Taiwan Semiconductor
Taiwan Semiconductor, a semiconductor foundry company headquartered in Taiwan, is the world’s largest dedicated semiconductor foundry. It is best known for manufacturing advanced process nodes such as 5nm and 3nm for major customers including Apple and Nvidia, driving industry-leading yield and capacity. Its business and policy decisions shape global chip supply chains and national technology strategy amid ongoing tensions over semiconductor access and innovation.
Activity
Burry Predicts Major AI Risks and Market Corrections in 2026
Michael Burry warns of an impending AI market correction by 2026, citing unsustainable investments and inflated valuations. His prediction underscores the need for caution among investors and regulators as AI market fervor intensifies.
US and Iran Near Deal to Extend Ceasefire and Reopen Strait of Hormuz
Iran and the US are close to reaching an agreement to extend the ceasefire and reopen the Strait of Hormuz. However, key disagreements on transit rights and frozen assets persist, leaving the outcome uncertain.
TSMC Reports 58% Profit Jump in Q1, Raises 2026 AI Chip Outlook
TSMC achieved a 58% boost in Q1 profits, driven by demand for AI chips from clients like Apple and Nvidia. The company also raised its outlook for 2026, highlighting confidence in sustained industry growth.
TSMC Registers 58% Profit Surge Amid AI Demand and Iran War Concerns
TSMC revealed a 58% profit increase in the first quarter thanks to AI sector growth. The company also warned that the Iran war might impact its future costs and operations.
ARM CEO Urges Global Expansion of Chip Fabs to Prevent Supply Disruptions
ARM CEO Rene Haas advocates for high-end semiconductor manufacturing facilities on every continent to safeguard supply chains. This recommendation comes as China advances toward self-sufficiency, and industry leaders push for diversified fabrication capacity to reduce dependency on TSMC.
Apple Commences U.S. Manufacturing of Mac Mini in a Major Domestic Shift
Apple is beginning the manufacturing of Mac Minis in the United States for the first time, with production starting in Texas and Houston. The company aims to strengthen its domestic supply chain and meet increasing demand.