Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand outside the Greater China region in 2025. As a result, overall order momentum slowed, and revenue share fell below 15%. The company expects that once local production normalizes in the second quarter of 2026, the revenue share will rebound to around 20%.

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Taiwan forms computing alliance to advance sovereign AI applications

Taiwan officially launched a new government-funded cloud computing center on December 12, 2025, marking a major step in boosting domestic artificial intelligence (AI) capabilities. President Lai Ching-te highlighted that Taiwan not only leads in advanced chip manufacturing but also possesses world-class capabilities in systems integration and supercomputing technologies.

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Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders

Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology group seeks to secure major customers and revive its loss-making foundry business, according to industry sources and reports from South Korea’s Seoul Economic Daily and G-enews.

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TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

Taiwan-Asia Semiconductor Corporation (TASC) is advancing its layout in compound semiconductors and non-invasive blood glucose monitoring technology through the signing of a memorandum of understanding (MOU) with Itochu Taiwan. The agreement seeks to facilitate collaboration in these two sectors through the pooling of resources and semiconductor supply chains.

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SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples

Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule.

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