Semiconductor

TSMC Unveils A13 Process Technology in 2026 North America Technology Symposium

TSMC, the world’s leading semiconductor foundry, held its 2026 North America Technology Symposium on April 22 (local time).

Apr 22 • Judy Lin 林昭儀

The Semiconductor Supercycle: Where AI Ambition Meets Physical Reality

The Silicon Ceiling: Identifying the True Breaking Point of the AI Supercycle

Apr 19 • Judy Lin 林昭儀

49:40

TSMC Q1 Earnings: 2026 Capital Budget Raised to Meet AI Demand Surge

Foundry Giant Eyes Higher Margins as 3nm Reaches Full Depreciation in Late 2026, but Geopolitical Risks and Infrastructure Bottlenecks Loom

Apr 16 • Judy Lin 林昭儀

NAND Flash Shortage to Intensify Through 2027 as AI Demand Triggers "Structural Shift"

Silicon Motion’s Wallace Kou: AI Demand is Real, but "Broken Chains" Risk Looms for Automotive and Industrial Sectors.

Apr 14 • Judy Lin 林昭儀

TSIA Calls for Enhanced Resource Security and Energy Diversification to Safeguard Global Semiconductor Resilience

At the 2026 General Assembly of the Taiwan Semiconductor Industry Association (TSIA), Chairman Cliff Hou addressed the growing complexities of the…

Apr 10 • Judy Lin 林昭儀

Beyond Displays: Taiwan’s Panel Giants Pivot Toward the Semiconductor Gold Rush

How Taiwan’s Touch Taiwan 2026 Becomes a Stage for Industry Transformation and Resilience

Apr 9 • Judy Lin 林昭儀

Terafab Partnership: Intel Joins Elon Musk's Forces to Build Tesla and xAI Chips

Why Intel as a Tech Licensor for Terafab is a Bigger Strategic Win than Being a Foundry

Apr 8 • Judy Lin 林昭儀

Sun Tzu vs. The Trump Ultimatum: The Hidden Risks of the April 7 Hormuz Deadline

Why ‘Winning in One Day’ is an Infinite Game Failure

Apr 7 • Judy Lin 林昭儀

The Terawatt Transition: Inside Musk’s Galactic Terafab Vision

Scaling the Kardashev Scale through Vertical Integration and Space-Bound Compute

Mar 24 • Judy Lin 林昭儀

SEMI Inaugural Annual Member Survey: Taiwan’s Semiconductor Supply Chain, Talent, and Green Transition Revealed

Over 50% of businesses face supply chain adjustment pressures; nearly 80% struggle with recruitment; Taiwan’s green energy environment requires…

Mar 19

From Tokens to Robotics: Inside Jensen Huang’s Blueprint for the Industrial AI Age

How NVIDIA is Leveraging the "Inference Inflection," a $100 Trillion Ecosystem, and the Integration of Groq to Architect the Industrial Age of AI

Mar 18 • Judy Lin 林昭儀

From TSMC’s Gigafab Ecosystem to the Tesla Terafab Vision

Is Tesla’s Terafab the next semiconductor revolution—or an impossible challenge to TSMC’s decades-built ecosystem?

Mar 16 • Judy Lin 林昭儀

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