Discussion

• @jchengwsj Jonathan Cheng on x

  @ByChunHan ... Taiwan tensions highlight the world's dependence on the island's chip industry. In an interview with CNN, TSMC Chairman Mark Liu warned that conflict would render inoperable its factories, which “depend on real-time connection with the outside world.” https://www.w…

• @speakerpelosi Nancy Pelosi on x

  Our Congressional delegation had the great privilege of meeting with the Vice President of the Legislative Yuan Tsai Chi-chang here in Taipei. We reiterated our ironclad support for Taiwan's democracy, including on matters of security & stability, economic growth and governance. …

• @speakerpelosi Nancy Pelosi on x

  We also spoke virtually with Legislative Yuan President You Si-kun and wished him a speedy recovery. https://twitter.com/...

• @akinunver @akinunver on x

  ‘TSMC is building a chip factory in Arizona — and considering constructing several on the site — in a project seen as key to U.S. national security’ https://www.washingtonpost.com/ ...

• @business @business on x

  One of Nancy Pelosi's key meetings on her whirlwind tour of Taiwan reportedly is TSMC, the island's most valuable company and world's biggest contract chipmaker https://www.bloomberg.com/...

• @pelositracker_ Nancy Pelosi Stock Tracker on x

  Breaking: Pelosi set to meet with $TSMC, Taiwan's largest Semi Conductor Manufacturer “To discuss implementation of the recently passed Chips Act, which provides $52 billion of federal subsidies for domestic chip factories” $TSMC is currently building a chip facility in Arizona

• @silvermanjacob Jacob Silverman on x

  TSMC is the most important company in the world (ASML might be 1A) and maybe we should all chill and take it easy before things get worse. Pelosi should check out Thailand or Cambodia instead. Great tourism there, not many semiconductor fabs. https://twitter.com/...

• @muradahmed Murad Ahmed on x

  Important story, this. Samsung and SK Hynix, leading Korean chipmakers, are reevaluating investments in China. Why? They've read the US Chips Act and realised they'll have to take a side. And they're choosing the US - by @crsdavies for @FT https://www.ft.com/...

• @leilamechoui Leila Mechoui on x

  The passing of the Chips Act is a far more significant event in the US/CN imperial competition than the Pelosi visit. It shows that the US is getting serious about re-shoring key strategic industries. If it can be successful in doing so, THEN war... https://www.ft.com/...

• @chinabeigebook @chinabeigebook on x

  “#Intel has lobbied hard against the move to curb US investments in #China's chip sector & in '21 wanted to ⬆️production in China...Yet only #TSMC is making advanced chips in 🇨🇳 at the moment. Its Nanjing facility makes 28nm & 16nm chips, = SMIC's best” https://www.bloomberg.com/…

• @nikkeiasia @nikkeiasia on x

  SEMICONDUCTORS | THE CHIPS ACT CHALLENGE Chipmakers are cheering Washington's long-awaited passage of a bill to provide funding for the U.S. semiconductor industry, but accepting those subsidies could tie their hands when it comes to investments in China. https://asia.nikkei.com/…