DIGITIMES Research analyst Eric Chen notes that process scaling has been the core driver of Moore’s Law in semiconductors. However, with short-channel effects emerging, the three leading foundries have gradually shifted from FinFET to GAAFET. Although Samsung Electronics was the first to introduce a GAAFET process in 2022, it was not until the mass production of SF3 in 2025 that it reached a true milestone.

Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from AI server customers. The group will build a new factory equipped with advanced fiberglass fabric manufacturing capabilities. Production is expected to begin gradually, starting from the fourth quarter of fiscal year 2026 at the earliest, which ends March 2027.

China’s smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase subsidies for ICT terminal products. The attempt to boost sales has struggled against extended replacement cycles and widespread market penetration.