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Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion...
Wednesday 5 March 2025
'Washington Effect' Fuels TSMC's $165 Billion Investment in the US AI Race
TSMC is making a high-stakes move in the global AI race with its US$100 billion expansion in the United States, bringing its total US commitment to US$165 billion. The investment...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Wednesday 5 March 2025
TSMC charts US$100 billion course through Trump 2.0 storms
Before the official announcement, there was widespread speculation about TSMC's decision to invest an additional US$100 billion in the US. While reactions to the plan were varied,...
Wednesday 5 March 2025
Foxconn mega-AI plant ready in a year despite Trump tariffs
Foxconn's planned mega-AI server plant near Guadalajara, Mexico, will complete construction in a year despite the threat of new tariffs from President Donald Trump, according to Jalisco...
Wednesday 5 March 2025
Commentary: TSMC's $100B US expansion may force tech giants to shoulder the bill
Following TSMC's announcement of an extra US$100 billion investment in the US, it is anticipated that securing US financing will become more challenging for TSMC's expanding US ventures...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Wednesday 5 March 2025
China reignites tech sector to drive economic growth and counter US sanctions
Facing economic headwinds and escalating trade tensions, China is refocusing on its tech sector, with President Xi Jinping recently convening a rare symposium with high-tech entrepreneurs...
Wednesday 5 March 2025
China's cut-rate SiC substrates and mature process chips upend global market
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...
Wednesday 5 March 2025
Stanford's David Fedor praises TSMC and C.C. Wei's Oval Office meeting as a strategic win for Taiwan
TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence...
Tuesday 4 March 2025
Taiwan reassures on advanced chip review rules; emphasizes that restrictions target China, not US
TSMC's US investment of US$100 billion is sparking concerns about Taiwan's national security and potential talent and technology drain. Taiwanese officials have reassured that advanced...
Tuesday 4 March 2025
Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain
Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025...
Tuesday 4 March 2025
Two major challenges for TSMC's US$100 billion US investment and 6 other takeaways
In a historic White House press conference, President Donald Trump joined TSMC Chairman C.C. Wei to announce a monumental US$100 billion investment by TSMC in the United States. The...
Tuesday 4 March 2025
TSMC's US$100 billion US leap under Trump's pressure: winners and losers
As expected, TSMC has succumbed to ongoing pressure from US President Donald Trump in the last six months.