In just a matter of weeks, President Donald Trump's tariff threats have gone from what many believed to be just ...
Chip giant TSMC investing a further $100 billion in US production facilities has set off alarm bells in Taiwan over the ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.
The global foundry industry exhibited a polarized growth trend in the fourth quarter of 2024, driven by strong demand for ...
"DeepSeek’s technological innovations are real," Gregory Allen, director of CSIS’s Wadhwani AI Center, wrote on Friday.
The world’s largest contract chip manufacturer reported combined revenue for the first two months of US$16.8 billion.
Taiwan Semiconductor Manufacturing Co.’s revenue climbed 39% in the first two months, quickening from 2024 in a sign of ...
The U.S. Trade Representative’s Office will hold a hearing on Tuesday into older Chinese-made “legacy” semiconductors.
News of more investment from the top chip manufacturer is exciting for Americans – but how about international competitors?
President Donald Trump signed an executive order on Friday limiting who is eligible to benefit from the Public Service Loan ...
The Office of the US Trade Representative is to hold a hearing tomorrow into older Chinese-made “legacy” semiconductors that ...
If TSMC expands globally, Taiwan’s “silicon shield” could be diminished, leading to less global attention to Taiwan’s security. To navigate these challenges, Taiwan must safeguard its technological ...