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TSMC’s $100 billion promise to invest in the U.S. won’t shake up the chip supply chain: ‘Most of its capacity is still in Taiwan’
Tech
TSMC’s $100 billion promise to invest in the U.S. won’t shake up the chip supply chain: ‘Most of its capacity is still in Taiwan’
By Lionel LimMarch 12, 2025
Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’
Tech
Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’
By Lionel LimMarch 10, 2025
Siemens says it will invest $285 million in U.S. manufacturing, including two new facilities in California and Texas
Finance
Siemens says it will invest $285 million in U.S. manufacturing, including two new facilities in California and Texas
By Sarah Parvini and The Associated PressMarch 7, 2025
Former Google CEO and chairman Eric Schmidt during the Milken Institute Global Conference in Beverly Hills, California on May 2, 2023. (Photo: Patrick T. Fallon/AFP/Getty Images)
Newsletters
The problem with a ‘Manhattan Project’ for AGI
By Andrew NuscaMarch 7, 2025
Taiwan’s president insists TSMC’s $100 billion U.S. chip investment wasn’t because of pressure from the Trump administration
Tech
Taiwan’s president insists TSMC’s $100 billion U.S. chip investment wasn’t because of pressure from the Trump administration
By The Associated PressMarch 6, 2025
Trump touts TSMC, natural gas, and Panama Canal deals to Congress in a premature victory lap
Politics
Trump touts TSMC, natural gas, and Panama Canal deals to Congress in a premature victory lap
By Nicholas Gordon and Lionel LimMarch 5, 2025
Malaysia is buying Arm’s blueprints for $250 million to realize its ambitions to be a ‘non-aligned’ chip player
Tech
Malaysia is buying Arm’s blueprints for $250 million to realize its ambitions to be a ‘non-aligned’ chip player
By Lionel LimMarch 5, 2025
DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks
Tech
DeepSeek hype and geopolitics make this Chinese chipmaker one of Hong Kong’s best performing stocks
By Nicholas GordonMarch 4, 2025
TSMC will spend $100 billion to expand chip manufacturing in U.S.— on top of its previous $65 billion investment
Tech
TSMC will spend $100 billion to expand chip manufacturing in U.S.— on top of its previous $65 billion investment
By The Associated Press, Didi Tang and Michelle L. PriceMarch 3, 2025
Singapore probes potential fraud in Nvidia AI chip shipments
Tech
Singapore probes potential fraud in Nvidia AI chip shipments
By Bloomberg, Gao Yuan and MacKenzie HawkinsMarch 3, 2025
Intel is back—stop talking about breaking it up: Craig Barrett
Commentary
Intel is back—stop talking about breaking it up: Craig Barrett
By Craig BarrettFebruary 28, 2025
Intel was set to open a multibillion-dollar Ohio semiconductor plant in 2025. It’s now delayed several years thanks to a CEO departure and other setbacks
Tech
Intel was set to open a multibillion-dollar Ohio semiconductor plant in 2025. It’s now delayed several years thanks to a CEO departure and other setbacks
By The Associated Press and Bruce ShipkowskiFebruary 28, 2025
Beijing accuses Taiwan of giving away chip companies like TSMC as ‘souvenirs’
Politics
Beijing accuses Taiwan of giving away chip companies like TSMC as ‘souvenirs’
By Lionel LimFebruary 27, 2025
Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead
Commentary
Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead
By David B. Yoffie, Reed Hundt, Charlene Barshefsky and James PlummerFebruary 26, 2025
Trump team seeks to toughen Biden’s chip controls over China
Tech
Trump team seeks to toughen Biden’s chip controls over China
By MacKenzie Hawkins, Cagan Koc, Jenny Leonard and BloombergFebruary 24, 2025
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