Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share common drivers of transformation.

China’s domestic electric vehicle (EV) sales have maintained a penetration rate of over 50% for four consecutive months, reflecting strong growth in the domestic market, according to the China Association of Automobile Manufacturers (CAAM) on December 11. However, exports of pure EV have shown worrying signs, with only 58,000 units shipped in November—a month-on-month decrease of 43.8% and a year-over-year decline of approximately 29.2%. The drop is believed to be linked to the European Union’s recently imposed heavy tariffs on Chinese EVs.

AI has accelerated the transformation of all industries, providing tremendous opportunities for hardware infrastructure players. However, the market is optimistic that “second phase beneficiaries” will include software companies.

Morris Chang, founder of TSMC, shared candid opinions about leading figures and companies in the tech industry during the launch of his autobiography. The event, attended by former Taiwan President Ing-Wen Tsai and industry luminaries like Barry Lam, offered a rare glimpse into Chang’s perspectives on Intel, Samsung, and Nvidia’s Jensen Huang.