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Semiconductor

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
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
2025 Outlook: White Swans? Robot Revolution, AI Agents, and the Overlooked Possibilities
As we recover from the shocks of 2024 and navigate uncertainties ahead of the new US administration taking office in January, it’s time to explore…
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Judy Lin 林昭儀
1
Chip Wars Escalate: Can US Counter China's Legacy Semiconductor Surge with Section 301 Investigation?
The Section 301 investigation announced by US Trade Representative Katherine Tai just before Christmas will take at least a year to issue final rulings…
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Judy Lin 林昭儀
1
Industry Spotlight: UMC Secures Qualcomm’s Advanced Packaging Orders? Opportunities and Challenges
United Microelectronics Corp (UMC) has reportedly secured advanced packaging orders from Qualcomm, targeting AI PC and automotive CPUs.
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Judy Lin 林昭儀
 and 
柴煥欣
US-China Chip War Heats Up, Nvidia Probed, What’s Next?
Weeks after Beijing announced the ban on critical materials exports to the US as a response to the Biden Administration’s restriction on semiconductor…
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Judy Lin 林昭儀
1
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