Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers

Compal Electronics’ PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan’s Meiko to establish a high-layer count (HLC) printed circuit board plant in Vietnam. The new entity, tentatively named AlliedCircuitMeikoVietnam, will set up operations within Meiko’s new factory complex in Hoa Binh Province, northern Vietnam.

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TSMC 2025 full-year revenue set to break US$100 billion

Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC’s third quarter 2025 revenue in USD is expected to surpass its financial forecast. Based on a full-year US$ revenue growth estimate of 30%, fourth quarter 2025 revenue is projected to decline by around 10%.

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DeepSeek launches new open-source AI model with Huawei, Cambricon, Hygon support

DeepSeek unveiled its next-generation large language model, DeepSeek-V3.2-Exp, on September 29, 2025, and released it as open source on Hugging Face. The new model features a sparse attention architecture that reduces computational resource consumption while improving inference efficiency, especially for long-text tasks, advancing China’s AI software-hardware collaboration.

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South Korea’s NIRS fire cripples 647 govt services, exposes lithium battery safety gap

A fire broke out on September 26, 2025, at South Korea’s National Information Resources Service (NIRS), disrupting 647 government services spanning finance, administration, and other sectors. The blaze originated from lithium batteries supplied by LG Energy Solution (LGES) at NIRS’s main office in Daejeon, prompting ongoing recovery efforts, according to Chosun Biz and Seoul Economy Daily.

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GlobalFoundries opens Beijing office, doubles down on localizing production for China market

US-based foundry GlobalFoundries (GF) has faced numerous challenges in its China strategy, from halting investment in a 12-inch fab in Chengdu to shifting toward mature process partnerships. The company recently announced the opening of a new office in Beijing, signaling its commitment to navigating US-China tech tensions and domestic competition while deepening its presence in the Chinese semiconductor market.

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Taiwan looks to mass-produced missiles and drones to strengthen defenses

The future of global defense is on display in Taipei, centered on unmanned systems and artificial intelligence. At the Taipei Aerospace and Defense Technology Exhibition, Taiwan’s leading defense research institute unveiled a powerful joint arsenal created with top US defense startups. Their goal is to build a large, domestically produced deterrent fleet.

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UST invests in Kaynes Semicon to expand India’s semiconductor assembly and testing capabilities

UST, a provider of AI and technology transformation solutions, has announced a strategic investment in Indian semiconductor manufacturer Kaynes Semicon. The partnership aims to strengthen India’s semiconductor ecosystem while expanding advanced assembly and testing services for global clients in sectors including electric vehicles, renewables, and consumer electronics.

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