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