Deep Tech

GlobalFoundries will manufacture silicon interposers for TSMC's CoWoS ecosystem under a five-year, $2 billion agreement, with production set to ramp in 2028.

A third of semiconductor companies plan to expand manufacturing into Asia-Pacific markets over the next three years as the AI boom drives chip demand, according to global courier FedEx.

Vietnam seeks to permit tungsten (wolfram) exports, but only for deep-processed product, such as ammonium paratungstate (APT) and commercial tungsten oxide.

Vietnam's Ministry of Industry and Trade has revised its draft rules on rare earth exports, moving the minerals from a "not permitted" list into the main export catalogue, but only for deeply processed products.

MBSB Research has maintained its neutral recommendation on Malaysia’s technology sector, citing strong semiconductor demand driven by artificial intelligence (AI) and data center infrastructure spending, but warned that a severe talent shortage, rising regional competition and potential AI regulation could limit earnings growth.

Vietnam will host SEMIEXPO Vietnam 2026, an international semiconductor exhibition, in Ho Chi Minh City on December 13-14, drawing some 200 companies and global chip leaders,

Seeing Machines says its Human Mesh Recovery technology can reconstruct people in 3D in real time on NVIDIA Jetson Thor, targeting robotics and Physical AI systems that operate around humans.

Asia Vital Components (AVC), a Taiwanese maker of cooling systems for computers and AI servers, plans to invest about $500 million more in Vietnam and build a research-and-development center there.

DeepSeek and Huawei have developed open-source compute, communication and programming tools for Huawei's Ascend AI chips.

MBSB Research said on Tuesday that talent shortage will limit the earnings growth for Malaysia's technology sector.