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2025-09-29

[News] Will the Investment Pay Off? Trillions Poured Into AI, Yet Chips Reportedly Last Only 3–5 Years

According to MoneyDJ, citing Wall Street Journal, the AI boom has triggered one of the most expensive building waves in history. In just three years, major tech companies have poured more into AI data centers, chips, and energy than the U.S. spent constructing the interstate highway system over four...

2025-09-26

[News] TSMC Arizona Names 5nm Veteran Ray Chuang as CEO to Accelerate U.S. Expansion

According to Liberty Times, TSMC has announced leadership changes for its Arizona operations. Effective October 1, Vice President Ray Chuang will succeed Dr. Y.L. Wang as CEO of TSMC Arizona. The report notes that the reshuffle underscores TSMC’s push to expand its U.S. investments and accelerate ...

2025-09-26

[News] U.S. Reportedly Weighs 1:1 Rule on Domestic vs. Imported Chips, Favoring TSMC, GF and Micron

After a wave of tech giants pledged additional U.S. investments during President Trump’s new term to sidestep high chip tariffs, Washington is reportedly considering another policy. According to The Wall Street Journal, companies that fail to maintain a 1:1 ratio of domestic production to imports ...

2025-09-26

[News] Intel Reportedly Explores TSMC Investment, Raising Fears of Tech Outflow

According to Wall Street Journal, sources indicate that Intel has approached TSMC to discuss potential investments or manufacturing partnerships. The move comes shortly after Bloomberg revealed that Intel had reportedly been in talks with Apple about securing an investment. Sources cited by the W...

2025-09-26

[News] China’s NAND Giant YMTC Reportedly Moves into HBM Using TSV, Following CXMT and Huawei

With HBM turning into a scarce resource in the AI boom and imports effectively off-limits, China is racing to develop its own supply, with major tech firms joining the push. Reuters reports that Yangtze Memory Technologies Co. (YMTC), the country’s leading NAND maker, is gearing up to enter the DR...

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