Former President Donald Trump is once again levelling accusations at Taiwan, claiming the island has 'stolen' the US chip industry. This recurring rhetoric puts TSMC, the world's leading contract chip manufacturer, in a precarious geopolitical and economic spotlight.
The party's over, folks. A veteran Samsung exec says the memory market's boom could turn to bust sooner than we think.
Everlight Electronics is injecting $56.5 million into its Thai subsidiary to construct a new automotive LED plant. This strategic move signals a push to deepen its position in the critical auto supply chain, even as raw material expenses bite into profits.
Prepare for sticker shock. The global power chip market is tightening, driven by an AI gold rush and a brutal battle over new materials.
Forget distant futures. The trillion-dollar chip era isn't just coming; according to industry titans, it's practically knocking down the door. But are we ready for the fallout?
Intel's dropping its Q1 2026 numbers on April 23, but don't expect fireworks. Twenty years covering this circus, I've seen enough earnings rituals to know: the real story's in the red ink.