13
Sep
13
Sep
TSMC builds new fab supply chain hub in southern Taiwan
TSMC continues to advance its investment plan for the Pingtung Science Park, officially opening the site for vendors to begin construction. Arthur Chuang, vice president of Facility Division at TSMC, stated on September 11, 2025, that the Pingtung Science Park is Taiwan’s first industrial zone focused on building fabs and related facilities.
13
Sep
Utechzone joins 3D IC alliance to expand semiconductor testing capabilities and depth
To accelerate the development of heterogeneous integration and advanced packaging technologies, the “3DIC Advanced Manufacturing Alliance” was officially established on September 9, 2025. Co-chaired by TSMC and ASE Holding, the alliance brings together over thirty major companies, including Unimicron, Delta Electronics, Everlight Chemical, Scientech, Chroma ATE, GPTC, Allring, and GMM, to promote cross-domain collaboration and standardization, building a comprehensive global 3D IC ecosystem.
13
Sep
SK Hynix’s rumored slowing TCB investment raises concerns for Hanmi Semiconductor as bonders market expands
SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial for HBM production. Industry watchers say this shift could reshape the competitive landscape for suppliers such as Hanmi Semiconductor, even as the broader market for bonding equipment is set for strong growth in the coming years.
13
Sep
Expert urges token economy for wider AI benefit
Taiwan’s AI-driven semiconductor and server supply chains are growing rapidly, but experts say the wider economy and public benefit little. There are increasing calls for the government to spearhead AI expansion and explore novel ideas like converting AI tokens into a monetary system to boost inclusion.
13
Sep
Beijing’s chip advance, from equipment to AI, threatens Seoul’s tech stronghold
South Korea’s chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the gap but could soon pull ahead, threatening South Korea’s long-standing leadership in the global chip race.
13
Sep
Micron courts Trump policies to challenge Korean memory giants
Micron Technology is reportedly deepening its ties with the Trump administration to secure a stronger foothold in the global semiconductor market. According to South Korean media, this move could intensify competitive pressure on non-US rivals such as Samsung Electronics and SK Hynix.
13
Sep
Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25
Google’s cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference held in San Francisco that the business had generated billions of dollars in revenue through artificial intelligence (AI) services and established diversified business models. Currently, it holds a backlog exceeding US$106 billion, with approximately 55% of these orders expected to convert into revenue within the next two years—about US$58 billion.
13
Sep
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints. Market participants anticipate that the DDR4 supply-demand imbalance will persist for another two to three quarters, leading to price increases for both DDR4 and DDR5 into early 2026. Chinese manufacturers have also raised NOR Flash prices, while Taiwanese suppliers are preparing price hikes starting in the fourth quarter to offset rising costs.
12
Sep
Lightstar Technology pivots to domestic sourcing, unveils aerospace-grade components
Lightstar Technology is showcasing its high-power products and aerospace-grade polarization-maintaining ultra-mini components at the China International Optoelectronic Exposition (CIOE). The company said the display highlights applications in fiber lasers, optical sensing, and aerospace. Lightstar also emphasized its ability to customize passive components to meet client needs and aims to expand partnerships in optical communications, lidar, data centers, and academic research.