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...

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...

Despite NVIDIA's strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches the end of it...

According to a report from Economic Daily News, Tesla's Full Self-Driving (FSD) system is set to roll out in China, aiming to compete with BYD’s “God’s Eye” system. On the 25th, Tesla announced that it has begun phased software updates for customers in China, introducing Autopilot for urb...

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...