TSMC begins volume production of advanced 2nm semiconductors at its Arizona facility, securing $6.6 billion in CHIPS Act funding while…
Global chip sales surge 22% as AI and automotive demand accelerates
Semiconductor sales hit $152 billion in Q1 2025, up 22% year-over-year, driven by AI accelerator demand and automotive sector recovery,…
Semiconductor Scaling Slowdown Forces Console Makers to Rethink Hardware Strategies
TSMC’s 2nm production delay and rising wafer costs push Microsoft and Sony toward chiplet-based console designs, with analysts predicting $700+…
Taiwan’s Currency Surge Reshapes Tech Sector as TSMC Margins Shrink, MediaTek Pursues Advanced Packaging
Taiwan’s 3.2% NT dollar appreciation pressures semiconductor margins, with TSMC’s Q2 profits down $310M and MediaTek investing $2.1B in chiplet…
Semiconductor Crossroads: EU Grapples With Tech Sovereignty Amid U.S.-China Tariff Escalation
The U.S. 50% semiconductor tariff hike accelerates supply chain realignments, with TSMC’s European expansion and EU Chips Act investments testing…
U.S. Chip Curbs Accelerate Asian Semiconductor Dominance, Fracturing Global Supply Chains
Expanded U.S. export controls drive Asian semiconductor firms like TSMC and MediaTek to fill AI chip gaps while India and…
TSMC’s Arizona Fab Delay Highlights Global Semiconductor Reshoring Challenges as EU Chips Act Takes Effect
TSMC’s Arizona fab faces delays amid workforce shortages while the EU Chips Act targets 20% global production by 2030, revealing…
Intel’s Legacy Chips See Unprecedented Demand in Asia as Trade Tensions Reshape Tech Priorities
Asian tech firms are stockpiling Intel’s older-generation semiconductors amid U.S.-China trade uncertainties, with regional governments subsidizing legacy chip procurement to…
SK Hynix and TSMC Navigate Bifurcated Tech Landscape as US-China Tensions Reshape Supply Chains
Geopolitical tensions drive diverging demand in electronics, with AI infrastructure investments surging as consumer markets stall, reshaping global semiconductor strategies.…
Taiwan-Japan Chip Alliance Intensifies With Fukuoka Hub Launch As Regional Tech Bloc Emerges
Taiwan’s new Fukuoka trade center accelerates semiconductor collaboration with Japan through TSMC’s Kumamoto fab, challenging China’s ambitions while reshaping Asian…
Taiwan’s Semiconductor Supremacy Faces New Tests as AI Chip Race Intensifies
TSMC accelerates 2nm chip development amid global efforts to diversify semiconductor supply chains, while maintaining dominance in AI processor manufacturing.…
ASML’s Forecast Cut Exposes Europe’s Semiconductor Strategy Dilemma
ASML’s reduced 2024 sales forecast, driven by delayed orders from Intel and TSMC, highlights Europe’s struggle to balance innovation with…
