Hardware2026.05.22Tokyo Electron Taiwan Accepts Landmark 10-Year Sentence for TSMC Trade Secret Theft; Reinforcing IP Silos in the Semiconductor Era
Hardware2026.05.21The Silicon Photonics Rivalry: TSMC's COUPE Ecosystem vs. Samsung's Foundry Ambitions
Insights2026.05.19TSMC Arizona Fab Defies Expectations, Achieving Profitability Beyond Combined Earnings of SMIC and UMC
Markets2026.05.19Taiwan’s Strategic Resilience at the Midpoint: Navigating the Trump Factor and Cross-Strait Tensions
Markets2026.05.18TSMC's JASM Fab Achieves First Quarterly Profit: A Strategic Validation of the Glocalization Manufacturing Model
Hardware2026.05.18Global Server Market Dynamics: Contrasting Intel and AMD Strategies Amid TSMC Pricing Shifts
Insights2026.05.18The End of the Foundry Monopoly: How AI Demand and Washington’s Pressure are Challenging TSMC’s Supremacy
Hardware2026.05.18The Economics of Imperfection: How Apple Uses TSMC Chip Binning to Monopolize the Entry-Level PC Market
Hardware2026.05.18Global Foundry Market Shifts: Tech Giants Diversify Beyond TSMC Amidst AI Supply Strain
Insights2026.05.16The Thucydides Trap and TSMC's COUPE: Navigating Silicon Geopolitics After the Xi-Trump Summit
Hardware2026.05.15TSMC AI Infrastructure Hegemony: 18 New Fabs and the Global Expansion of CoWoS and SoIC Packaging Capacity
Insights2026.05.14TSMC 2026 Technology Forum: Kevin Zhang Unveils 'COUPE' to Combat AI Connectivity Bottlenecks
Hardware2026.05.14JSR Expands EUV Photoresist Production to Taiwan, Strengthening TSMC Supply Chain Hub
Hardware2026.05.13TSMC Board Clears US$31.3B Budget and US$20B Arizona Injection Amid Strategic Leadership Reshuffle
Hardware2026.05.13The Arizona Paradox: TSMC Proves Profitability While Battling Systemic Labor and Water Deficits in Fab 21 Expansion