The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel’s foundry business. Chang, in his straightforward style, asserted that Intel has yet to master the foundry business, while Barrett, writing recently in Fortune magazine, acknowledged that although Intel still faces challenges in chip design, particularly with the shift toward AI applications, the company is unmistakably regaining ground in manufacturing technology. According to Barrett, Intel’s revival is already well underway.

US President Donald Trump has unleashed a new wave of tariffs that’s sending shockwaves through global supply chains. As a result, Taiwanese businesses have been caught squarely in the crossfire as they navigate increasingly complex US- Sino trade relationships. The new administration implemented a 25% tariff on imports from Canada and Mexico, fulfilling the incumbent President’s threats. This move expands the protectionist trade agenda that already includes a 10% additional duty on Chinese goods and renewed tariffs on steel and aluminum imports.

Fluence, one of the world’s top five energy storage providers, is expanding its global footprint with major projects. Martin Tzou, Fluence Energy Taiwan’s general manager, outlined Taiwan’s evolving energy storage market, pinpointing two emerging growth drivers: behind-the-meter storage and AI data centers. He noted that Taiwan’s AI data centers face two key hurdles—land constraints and a lack of energy storage applications.