Facing rising geopolitical tensions and uncertainty surrounding US trade policy under President Donald J. Trump, Chinese EV maker BYD has put plans for a large-scale factory in Mexico on hold.

Unlike semiconductor manufacturing processes, time is never an element that filmmakers can control. Since its release over three weeks ago, the documentary ‘A Chip Odyssey’ has accumulated a box office of NT$12 million (approx. US$410,582). The semiconductor godfather, Morris Chang, even quietly bought tickets and watched alongside regular audience members. Whether the screening period can be extended remains a race against time for director Chu-Chen Hsiao.

Taiwan battery material maker HCM signed a cooperation agreement with France’s Saft to develop lithium manganese iron phosphate (LMFP) batteries for electric vehicles and energy storage systems, with support from Taiwan’s Industrial Technology Research Institute.

Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology. If implemented, the pivot would mark a significant strategic retreat from the foundry race, potentially leaving Taiwan’s TSMC unchallenged in leading-edge nodes for the next several years.