Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’
"DeepSeek’s technological innovations are real," Gregory Allen, director of CSIS’s Wadhwani AI Center, wrote on Friday.
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TSMC Posts Strong Start To 2025 With 39% Revenue Surge In 2 Months, Retail Cheers Despite Trump Tariff Worries
Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) posted a 39% surge in revenue during the first two months of 2025 in signs ...
AI Around The World – TSMC Pumps More Money Into U.S. Operations
News of more investment from the top chip manufacturer is exciting for Americans – but how about international competitors?
AI Chipmaker Stock Sell-Off: Here Are My Top 2 Semiconductor Stocks to Buy Now
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US to hold hearing on China's efforts to boost semiconductor industry
The U.S. Trade Representative's Office will hold a hearing on Tuesday into older Chinese-made "legacy" semiconductors that ...
Taiwan Semiconductor Chief Says US Expansion Not Driven By Political Pressure, But AI Boom, Warns of Supply Shortage
Taiwan Semiconductor plans $100b investment in US to meet high demand from customers for chips powering AI and smartphones.
Taiwan Mulls Travel Warnings For Pro-China Nations Amid Beijing's Crackdown On Independence Supporters: Report
In the face of Beijing's crackdown on Taiwan independence supporters, Taiwan is contemplating issuing travel advisories for ...
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Business Giants, Foreign Countries Have Already Committed To Pouring Over $1 Trillion Into US Since Trump’s Return
A bevy of major corporations and foreign countries have pledged to pour billions into the U.S. since President Donald Trump ...
Taiwan Feb exports beat forecasts as chip demand jumps before feared Trump tariffs
Taiwan's exports rose more than expected in February as demand for artificial intelligence related technologies got a boost ...
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How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from ...
GlobalWafers' Outlook Gradually Improves in 2025, Benefits From New TSMC US Investment
Our fair value estimate for GlobalWafers is TWD 620 per share, at which GlobalWafers would trade at 2025 price/earnings ratio of 21 times and 1.7% dividend yield. We use a weighted average cost of ...
TSMC’s $100 billion U.S. commitment could calm Taiwan tensions
Taiwan-based TSMC fabricates the vast majority of the advanced chips for AI and smartphones. Now more of that fabrication ...