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.

News of more investment from the top chip manufacturer is exciting for Americans – but how about international competitors?

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The U.S. Trade Representative's Office will hold a hearing on Tuesday into older Chinese-made "legacy" semiconductors that ...

Taiwan Semiconductor plans $100b investment in US to meet high demand from customers for chips powering AI and smartphones.

In the face of Beijing's crackdown on Taiwan independence supporters, Taiwan is contemplating issuing travel advisories for ...

A bevy of major corporations and foreign countries have pledged to pour billions into the U.S. since President Donald Trump ...

TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from ...

Our fair value estimate for GlobalWafers is TWD 620 per share, at which GlobalWafers would trade at 2025 price/earnings ratio of 21 times and 1.7% dividend yield. We use a weighted average cost of ...