Taiwanese government launches NT$10 billion AI investment fund

Taiwan’s Ministry of Digital Affairs (MODA) and the National Development Fund (NDF) announced on March 31 the official launch of the “Enhanced AI Startup Investment Program,” aimed at accelerating Taiwan’s digital economy. The government is committed to fostering AI industry development through five key policy tools—computing power, data, talent, marketing, and funding.

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Japan’s Rapidus launches 2nm trial as MA-Tek’s Hokkaido outpost signals surging demand

On April 1, Rapidus inaugurated its first semiconductor fabrication facility, IIM-1, in Chitose City, Hokkaido, marking a pivotal step in Japan’s leap from 40nm technology to the cutting-edge 2nm process. Rapidus is spearheading Japan’s ambition to restore its semiconductor manufacturing autonomy. The consortium includes elite talent from Renesas, Tokyo Electron (TEL), and international firms like United Microelectronics Corporation (UMC), ensuring technological advancements and yield rates align with expectations.

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LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue

LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats from US President Donald Trump are dampening global trade confidence, prompting consumers to pull back. At the same time, China’s trade-in policy is losing momentum, softening demand. As a result, both panel makers and TV brands are slowing their purchasing pace.

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Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment

Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan’s leading semiconductor equipment manufacturers, projects that demand for high-bandwidth memory (HBM) equipment—vital for powering generative AI—will continue to grow. However, he anticipates that sales of front-end semiconductor manufacturing processes in 2025 will likely remain on par with 2024 levels.

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