01
Nov
01
Nov
Nvidia emerges as TSMC’s first A16 customer, while Apple may skip to A14
Taiwan Semiconductor Manufacturing Company (TSMC) plans to launch its latest 1.6nm process, dubbed A16, in 2027. Reports indicate that Nvidia is currently working with TSMC on testing the A16 technology and is poised to become its inaugural adopter. In contrast, Apple has yet to engage in discussions regarding A16 and may skip it entirely in favor of the more advanced 1.4nm A14 process.
01
Nov
China’s rare earth squeeze reaches a turning point in the global tech standoff
Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are essential materials with unique optical, electrical, magnetic, and catalytic properties. Often called “industrial vitamins” or “industrial gold,” REEs are indispensable in many high-tech industries.
01
Nov
Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance
Both Japan and South Korea are accelerating plans for Non-Terrestrial Networks (NTN), aiming to expand satellite-based communications beyond traditional ground infrastructure. In the early stages, both nations collaborated with Starlink, but Japan has outpaced South Korea in developing mobile direct-to-satellite services.
01
Nov
AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia
Energy systems worldwide are undergoing a shift from conventional power generation and transmission frameworks, toward multinational collaboration driven by AI technology. During remarks on October 29, 2025, GreenRock Energy chairman Eden Yeh outlined the company’s strategic blueprint for Asia: using its autonomous AI platform as the core, the company will leverage its financial strength and system integration capabilities to expand its operational scale in 2026, aiming to become a key energy system integrator spanning Taiwan, Southeast Asia, and Japan.
01
Nov
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
The global AI race enters a new phase in 2025, shifting focus from advanced cloud algorithms and high-performance computing chips to the coldest yet most critical physical constraint: electricity. Analysis firm Goldman Sachs highlights that power provision is fast becoming the “physical limit” for AI development.
01
Nov
LandMark eyes strong SiPh growth with rising long-term orders
LandMark expects its silicon photonics (SiPh) product shipments to continue increasing over the next few quarters, with fourth quarter 2025 revenue projected to match or slightly exceed second quarter 2022 levels. This implies a quarter-on-quarter revenue growth of about 8.8%. With substrate suppliers resuming normal deliveries and SiPh shipments growing, LandMark anticipates stable annual revenue growth through 2026-2027.
01
Nov
Taiwan analytics firm wins Canadian telecom deal, marking North American debut
Taiwan’s mobile data analytics firm Groundhog Technologies has successfully entered the North American market in the fourth quarter of 2025 by securing a contract with a leading Canadian telecom operator. The company continues to strengthen its presence in Japan and South Korea while actively developing large language model (LLM) modules to drive future revenue growth.
01
Nov
Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing
At a seminar held on April 28, 2025, by Taiwan’s Industrial Technology Research Institute (ITRI), experts highlighted the stark contrast in quantum talent development and industry application between Taiwan and the Netherlands. Jeff Lin, general director of ITRI’s Industry, Science and Technology International Strategy Center, noted that although the Netherlands has a population of 18 million and produces about 200 quantum master’s and PhD graduates annually, Taiwan—with 23 million people—only trains around 50 quantum specialists each year. Moreover, Taiwanese quantum talents often find it difficult to secure relevant jobs.
31
Oct
Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market
Panasonic Holdings has revised down its operating profit forecast for fiscal year 2025 by 13.5%, primarily due to reduced profitability in its energy business segment that includes electric vehicle (EV) battery operations. The company supplies batteries to automakers such as Tesla.