Global semiconductor industry, 2025
Global semiconductor revenues are expected to rise 13.6% on year in 2025, surpassing US$700 billion, but US policies may still impact the performance.
12
Mar
12
Mar
TSMC reportedly proposes joint venture for Intel’s foundry division
TSMC has reportedly proposed a joint venture to operate Intel’s foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not hold more than a 50% stake, ensuring the division is not fully foreign-owned.
12
Mar
TSMC and MediaTek demo 1st integrated PMU and PA for wireless connectivity devices on N6RF+
MediaTek and TSMC have jointly demonstrated the first silicon-proven power management unit (PMU) and integrated power amplifier (iPA) on TSMC’s N6RF+ process. This achievement makes it possible to integrate these two essential components into a system-on-chip (SoC) on an advanced RF process for wireless connectivity products, enabling a significantly smaller form factor while enjoying performance competitive with stand-alone modules, according to the companies.
12
Mar
Defying obsolescence: Radiant chairman’s strategic acquisitions secure company’s future
Radiant Opto-Electronics, a top player in backlight module manufacturing, is undergoing a strategic transformation under Chairman Justin Wang. In August 2023, it acquired Finnish optical firm Nanocomp Oy Ltd., followed by the full acquisition of Danish meta-optics company NIL Technology ApS (NILT) in September 2024. These consecutive acquisitions mark Radiant’s push into next-generation optical technologies.
12
Mar
Trump tariffs prompt Taiwan contract electronics firms to move production swiftly
The Trump administration has implemented further tariffs on China twice in one month and threatened to impose additional tariffs on Mexico and Canada, leading to swift changes in the global supply chain. Taiwan-based contract electronics companies have demonstrated their remarkable manufacturing adaptability by rapidly relocating production lines from China, Mexico, and other countries back to Taiwan.
12
Mar
Formosa Smart Energy, TCC spearhead green talent recruitment amid net-zero push
With the global push for net-zero carbon emissions, the green energy industry is rapidly expanding, creating a surge in demand for skilled professionals. In response, Taiwan Cement Corp. (TCC) and Formosa Smart Energy, a subsidiary of Formosa Plastics Group, have launched major recruitment initiatives to attract “green collar” talent and capitalize on emerging business opportunities.
12
Mar
Southeast Asian nations seek foundry partnerships to build homegrown fabs
Prominent nations worldwide recognize the critical importance of the semiconductor industry and are requesting assistance from foundry leader TSMC. Despite their efforts to improve their domestic semiconductor manufacturing capabilities, countries in the Middle East, South Asia, and ASEAN are compelled to seek assistance from other foundries.
12
Mar
Naura to acquire stake in Kingsemi for CNY1.69 billion
Chinese Semiconductor equipment manufacturer Naura Technology recently announced plans to acquire a stake in its local counterpart, Kingsemi, for a total of nearly CNY1.69 billion (approx. US$233.2 million).
12
Mar
Airtel-Starlink alliance challenges Jio’s dominance in India’s satellite internet race
Elon Musk’s Starlink has partnered with Airtel, India’s second-largest telecom company, to expand its internet services in India, intensifying competition with Mukesh Ambani’s Reliance Jio. The agreement allows Starlink to use Airtel’s retail network to distribute devices, pending government approval for operations.
12
Mar
BizLink’s multi-sector growth fuels record-breaking performance in Q4 2024
Despite challenges in the electric vehicle (EV) industry throughout 2024, the surge in artificial intelligence (AI) applications has fueled strong demand for connectors and wiring solutions. On March 11, BizLink-KY, the leading connector and wiring manufacturer, announced its financial results, reporting a record-high net profit of NT$15.55 billion (US$513.1 million) for the fourth quarter of 2024. The company’s full-year net profit reached NT$43.96 billion (US$1.37 billion).