Intel may follow AMD’s Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.

Analysts have expressed skepticism regarding the rumored joint venture bid led by TSMC to run Intel’s foundry operations. Concerns primarily revolve around potential technology transfer risks, strategic misalignments, as well as its impact on the upstream supply chain.

Wiwynn, a leading server manufacturer, has expressed an optimistic outlook for its 2025 operations, a perspective bolstered by robust growth not only in AI servers but also in non-AI servers, commonly referred to as General Servers. Notably, the company has dramatically escalated its capex, surging from NT$4.8 billion (approx. US$146 million) in 2024 to an ambitious NT$18 billion. This substantial increase will fund expansion initiatives across facilities in Texas, Malaysia, Taiwan, and Mexico.

E Ink, a dominant player in electronic paper technology, has designated 2025 as the “Year of Large-Size Color E-Paper,” signaling a strategic pivot toward the burgeoning market for expansive displays and marking a transformative phase for the company.