China's latest AI sensation, Manus, is being marketed as the world's first general-purpose AI agent. Overnight, it became a trending topic, with many touting it as a groundbreaking leap in Chinese AI development. But is Manus truly a game-changer, or just another overhyped product
The White House may be celebrating TSMC's record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel's long-term survival as a US chip powerhouse is being sidelined—a concern that's growing louder within Washington's policy circles
China-based start-up Butterfly Effect claims to have launched the world's first General AI agent, Manus. The company aims to capitalize on the momentum of "Chinese-branded AI" following DeepSeek's success. However, industry response over the past week has been muted, as experts believe the startup lacks the crucial components needed to outshine its predecessor
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive
The US economy heavily relies on domestic consumption, and under President Donald Trump, the administration employed a tariff-driven strategy aimed at bringing manufacturing back to the US The most dramatic of these measures was the 25% tariff on imports from Canada and Mexico, a move that was quickly dubbed by The Economist as " [the] dumbest trade war in history
Intel has appointed Lip-Bu Tan as its next CEO following his resignation from the board in 2024 due to dissatisfaction with the company's organizational structure. This decision comes as Intel undertakes significant reforms amid its critical mission to ensure US semiconductor security. Tan, who previously felt overwhelmed by the challenges of transforming Intel, is now seen as a key figure in revitalizing the company during this pivotal time
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 controversy following its announcement of a US$100 billion investment expansion in the United States. The massive investment comes at a sensitive time for Taiwan, where the ruling Democratic Progressive Party (DPP) lost its legislative majority in recent elections, creating a divided government where opposition parties now wield significant influence over major policy decisions
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 semiconductor industry's geographic diversification. US President Donald Trump welcomed the announcement, emphasizing that unlike TSMC's initial US investments, this expansion would proceed without financial backing from the US government—a notable shift from projects previously subsidized under the CHIPS Act
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 SK Hynix and to foster closer collaboration with TSMC
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 his straightforward style, asserted that Intel has yet to master the foundry business, while Barrett, writing recently in Fortune magazine, acknowledged that although Intel still faces challenges in chip design, particularly with the shift toward AI applications, the company is unmistakably regaining ground in manufacturing technology. According to Barrett, Intel's revival is already well underway
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 after, he convened another press conference with Taiwan's President Ching-te Lai to clarify TSMC's intentions regarding its investments in the US
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 promises. Whether it is the various cuts proposed by the "Department of Government Efficiency" (DOGE) led by Elon Musk or the recently passed tax reduction and spending cut bill that narrowly cleared the House of Representatives, the pace of these initiatives is astonishing, and their impact is profound
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 regarding Liu's appointment to its board has sent shockwaves through the industry
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