Tech Forum 2025: US-based server assembly surges as Taiwan’s EMS leaders navigate rising costs and trade uncertainties

The Trump administration’s tariff policy announced in April 2025 is reshaping global server supply chains, prompting Taiwan’s leading EMS firms—Foxconn, Wistron, Quanta, Inventec, and Mitac—to accelerate US expansion. Concentrating investments in Texas and California, these companies aim to localize high-margin components while navigating rising costs and tariff-driven uncertainties.

Continue reading

Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems

After over a decade of rapid expansion, the global smartphone market has reached a mature and highly competitive stage. DIGITIMES projects that global smartphone shipments will hit approximately 1.22 billion units in 2025, with growth in the low single digits and remaining below pre-pandemic figures. In response, industry leaders Apple and Samsung are shifting focus to enhancing ecosystem integration and developing in-house chips to drive growth.

Continue reading

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.

Continue reading

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.

Continue reading

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.

Continue reading

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.

Continue reading