Scientech’s growth signals shift in semiconductor investment toward packaging and system integration

As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced packaging and system-level integration. This shift is driving increased demand for complex packaging technologies and semiconductor equipment, creating new growth opportunities along the supply chain.

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Taiwan enterprise 5G investments set to surge, driven by testing demands

Enterprise investments in 5G private networks are expected to significantly increase following amendments to the “Regulations Governing the Establishment and Use of Mobile Broadband Dedicated Telecommunications Networks” under the Ministry of Digital Affairs (MODA), and revisions to the Industrial Innovation Statute that will increase tax credit incentives, according to Yu-hsin Tsou, deputy director general of the Industrial Development Administration (IDA) of the Ministry of Economic Affairs (MOEA).

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China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect

In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental benefits of single-chip performance improvements are declining. The core challenge is now how to efficiently coordinate and scale large pools of computing resources across system-level architectures.

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Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan’s Taoyuan Guanyin Industrial Park from Far Eastern New Century Corporation for NT$2.78 billion (US$88.5 million). The purchase supports EMC’s plans to expand production capacity to meet growing demand for high-end printed circuit board (PCB) materials driven by artificial intelligence (AI) applications.

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Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science

The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including Nikkei and The Register, on January 27, 2026, Japan’s Ministry of Education, Culture, Sports, Science and Technology (MEXT) announced its formal participation in the Trump administration’s Genesis Mission program.

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Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a year earlier. Gross margin declined to 48.1%, down 1.6 percentage points quarter over quarter and 0.3 percentage points year over year. Operating profit fell to NT$2.34 billion, down 25% sequentially and 18.9% annually.

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Why can’t tech giants escape China’s smartphone production grip?

Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating Google has begun relocating NPI for its premium smartphones to Vietnam. Industry insiders note initial progress but emphasize significant structural hurdles in this complex transition.

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