Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan’s semiconductor industry continues to be a hub in the global supply chain. In response to current challenges, Taiwan Semiconductor Industry Association (TSIA) chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and co-COO Cliff Hou further explained the TSIA’s role and the potential challenges companies may face when establishing factories in the US.

Intel Corporation’s leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies while acknowledging ongoing supply constraints across several product lines.

The global AI wave is driving a “golden decade” for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate its integration with advanced semiconductor sectors. This trend has not only exposed upstream capacity pressures but also intensified geopolitical risks, profoundly reshaping global PCB investment strategies.