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January 2025

Alibaba’s Qwen 2.5-Max: A Game-Changer or Just Another AI Mirage?
Following in the footsteps of DeepSeek, Chinese tech giant Alibaba has strategically launched its Qwen 2.5-Max AI model on the first day of the Chinese…
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Judy Lin 林昭儀
From Good to Great – TSMC’s Success Goes Beyond Morris Chang’s Leadership
Morris Chang is undoubtedly the visionary behind TSMC’s success, and TSMC could not be so successful without Morris Chang.
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Judy Lin 林昭儀
2
TSMC and NVIDIA: US AI Export Control's Silver Lining in the Cloud?
As TSMC Chairman CC Wei fielded analysts' questions in Taipei, delivering an impressive earnings report—37% revenue growth, a 57% earnings increase, and…
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Judy Lin 林昭儀
TSMC 4Q24 Earnings Conference Highlights
In addition to the earnings report summary compiled in our slide, here are highlights extracted from the conference Q&A session by AI.
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Judy Lin 林昭儀
Possible Impact of US Requiring Measures to Limit Advanced Chip Flow by TSMC to China (Updated)
The US Department of Commerce’s Bureau of Industry and Security (BIS) released two rules on Wednesday: one that updates export controls on advanced…
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Judy Lin 林昭儀
The Ecosystem Battle: Why the US Needs More Than Chips to Compete with China
After years of China's predatory economic expansion and the decline of globalization, the world is awakening to the need to protect its manufacturing…
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Judy Lin 林昭儀
US Expands AI Chip Export Controls, Will it Work to Slow China's Innovation?
The US Department of Commerce’s Bureau of Industry and Security (BIS) has announced a significant policy shift aimed at regulating the export of…
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Judy Lin 林昭儀
 and 
SEMI VISION_TW
TSMC Gains Freedom to Make Most Advanced Chips Overseas as Taiwan Foresees Trade Issue
Taiwan’s Ministry of Economic Affairs (MOEA) announced on January 10 that Taiwan Semiconductor Manufacturing Company (TSMC) will no longer be restricted…
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Judy Lin 林昭儀
NVIDIA’s 2025 CES Keynote: Are We Witnessing the Dawn of a New Era?
Nvidia CEO Jensen Huang kicked off the CES 2025 on January 6 in Las Vegas and stunned the audience by presenting an AI supercomputer as small as a…
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Judy Lin 林昭儀
CES 2025: The AI Chip Showdown
With the theme "Connect, Solve, Discover, DIVE IN," CES 2025 (to be held between Jan 7 to 10 in Las Vegas) is poised to be a pivotal event.
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Judy Lin 林昭儀

December 2024

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