In his first time presiding over Taiwan Semiconductor Manufacturing Company’s (TSMC) annual shareholders' meeting as Chairman, CC Wei delivered a confident yet measured address, highlighting both the company’s robust growth trajectory and the looming risks posed by global economic uncertainty.| techsoda.substack.com
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 MiniMac before the end of the keynote speech.| techsoda.substack.com
What are the implications for TSMC and Intel?| techsoda.substack.com
Why Trump’s Accusation Against Taiwan’s Semiconductor Industry Misses the Point| techsoda.substack.com
TSMC recently modified its IC packaging process arrangements to comply with US chip manufacturing restrictions without giving up all its 16/14 nm advanced chip foundry business in China.| techsoda.substack.com
Although the Pentagon blocked the use of DeepSeek and identified it as a threat to national security, the Big Techs seem to think otherwise.| techsoda.substack.com
US President Donald Trump’s decision to impose 25% tariffs on imports from Mexico and Canada while threatening a 100% tariff on Taiwanese semiconductors is already raising alarms.| techsoda.substack.com
The Section 301 investigation announced by US Trade Representative Katherine Tai just before Christmas will take at least a year to issue final rulings and implement measures to protect the interests of American and allied semiconductor companies.| techsoda.substack.com
Following a routine board meeting that did not present any surprises to the market, TSMC executives, alongside Taiwan’s Deputy Minister of Economic Affairs, are set to engage in negotiations with the U.S.| techsoda.substack.com