Recently, GlobalFoundries (GF) announced an executive reshuffle, fueling speculation that Thomas Caulfield, the company’s current CEO, will be appointed as GF’s executive chairman on April 28. This move has prompted rumors that Caulfield could soon replace Pat Gelsinger as Intel’s CEO. At the same time, swirling reports suggest TSMC may be eyeing a takeover of Intel’s wafer fabs, sparking fresh discussions about GF potentially stepping in to help TSMC by taking control of Intel’s older facilities.

To enhance AI’s role in scientific R&D, Google has introduced an “AI co-scientist,” a multi-agent AI system initially available for testing by a select group of research organizations.

Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan’s overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan’s major server ODMs relocate abroad or if TSMC increases its investments in the US, this indicator will certainly reverse and rise.