TSMC, under growing pressure from Washington to accelerate its American operations, is reconsidering its global capacity expansion plans. While it moves rapidly to scale up production in the US, sources within its supply chain confirm that plans for new fabs in Japan and Germany are being adjusted amid weakening global auto demand and rising geopolitical and economic uncertainty

The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches

Beijing has granted a limited number of rare earth export licenses, including to suppliers of the top three US automakers, in a bid to ease rising global supply-chain pressure ahead of high-level US-China trade talks scheduled for June 9 in London. China's Ministry of Commerce confirmed on June 7 that it had approved certain applications but did not specify the countries or sectors involved. It acknowledged the increasing demand for rare earths in robotics and electric vehicles and said reviews of additional qualifying applications would continue