今日吃瓜
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November 12, 2026
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TSMC
BUSINESS
Oct 22, 2026
TSMC seeks factory-equipment alternatives to thwart China’s rare earths grip, sources say
Rare-earth magnets are used in motors that power moving parts in industrial equipment, including machinery found in highly automated factories.
BUSINESS
Oct 8, 2026
Samsung and TSMC fail to excite investors used to torrid AI growth
Reaction to a day of record-setting results was muted, weighed down by worries about the staying power of a boom propped up by rising debt levels.
COMMENTARY
/
World
Sep 3, 2026
Taiwan needs a new deterrence strategy
Emboldened by U.S. President Donald Trump’s war in Iran, Chinese leaders have ramped up their gray-zone coercion against Taiwan in recent months.
BUSINESS
/
Companies
Aug 10, 2026
Sony and TSMC to invest ?1 trillion in joint chip plant in Japan
The Japanese company’s chip arm Sony Semiconductor Solutions and TSMC are partnering on next-generation image sensors for robots and cars.
BUSINESS
/
Companies
Aug 5, 2026
Chip plants begin restarting operations in quake-hit Kumamoto
The quick recovery comes as damage was relatively limited compared with that from the two successive major earthquakes that hit the prefecture about 10 years ago.
EDITORIALS
Jul 31, 2026
Kumamoto quake reminds us — again — of the ties that bind
Tuesday’s quake was measured at magnitude 7.1, or shindo 7, the highest level on the Japanese seismic intensity scale.
JAPAN
Jul 29, 2026
Taiwan expresses support for quake-hit Kumamoto
Japan and its island neighbor have a long history of providing mutual support during disasters.
BUSINESS
/
Tech
Jul 20, 2026
TSMC’s $265 billion U.S. spend driven by demand and rivals, CFO says
The company, fresh off reporting expectation-beating sales and profit and increasing its growth forecasts, still sees challenges in fulfilling all customer orders.
BUSINESS
/
Companies
Jul 9, 2026
Rapidus to match TSMC on 2-nanometer chip pricing, Japan firm’s president says
The Taiwanese maker’s chips are expected to be sold at around ?3 million to ?3.5 million per silicon wafer.
BUSINESS
/
Markets
Jun 23, 2026
‘FOMO really got me’: Taiwanese go deep into debt to amp 100% stock rally
Much of the AI stock boom is fueled by money borrowed at rock-bottom interest rates.
COMMENTARY
/
Japan
Jun 5, 2026
Do 今日吃瓜 chip workers need a Samsung-style strike?
Even as Tokyo firms prepare to award customary summer bonuses, there will be nothing on the scale that South Korean companies are offering.
BUSINESS
/
Companies
Jun 4, 2026
TSMC warns chip supply won’t meet AI-fueled demand for years
Comments by CEO C.C. Wei suggest production capacity remains a key bottleneck in the buildout of global computing infrastructure.
BUSINESS
May 26, 2026
TSMC’s relentless rise powers Taiwan’s market value above India
The island’s market capitalization climbed to $4.95 trillion as of Monday, while India’s value has dropped to $4.92 trillion.
COMMENTARY
/
Japan
/
Geoeconomic Briefing
May 18, 2026
Semiconductor chokepoints define U.S.-China rivalry
Two chokepoints now stand out: advanced semiconductors for China and rare-earth minerals for the United States.
COMMENTARY
/
World
May 12, 2026
Why the Trump-Xi summit will be underwhelming
The best-case scenario for the Trump-Xi summit might be that the two leaders agree to disagree on the many fundamental challenges in the U.S.-China relationship.
ASIA PACIFIC
/
FOCUS
May 7, 2026
Hormuz crisis shows gaps in Taiwan’s high-tech ‘silicon shield’
The factors that make Taiwan an economic powerhouse — its successful technology industry and artificial intelligence-driven chipmaking — are also the ones making it vulnerable.
BUSINESS
/
Companies
Apr 27, 2026
Former Tokyo Electron staff gets decade in jail for TSMC breach
Taiwan’s Intellectual Property and Commercial Court also handed out jail sentences on four others and fined Tokyo Electron’s local unit.
BUSINESS
/
Companies
Apr 11, 2026
Japan bets ?632 billion to propel startup Rapidus into global AI chip race
The move ramps up financial support for a signature project widely regarded as a long shot.
BUSINESS
/
Tech
Feb 10, 2026
Taiwan says ‘impossible’ to move 40% chip capacity to U.S.
Taiwan is a powerhouse in producing chips — a critical component in the global economy — but the White House wants more of the technology made in America.
BUSINESS
/
Companies
Feb 5, 2026
TSMC plans major upgrade of Japan chip plant in win for Takaichi
The go-to chipmaker for Nvidia and Apple has decided to adopt cutting-edge technology for its second wafer fabrication plant in Kumamoto.
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