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While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...
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TSMC unveiled the largest foreign investment in U.S. history, adding $100 billion for three new fabs, two advanced packaging plants, and a major R&D center. However, the deal raises key concerns. Here are six big questions from Taiwan’s Economic Daily News, along with an analysis of each. H...
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Amid rumors of acquiring Intel’s fabs, TSMC is ramping up U.S. investment to counter rising chip tariffs. According to Reuters and TSMC’s press release, the company will invest an additional $100 billion to build five more semiconductor plants in the coming years. CEO C.C. Wei announced the p...
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Amid foundry split and sale rumors, Intel is taking a cautious approach to expansion. According to The Columbus Dispatch and Reuters, Intel's $28 billion Ohio chip plants could face more delays, as Team Blue has pushed the timeline back at least five years. According to the reports, Intel’s fir...
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As CSPs ramp up on in-house AI chips, market rumors have been circulating that Meta is in talks to acquire Seoul-based AI chip startup FuriosaAI, according to Forbes. However, Meta may not be the only tech giant interested in the deal. South Korean media outlet the bell suggests that Taiwanese found...