TSMC could be compelled to shift its most advanced manufacturing processes to Arizona amid renewed US focus on domestic chip production. Taiwan’s Economic Affairs Minister J.W. Kuo underscored that such relocations are complex, as advanced processes must first achieve mass production in Taiwan before moving abroad. TSMC must also secure Taiwanese regulatory approval for any overseas deployment of cutting-edge technology.

Samsung Electronics will reportedly terminate its MLC NAND production by next year, shifting focus to high-capacity NAND production, according to industry sources.

11月20日，鸿海宣布加入OpenUSD联盟，支持建构3D生态系统，促进全球各产业间合作，推动通用场景描述的标准化。

预计到2027年，全球有机发光二极管（OLED）设备投资将持续上升。据DSCC预测，2025年将恢复到2021年的水平，2026年将恢复到2022年的水平，2027年将恢复到2020年水平的80%。