Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with incentive agreements and investment plans, their experiences underscore the Act's challenging and complex implementation process
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses' operations in China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone sector, including the first specialized drone display at the Taipei International Electronics Show (TAITRONICS) in 2024 and the planned drone section at COMPUTEX in 2025
Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25% tariff on partners Canada and Mexico under the United States-Mexico-Canada Agreement (USMCA) has already provoked a strong backlash from both countries' leaders, who are prepared to retaliate
Intel finds itself in a precarious situation as the global supply chain, particularly among Taiwanese manufacturers, continues to struggle without viable solutions. Similarly, Samsung Electronics' foundry business remains a potential crisis point
Trump's return to the presidency has drawn significant attention, with his potential appointments already creating waves across the global tech industry. The impact has extended to currency markets as monetary policy tensions between Trump and the Federal Reserve emerged. Bitcoin, known for its sensitivity to market shifts, surged by more than 15%, reaching an all-time high
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the implications for cloud service providers' operations in China
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments. While both companies have established collaborative foundations, this speculation appears worrisome from both the market and technical perspectives
As we enter the era of artificial intelligence, major companies such as Nvidia, Microsoft, Apple, AWS, and Tesla are seizing vast resources, aiming for market dominance. However, as long as the market remains stable, two types of companies will still profit within the global technology industry
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen Huang highlighted that data centers will evolve into next-generation computing units, forming a virtualized network for AI computation
With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for their stances on Taiwan's semiconductor industry. Interest surged following Trump's controversial July 2024 interview, where he accused Taiwan of "taking away" US chip business and suggested Taiwan would need to pay for US protection
From the 14nm generation to the present, Samsung's attempts to capture Apple's orders have often been thwarted. Since the launch of Apple's A10 Fusion chip in 2016, TSMC has monopolized major contract manufacturing deals while Samsung has continued to face setbacks
Regardless of Samsung and Intel's third-quarter earnings, the real story isn't in comparing them to TSMC. What's critical now is each company's internal recalibration and its leadership's ability to articulate a clear path forward
As the US presidential election approaches, Republican candidate Donald Trump and running mate JD Vance have expressed markedly different views on Taiwan's semiconductor industry, sparking debate within the tech sector
On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C. Wei quipped that it took him 26 years to finally stand at the podium
