling renewed investor interest amid evolving industry outlooks. Analysts note that integrating quantum computing with traditional high-performance computing (HPC) and artificial intelligence (AI) servers could represent a future path to improving energy efficiency beyond conventional CPU and GPU approaches.

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China’s smart glasses market heats up as waveguide tech takes lead

If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading manufacturers such as GoerTek, Sunny Optical, and Luxshare Precision were joined by a growing number of mid- and low-tier competitors, signaling a rapidly intensifying race in both hardware and optics, especially in the critical field of optical waveguide technology.

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Pegatron’s TH Tung highlights three challenges in global economic turmoil

Amid the turmoil on the global stage in recent years, Pegatron chairman TH Tung has highlighted three major challenges in the short to mid-term, including updates to the US’s reciprocal tariff policies, exchange rate fluctuations that may have further long-term impacts, and competition from China, Japan, and South Korea. For Taiwanese manufacturers, some may need government policy support as they further seek overseas expansion, while those remaining rooted in Taiwan will need to enhance automation to maintain their competitive edge amid fierce market pressures.

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