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Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Friday 7 March 2025
TSMC's US investment highlights Taiwan's equipment dependency
Taiwan has historically attained significant self-sufficiency in panel production equipment and materials; however, its self-sufficiency in semiconductor equipment and materials is...
Friday 7 March 2025
Between Washington and Taipei, TSMC aims to avert being strapped with Intel rescue
TSMC Chairman C.C. Wei recently held a press conference with US President Donald Trump at the White House, announcing an additional investment of US$100 billion in the US. Shortly...
Friday 7 March 2025
KYEC sees advanced testing growth momentum; building new factory in US possible
King Yuan Electronics (KYEC) remains upbeat about advanced testing demand for AI and HPC chips and has not ruled out the possibility of establishing a factory in the US.
Friday 7 March 2025
Taiwan data center operators evaluate satellite communications for backup
Recent cases of submarine cable disconnections off the coast of Taiwan have raised concerns about national security, prompting Internet data center (IDCs) operators to mull the feasibility...
Friday 7 March 2025
TSMC invests more in US, raising concerns; Premier insists it supports Taiwan and global interests
TSMC has attracted global attention by announcing a new investment plan of US$100 billion at the White House. A portion of the Taiwanese public is apprehensive that this could result...
Friday 7 March 2025
Taiwan machine tool industry may see double-digit growth in 2025
After reaching a new low in 2024, key players in Taiwan's machine tool industry believe demand will rebound in 2025 and may even see double-digit growth.
Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Friday 7 March 2025
AI and machinery to drive next industrial revolution
The 2025 Taipei International Machine Tool Show (TIMTOS) began on March 3, co-organized by TAITRA and TAMI. Notable attendees included President William Lai and foreign diplomats...
Thursday 6 March 2025
C.C. Wei responds to Trump's call to end CHIPS Act funding: TSMC asks only for fairness
TSMC's announcement of an additional US$100 billion investment in the US, including three new wafer fabs, two advanced packaging facilities, and a major R&D team center, has sparked...
Thursday 6 March 2025
C.C. Wei explains TSMC's $100B US expansion while Taiwan President Lai dismisses Trump pressure
The chairman of Taiwan Semiconductor Manufacturing Company (TSMC), C. C. Wei, recently announced a US$100 billion expansion investment at the White House, drawing significant attention...
Thursday 6 March 2025
Taiwan wafer foundry industry, 1Q 2025

Introduction

Thursday 6 March 2025
C.C. Wei-Trump meeting highlights Taiwan's irreplaceable semiconductor role, says TSMC supplier Gudeng Precision
On March 3, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei met with US President Donald Trump at the White House, where both parties announced that TSMC...
Thursday 6 March 2025
Edison Opto expedites localization strategy in Europe amid tariff concerns
In response to recent tariffs and geopolitical risks, Edison Opto's board approved the establishment of a subsidiary in Europe in December 2024. The company believes that tariff concerns...
Thursday 6 March 2025
Hiwin showcases robotic components at TIMTOS 2025
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises,...