As Taiwanese chipmakers source more materials and parts locally, suppliers to the steel, plastics, and display industries are moving into Taiwan's chip sector
TAINAN, Taiwan — A surprising cast of companies, including suppliers to the steel, plastics and display industries and even a maker …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump as Nvidia supplier TS...
Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand
TAIPEI — Taiwan's exports to the U.S. exceeded its exports to China, including Hong Kong, for the first time in 26 years in 2025 …
Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation
Nikkei Asia :
How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects
The transformation of Phoenix into a semiconductor hub by Taiwan's TSMC illustrates the difficulties of large-scale projects in the United States.
Taiwan raises its 2025 GDP growth forecast to 7.37%, up from 4.45% forecasted in August, the fastest in 15 years, as AI demand boosts its electronics exports
Growth forecast for 2025 raised to 7.37%, the fastest rate in 15 years — Taiwan has sharply raised its economic growth forecast …
AI server shipments from Taiwan to the US are set to double in 2025 compared to 2024, as Foxconn, Quanta, and Wistron ramp up production to meet demand
Hideaki Ryugen / Nikkei Asia :
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam
Akash Sriram / Reuters :
MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B
Taiwan's top chip design company, MediaTek (2454.TW), expects to earn revenue of billions of dollars from its AI accelerator ASIC chips by 2027 …
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028
Nikkei Asia : X: @drikramulhaq and @charlesmok . Threads: @charlespmok X: Dr. Ikramul Haq / @drikramulhaq : U.S. semiconductor investment is set to outpace that of major chip economies China, Taiwan ...