The competition for advanced process leadership among TSMC, Samsung Electronics, and Intel is intensifying, making the pace of their new equipment acquisitions a key industry focus.

Taiwan is drafting new measures to curb China’s rising dominance in mature-node chip production, with the Legislative Yuan scheduled to review the plan when its new session opens on September 19, 2025. Economic Affairs Minister Kung Ming-hsin, National Science and Technology Council (NSTC) Chair Wu Cheng-wen, and Digital Affairs Minister Lin Yi-jing will present policy outlines, including a potential semiconductor program aimed at providing “China-alternative” chips by 2026.

China’s push for semiconductor self-sufficiency is gaining momentum, but automotive-grade chips present a unique challenge. Local automakers remain cautious about adopting untested domestic components that could jeopardize safety-critical systems.

韩国设备商Device宣布，与厦门天马显示技术有限公司签署了价值270亿1838万韩元（约合人民币1.38亿元）的供货合同，该合同内容为供应显示器制造设备。