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If China invades Taiwan and cuts off its chip exports to American companies, the tech industry and the U.S. economy would be crippled.Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size of Maryland that makes 90 percent of the world’s high-end computer chips. In secret briefings held in Washington and Silicon Valley, national security officials warned executives from companies like Apple, Advanced Micro Devices and Qualcomm that China was making plans to retake Taiwan, which Beijing has long considered a breakaway territory. A Chinese blockade of Taiwan, the...

Apple is beginning to bring its semiconductor manufacturing supply chain back to the United States. Nearly all of the most advanced chips are made in Taiwan, which China has threatened to annex. Concentrating chip supplies on an island that could be invaded, or face steep U.S. tariffs from Trump, is a big risk to Apple's business. To find out how far the company still has to go, WSJ reporter Rolfe Winkler visited several of the company's suppliers including TSMC, ASML and Foxconn in the Southwest. Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ | 10:37 The...

Taiwan has told Washington that its proposal to move 40% of the island’s semiconductor supply chain to the U.S. was “impossible,” Taipei’s top tariff trade negotiator said in an interview. Speaking on a local television broadcast Sunday, Vice Premier Cheng Li-chiun said she had made it clear to Washington that the island’s semiconductor ecosystem, built over decades, could not simply be relocated. Taiwan’s international expansion, including its investments in the U.S., is predicated on the notion that the industry remains’ rooted in Taiwan and continues to expand domestic investments, she said in Mandarin, translated by CNBC.

Kevin Green is back to break down a pair of movers in the semiconductor space. Onsemi (ON) shares are looking for direction after a mixed earnings report. Meanwhile, TSMC (TSM) executives say the White House's plans to relocate up to 40% of its supply chain to the U.S. is "impossible." KG later turns his attention to the Cboe Volatility index (VIX) as it continues a recent upward trend. He notes the $26 level as a potential one to watch that could "wash away some of the bulls." For Tuesday's trading range for the S&P 500 (SPX), KG is looking at...

TSMC has quietly revealed that it had commenced volume production of chips using its N2 (2nm-class) fabrication process. The company did not issue a formal press release notifying about the production start, but the firm had said multiple times that N2 was on track for volume manufacturing in Q4, so the plan has been fulfilled.

The world's leading manufacturer of advanced chips is TSMC in Taiwan. Back in 2020, President Trump helped convince TSMC to make a major investment in building chips here in the US, specifically in Arizona.Taiwan Semiconductor Manufacturing Company has agreed to build an advanced chip factory in the United States, in a response to the Trump administration’s growing concerns about the security of the global electronics supply chain and its competitive tensions with China.The decision by T.S.M.C., which operates enormous plants in Taiwan to produce chips used in most smartphones and many other devices, was confirmed late Thursday after earlier press...

The RAM Shortage Comes for Us All | 4:29 Jeff Geerling | 1.01M subscribers | 1,265 views | December 4, 2025

HSINCHU, Taiwan - Silicon Valley may be the heart of global tech, but its pulse depends on a special kind of lifeblood — high-end microchips — many of which flow out of a science park on Taiwan's west coast. The park has been home to Taiwan Semiconductor Manufacturing Company, or TSMC, since the company's inception nearly four decades ago. It is from this base that TSMC made itself indispensable to modern life; its chips are in everything from cell phones to cars. By some estimates, it produces over 90% of the world's most advanced chips. But the calculus has been...

Taiwanese National Science and Technology Council Minister Wu Cheng-wen said that Taiwan and the United States have reached a “consensus” to keep tariffs off Taipei’s semiconductor industry.The Taiwan Semiconductor Manufacturing Company Ltd. headquarters in Hsinchu, Taiwan, on Oct. 20, 2021. AP Photo/Chiang Ying-ying, FileIn a Financial Times interview published on Nov. 20, Wu said that Taiwan will support the United States in building its chip industry, and in return, the United States will offer tariff relief for the island’s semiconductor sector.“Of course, there’s the recipes of how to make the chips, but it’s also about the science park management, attracting...

This is a deep, physics-based look into the future of the transistor, beyond the current FinFET and the emerging Gate-All-Around (GAA) architectures. The Next Transistor: Inside TSMC's Push for CFETs | 19:52 Behind Asia | 423K subscribers | 20,647 views | November 5, 2025

Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend. Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. | 15:41 CNBC | 4.01M subscribers...

