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NEWS TAGGED COMMENTARY AND ANALYSIS
Wednesday 12 March 2025
Taiwan's divided government puts TSMC's US$100 billion US expansion under scrutiny
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker and a cornerstone of Taiwan's economy, has found itself at the center of domestic political...
Wednesday 12 March 2025
Taiwan takes measured approach in reviewing TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans for a US$100 billion expansion investment in the United States, marking a significant escalation in the global...
Monday 10 March 2025
Beyond TSMC: Do chip veterans bring transformation or just prestige?
Memory giant Micron recently announced that former TSMC Chairman Mark Liu has joined its board. Micron views this move as a strategic effort to boost its competitive position against...
Monday 10 March 2025
Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'
The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel's foundry business. Chang, in...
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
Trump 2.0 unleashes tariff tactics: bold moves, hidden agendas, and the new world order
As US President Donald Trump marks the first month of his second term in office, the reforms and fiscal austerity measures of Trump 2.0 have exceeded expectations compared to his campaign...
Thursday 6 March 2025
Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy
Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology...
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...