TSMC’s message to the world: Taiwan is still the chip capital

TSMC is moving full steam ahead with its cutting-edge 2-nanometer production, reinforcing its commitment to Taiwan even as it expands globally. In a recent statement, TSMC Executive Vice President and Co-Chief Operating Officer Y.P. Chyn confirmed that the company’s new Fab 22 in Kaohsiung will surpass NT$1.5 trillion (US$46.2 billion) in total investment to meet surging global demand.

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Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt

In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement sent shockwaves through China’s tech industry, raising concerns about whether the country’s three major internet giants—Tencent, Baidu, and Alibaba, which have long relied on Nvidia GPUs as the core for large model training and AI development, are prepared to respond.

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Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year’s I/O developer conference. Unlike previous events where the tech giant labored to explain the power of its AI models—often to the detriment of product clarity—this year’s showcase offered a focused, product-forward strategy that resonated with both developers and market watchers.

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Auto parts shift gears: Waffer and Getac hint at a 2025 rebound

The automotive supply chain, battered by a challenging year in 2024, is finally showing signs of recovery, with component manufacturers leading the way into a period of renewed growth. While the automotive market cooled last year, the slowdown was not due to weak sales but rather to automakers’ deliberate inventory reductions—a trend expected to reverse in 2025.

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Yageo taps chair’s eldest daughter as director amid succession speculation

Passive component giant Yageo held its annual shareholders’ meeting on May 27, 2025, personally chaired by Chairman Pierre Chen. During the meeting, a proposal to add two new directors was approved. Among them, Joy Chen, the chairman’s eldest daughter, was elected as a group director, while the other seat was filled by Charles Hsu, chairman of TTFB.

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TSMC’s CoWoS boom squeezes substrates, stirs NAND pricing

Mitsubishi Gas Chemical (MGC), the world’s leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing shortage is expected to trigger mid- to long-term disruptions in the substrate supply chain. Rising gold prices and extended lead times are already inflating costs across the NAND flash controller segment, potentially benefiting suppliers like Phison Electronics and Silicon Motion Technology through higher pricing leverage.

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