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NEWS TAGGED COMMENTARY AND ANALYSIS
Friday 14 March 2025
Intel revival hinges on Tan's industry ties, tech expertise
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain...
Friday 14 March 2025
Intel spin-off back on the table? Tan's arrival sparks new debate
Intel's partnership with TSMC has strengthened since it began in 2019, with about 30% of Intel's products now outsourced. Lip-Bu Tan's appointment as CEO hints at further collaboration...
Friday 14 March 2025
Manus vs. DeepSeek: disruptive AI breakthrough or just smoke and mirrors?
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...
Friday 14 March 2025
Chip war heats up: Intel, GF push tariffs as TSMC expands in US
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...
Thursday 13 March 2025
Why China's 'first' AI agent struggles to gain industry traction
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...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
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.
Thursday 13 March 2025
Trump's tariff policies cause economic uncertainty and trade shifts; Taiwanese companies face investment risks
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...
Thursday 13 March 2025
Analysis: Intel bets on Lip-Bu Tan to unite a fractured semiconductor giant
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...
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...
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...