A human worker shortage may turn out to be the biggest obstacle to the AI industry
Complications have affected TSMC-manufactured Blackwell processors
Rising political risks for the contract chipmaker and other companies operating in Taiwan cannot be ignored
Taiwanese chipmaker lifts full-year forecast and shrugs off hostile comments by Donald Trump
Shares in the semiconductor company have risen strongly but still lag behind Nvidia and other chipmakers
World’s largest chipmaker says ‘incremental cost’ of setting up plants abroad should be shared
Big upgrades in Arizona with advanced tech plants imply changes to foundry strategy
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
World’s biggest chipmaker will build cutting-edge facilities in Arizona
Also in this newsletter: Yellen optimistic on US-China relations, Dimon warns on interest rates, social class in the workplace
World’s biggest chipmaker will build cutting-edge facilities in Arizona in exchange for billions in subsidies
Diversifying production capacity would lower risk not only from geopolitical tensions but also earthquakes
After coming up against the limits of physics, scientists are rethinking chip architecture like never before
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Revenues expected to increase by up to 25% in 2024 on strong demand for AI semiconductors
Chinese spies ran a Belgian politician as an intelligence asset for more than three years
Voters question role and influence of ‘crown jewel’ tech company that dominates country’s economy
TSMC, Samsung and Intel battle to create ‘2 nanometre’ chips in moves that will shape the future of $500bn industry
Barriers to entry in an industry dominated by TSMC and Nvidia are very high
Arizona State’s role in building a skilled labour force is part of a national trend as investors scramble for talent
World’s biggest contract manufacturer sees broader recovery for semiconductors next year
Chemical companies in Asia have cornered cutting-edge chipmaking market as EU supply chain atrophied
