Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share common drivers of transformation

In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years

Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export controls against China and the foundry challenges faced by Samsung and Intel, risks related to geopolitics and market concentration have intensified. How can TSMC mitigate its operational risks during the upcoming presidential term