TSMC’s massive US expansion tests Trump’s labor strategy, says DIGITIMES analyst

With geopolitical pressures intensifying rapidly after Trump’s inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion in the US. However, this new investment plan still tests the Trump administration’s ability to address issues related to factory construction and talent shortages.

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‘Washington Effect’ Fuels TSMC’s $165 Billion Investment in the US AI Race

TSMC is making a high-stakes move in the global AI race with its US$100 billion expansion in the United States, bringing its total US commitment to US$165 billion. The investment marks more than just a manufacturing expansion—it is a strategic play in the geopolitical contest for AI dominance, according to experts at the International Academic Symposium on AI Governance and National Security.

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Trade war strain: US tariffs and domestic woes fuel China’s record deficit

China’s annual “Two Sessions” kicked off with the 14th National People’s Congress (NPC) and the Chinese People’s Political Consultative Conference (CPPCC), where policymakers laid out economic and fiscal strategies for the year ahead. Premier Li Qiang delivered the government work report, detailing growth targets and key policy measures for 2025.

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Eiso joins TSS Holdings; aims to boost high-end PCB revenue share

After expanding into the LED bicycle light and electric-assisted bicycle markets, PCB manufacturer Eiso Industrial has formally joined TSS Holdings. The move is part of the company’s strategy to collaborate with fellow members and strengthen its global footprint. Eiso plans to focus on high-value applications for its core PCB material research and production, particularly in satellite communications, aerospace, and 5G technologies. Additionally, the company is ramping up operations at its Guishan factory to meet the growing demands of these emerging markets.

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China’s subsidies ignite chip demand surge—but can it last?

China’s recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked a restocking surge, setting the stage for a surprisingly strong first quarter of 2025—typically a slow period due to the Lunar New Year. Most expect revenues to hold steady or rise slightly from the fourth quarter of 2024, defying the typical seasonal downturn.

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Apple’s AI split: M3 iPad Air gets intelligence feat, A16 base model left behind

Apple unveiled its latest iPad lineup, introducing two new models: the iPad Air powered by the cutting-edge M3 chip and an updated entry-level iPad (11th generation). Pre-orders opened immediately following the announcement, with devices set to release on March 12, 2025. The refresh highlights Apple’s aggressive push into performance, artificial intelligence, and affordability. It also offers insight into the company’s supply chain precision and market strategy.

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