As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

The recent sharp appreciation of the New Taiwan Dollar (TWD) has sparked concerns across Taiwan’s export-driven semiconductor and electronics sectors, with investors closely watching whether TSMC’s margins and revenues will be squeezed by foreign exchange losses. According to a TechNews report c...

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

According to a report from TechNews, the recent sharp appreciation of the New Taiwan dollar (NTD) has sparked market concerns over potential foreign exchange losses—especially for export-driven sectors like semiconductors, represented by companies such as TSMC. The report notes that on May 2, t...