Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments

Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan’s printed circuit board (PCB) supply chain is shifting its capital expenditure atmosphere to accelerate positioning in emerging markets such as AI servers and high-performance computing (HPC). Led by global PCB leader Zhen Ding Tech and IC substrate giant Unimicron, these companies have announced expanded investment plans, betting on advanced AI applications and capacity layout in Southeast Asia.

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Semicon India 2025: Kaynes Semicon forges key partnerships to strengthen local chip ecosystem

Kaynes Semicon, a subsidiary of Kaynes Technology and India’s first advanced OSAT and module manufacturer, has announced a series of strategic partnerships during Semicon India 2025, held from September 2-4, 2025. The collaborations underscore India’s push to expand its semiconductor manufacturing and testing capabilities, while positioning Kaynes as a key industry player, according to multiple reports, including The Economic Times, Electronics Media, DQ India, and Devdiscourse.

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Commentary: YMTC’s 3D DRAM push challenges CXMT and global memory leaders

China’s push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates the company is now quietly investing in DRAM. The move underscores YMTC’s ambition to extend beyond NAND dominance, using its patented Xtacking technology to break into DRAM and challenge the world’s top three players.

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Acer Medical eyes AI inference market with aiMed platform

Acer Group’s subsidiary, focused on medical imaging and AI healthcare solutions, made its debut at Acer’s global “next@acer” event held in Berlin in 2025. The subsidiary, Acer Medical, showcased aiMed, an AI service platform specifically designed for medical environments that can instantly convert healthcare professionals’ speech or text into structured medical records.

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