The plaintiffs claim TSMC favored hiring workers from Taiwan and mainland China, often excluding non-East Asian applicants. They allege that job fair invitations, internal documents, and even key meetings were conducted in Chinese, marginalizing American employees. Some U.S. workers said they were openly mocked as “lazy” and “stupid” by Taiwanese managers. Plaintiffs also claimed that nearly half of the workforce at TSMC's Arizona fab is employed on foreign work visas, and that American employees were gradually pushed out.

President Donald Trump is expected to announce a $100 billion investment from Taiwan Semiconductor Manufacturing to bolster chip manufacturing over the next four years in the U.S, NBC has learned. The Wall Street Journal first reported the news. TSMC, which supplies semiconductors to the likes of Nvidia and Apple for artificial intelligence use, would help support the Trump administration’s efforts to make the U.S. an artificial intelligence hub. Last month, Trump announced a multibillion-dollar AI infrastructure project with Oracle , OpenAI and Softbank. Trump has repeatedly called out and accused Taiwan of stealing the U.S. chip manufacturing business and touted...

President Donald Trump is expected to announce a new and major investment in American manufacturing from the White House Monday afternoon, marking yet another economic victory less than two months into his second term. "Taiwan Semiconductor Manufacturing Co. intends to invest $100 billion in chip-manufacturing plants in the U.S. over the next four years under a plan expected to be announced later Monday by President Trump, according to people familiar with the matter," the Wall Street Journal reports. "The investment would be used to build out cutting-edge chip-making facilities. Such an expansion would advance a long-pursued U.S. goal to regrow...

There are rumors that Intel and TSMC might team up to produce chips, and this news has stirred strong reactions from experts, industry insiders, politicians -- and, naturally, Intel employees, too. For example, one Intel engineer, Joseph Bonetti, posted on LinkedIn (though he later deleted his post) that Intel is about to reclaim its leadership in chip-making and win over more customers. He warned that giving TSMC control over Intel's manufacturing would be a big mistake.Intel is also leading in another area by using advanced machines from ASML -- a toolset with which only Intel has experience [sic]. Although Intel's...

Chip designers Nvidia and Broadcom are running manufacturing tests with Intel, two sources familiar with the matter told Reuters... indicate the companies are moving closer to determining whether they will commit hundreds of millions of dollars' worth of manufacturing contracts to Intel...Advanced Micro Devices is also evaluating whether Intel's 18A manufacturing process is suitable for its needs but it was unclear if it had sent test chips through the factory...The success of Intel's contract manufacturing business, or foundry, was the centerpiece of former CEO Pat Gelsinger's plan to revive the once iconic American technology company. But the board fired Gelsinger...

Gelsinger took to X on Monday to suggest that the market's assumptions were wrong. He said that instead of reducing demand, making computing "dramatically cheaper" and more efficient to use — as DeepSeek appears to have done — "will expand the market for it." The former Intel boss, who retired from the company in December after struggling to capitalize on the AI boom, also suggested that the Chinese engineers at DeepSeek "had limited resources, and they had to find creative solutions" to squeeze performance out of their models. The AI industry has insisted that models become smarter when powered with...

Shares of Intel (INTC) jumped on Tuesday morning, the first day of trading since new reports emerged over the weekend that the chipmaker is the center of acquisition talks once again. Chip designer Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Company (TSM), the biggest chipmaker in the world, are each in the early stages of considering bids that could see the American chipmaker be broken up, the Wall Street Journal reported over the weekend citing people familiar with the matter.

Rumors are swirling about a possible takeover of Intel. Nothing has been inked, but Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) both are in the early stages of proposing potential deals, according to The Wall Street Journal. Broadcom could potentially seek a deal for Intel’s chip design assets, while TSMC eyes its manufacturing capabilities.Intel interim executive chairman allegedly met with buyers, government Broadcom and TSMC are not officially working together, and any plans either company has for deals with Intel are in preliminary stages, The Wall Street Journal said. However, Intel’s Interim Executive Chairman Frank Yeary has allegedly met with...

Broadcom and Taiwan Semiconductor Manufacturing Co. are reportedly weighing plans to bid for Intel that would result in the storied chipmaker breaking up.According to The Wall Street Journal in a report Saturday, Broadcom has been looking into Intel’s chip-design and marketing business and and has “informally discussed” a bid with its advisers if it finds a partner for Intel’s chip-making operations.The report said TSMC has examined taking over some or all of Intel’s chip plants, meanwhile, as part of an investor consortium or another structure.