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 event, attended by US Secretary of Commerce Howard Lutnick and White House AI and Semiconductor Advisor David Sacks, underscored America's aggressive push to reassert dominance in the global semiconductor industry. Beyond the staggering financial commitment, the conference revealed the strategic motivations, economic implications, and key personalities shaping this transformative deal

Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu

As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion investment over the next four years, including plans for a server manufacturing plant in Houston, Texas, in partnership with Foxconn. The Taiwanese manufacturer has not commented on its involvement

Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional expectations, with industry sources revealing that five major Taiwanese electronics manufacturers are exploring investment opportunities in Texas in response to Trump's tariff threats. However, TSMC maintains a measured stance, carefully monitoring developments