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Thursday 6 March 2025
TSMC's US$100 billion US push: Will Samsung, SK Hynix blink?
Coming on the heels of Donald Trump's second-term victory, TSMC has announced a staggering US$100 billion expansion in the US. This move has sparked debate about whether Samsung Electronics...
Wednesday 5 March 2025
Trump calls for termination of CHIPS Act at first address to Congress
On March 5, US President Donald Trump delivered his first address to a joint session of Congress since taking office. He opened by stating that despite facing economic headwinds,...
Wednesday 5 March 2025
Majority of current US EV owners reluctant to return to fuel vehicles amid Trump's disruptive policies
Consumer sentiment towards electric vehicles (EVs) in the US is improving as concerns over high prices and range anxiety diminish. However, US President Donald Trump's policies have...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Stanford's David Fedor praises TSMC and C.C. Wei's Oval Office meeting as a strategic win for Taiwan
TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence...
Tuesday 4 March 2025
Trump's tariffs hit: Tech supply chains brace for cross-border chaos
US President Donald Trump's new 25% tariffs on imports from Mexico and Canada, along with a doubling of duties on Chinese goods to 20%, took effect on Tuesday, sparking fresh trade...
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...
Tuesday 4 March 2025
TSMC's US$100 billion US leap under Trump's pressure: winners and losers
As expected, TSMC has succumbed to ongoing pressure from US President Donald Trump in the last six months.
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Tuesday 4 March 2025
US Chips Act office loses two-fifths of staff to Trump purge
The US government office responsible for a marquee US$52 billion chip subsidy program will lose about two-fifths of its staff as President Donald Trump slashes the federal workforce,...
Tuesday 4 March 2025
AI surge powers Taiwan electronics sector despite Trump trade policy headwinds
Taiwan's National Development Council (NDC) announced on February 27 that the composite index of economic indicators for January 2025 dropped by four points to 34, signaling a shift...
Tuesday 4 March 2025
TSMC's US$165 billion investment set to establish US as a new chip manufacturing powerhouse
TSMC's latest declaration of a US$100 billion investment in the US semiconductor production sector is poised to transform the industry landscape. This substantial investment could...
Friday 28 February 2025
Taiwanese academia: Establishing US subsidiary may be TSMC's best option to navigate US pressure
With US President Donald Trump accusing Taiwan of taking away America's semiconductor manufacturing, his remarks have already sent ripples through Taiwan's industry and even its national...
Friday 28 February 2025
Commentary: TSMC weighs U.S. chip dominance demands while guarding its Taiwan roots
US President Donald Trump, now back in the White House, has once again set his sights on TSMC. Previously, his administration championed the semiconductor supply chain crisis as a...
Thursday 27 February 2025
Sysgration to ship new IPC products ahead of schedule
Taiwanese industrial PC (IPC) maker Sysgration is expected to benefit from US President Donald Trump's tariff policy, with its Texas plant anticipated to begin mass production in...