In addition to its ongoing commitment to the automotive industry, Tsang Yow has reportedly set its sights on the high-growth semiconductor sector. The company stated that to meet the demands of its semiconductor clients, its Chiayi plant in Taiwan has accelerated certification processes and has gradually introduced trial production for four types of components at the end of 2024.

The Taipei International Machine Tool Show (TIMTOS) is set to highlight “AI and robots” as a core theme for the first time, reflecting the rising industry focus on automation. The aerospace defense market, driven by demand for drones and autonomous systems, is also fueling optimism that these sectors could reinvigorate Taiwan’s machine tool industry after years of stagnation.

Google, once a trailblazer in artificial intelligence (AI) and cutting-edge technologies, now faces heightened competition from startups like OpenAI, xAI, and China’s DeepSeek, prompting questions about its continued dominance in the AI landscape. Although Google’s Gemini model remains a top performer, industry insiders note that the company has struggled to generate the same level of excitement and momentum around its AI innovations as it once did.

China’s aggressive price war in mature-node wafer manufacturing appears to be stabilizing, as Vanguard International Semiconductor (VIS) reports shifting customer orders. Chairman Leuh Fang said during an earnings call that while overcapacity in China will drive severe pricing pressure in 2024, the irrational competition has eroded trust, prompting global clients—particularly from the US—to diversify supply chains.