U.S. lawmakers recently proposed the “MATCH Act,” a bill aimed at tightening restrictions on key chip equipment sales to China, though it is now reportedly being scaled back and shifting toward more targeted controls. According to Reuters, sources say the revised version has been softened but st...

As AI-driven compute demand surges, supply tightness is no longer limited to GPUs or foundry capacity. According to Chinese media outlet Calian Press, token economics is emerging as a key industry theme, with sources noting that NVIDIA H100 rental prices have climbed roughly 20%–30% since October ...

As geopolitical risks in the Middle East escalate, South Korea is facing rising uncertainties across its energy and raw material supply chains. According to Korea JoongAng Daily, citing a report from the Korea International Trade Association (KITA), the country’s chip sector could face significant...

TSMC holds its earnings call today, with its response closely watched amid rising industry interest in rival Intel’s advanced packaging technologies, including EMIB. In response, according to TechNews, TSMC Chairman and CEO C.C. Wei states that the company continues to offer the industry’s large...

With Tesla teaming up with Intel on the “Terafab” initiative and accelerating its push into chip manufacturing, attention in the market is turning to how TSMC will respond. At today’s earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also call...