search
TSMC
Trends
- 1Trump pivots from CHIPS Act funds to tariff pressure●Trump targets unallocated CHIPS Act funds,pivoting to tariffs. TSMC kept its $6.6B grant,but tariff threats raised its U
Donald Trump is moving to repurpose unallocated CHIPS Act funds, favoring tariffs over direct subsidies to push chipmaking back to the US. TSMC retained its $6.6 billion grant, but tariff threats pushed its American investment pledge from $65 billion to over $165 billion. Analysts note the approach shifts reshoring costs onto private capital and that tariffs build manufacturing capacity far more slowly than direct subsidies would.
- 2Taiwan's 'silicon shield' keeps it safe amid AI boom▼How Taiwan’s ‘silicon shield’ has kept it safe from China, indispensable to US in age of AI
Taiwan's dominance in semiconductor manufacturing, led by TSMC, is being described as a 'silicon shield' that deters Chinese aggression while making the island indispensable to the United States in the AI era. As artificial intelligence drives global demand for advanced chips, control over Taiwan's chip industry has become central to both its security and US strategic interests, intensifying debate over cross-strait tensions.
- 3Intel claims 14A node within 5% of TSMC's A14●Intel expects 14A to be 'within 5%' the performance of TSMC's A14 https:// web.brid.gy/r/https://www.toms hardware.com/t
Intel says its upcoming 14A process node will come within 5% of the performance of TSMC's competing A14 technology, a projection the company describes as conservative. The claim feeds an ongoing debate over whether Intel Foundry can close the gap with TSMC, with Intel pointing to frequency advantages of its 18A node as evidence of momentum. Industry watchers are weighing whether the forecast is credible given Intel's recent manufacturing struggles.