Insights
On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...
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Intel is betting on 18A for a turnaround, as it reportedly works with clients like Broadcom and NVIDIA on test chips. However, industry speculation suggests further delays, with Panther Lake possibly missing mass production until Q4 2025, according to Wccftech. Here’s a quick round-up at the poten...
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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...