Surpassing market expectations, TSMC reported a consolidated revenue of NT$276.058 billion (approx. US$8.504 billion) for November 2024. Although this represents a decrease of 12.2% from the peak in October, it marks a significant year-over-year increase of 34%, while TSMC’s cumulative revenue from January to November 2024 is approximately NT$2.61 trillion, reflecting a 31.8% year-over-year increase.

The sale of AUO’s Tainan factory to Micron for NT$260,000 (US$8,022) per Taiwanese ping (approx. 3.3 square meters) has triggered a ripple effect in the industrial real estate market. Optical film manufacturer EFUN Technology, which owns a 59,000-square-meter facility in Tainan Technology Industrial Park, is now actively evaluating ways to optimize its assets. Based on product development progress, the company may lease, sell, or retain the facility for its use.

In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years.

Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China’s supply chain.