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February 24, 2025
 

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TSMC

Talks on Taiwan Semiconductor Manufacturing Co. taking a controlling stake in Intel's factories at the request of Trump administration officials are in very early stages, and the exact structure of a potential partnership hasn’t been established. But the intended result would have the world’s largest made-to-order chipmaker fully operating Intel’s U.S. semiconductor factories.
BUSINESS / Tech
Feb 15, 2025
TSMC considers running Intel’s U.S. factories after Trump team request
Trump officials raised the idea of a deal between the two companies in recent meetings with the Taiwanese chipmaker, and TSMC was receptive.
Washington plans to renegotiate some aspects of its CHIPS Act after assessing and changing current requirements, according to the sources.
WORLD / Politics
Feb 14, 2025
Trump prepares to change U.S. CHIPS Act conditions, sources say
The extent of the possible changes, and how they would affect agreements already finalized, was not immediately clear.
A worker at a Kongo factory in Kashima, Kumamoto Prefecture, carefully processes an aluminum plate using a forming press.
BUSINESS / Companies / Regional Voices: Kyushu
Jan 28, 2025
Companies in Kyushu struggle to enter TSMC’s supply chain
One report shows that firms in the region make up less than 10% of Japanese companies doing business with TSMC or its unit in Japan.
Most of the grant funding for U.S. President Joe Biden's ambitious Chips and Science Act has been awarded, and the initiative has spurred more than $400 billion in planned company investments. But much of the job remains unfinished — and broader upheaval in the chip industry will only add to the challenges.
BUSINESS / Tech / FOCUS
Jan 18, 2025
Biden’s chips team hands off $52 billion program to a skeptical Trump
Before the election, Donald Trump described the Chips Act as "so bad” and suggested tariffs would be a better solution.
Atsuyoshi Koike, the president and CEO of Rapidus, says there is a “sense of urgency” when it comes to Japan’s efforts in manufacturing semiconductors. “We have to make sure we are successful,” he says.
BUSINESS / Companies / Longform
Jan 17, 2025
Atsuyoshi Koike’s big game: Fourth down and 2 nanometers to go
The CEO and president of Rapidus says the chip venture in Hokkaido is key to Japan's fortunes.
An attendee looks at a prototype of a 2-nanometer gate-all-around wafer produced by Rapidus and International Business Machines Corp. at the Semicon Japan exhibition in Tokyo in December.
BUSINESS / Tech
Jan 3, 2025
Japanese chip industry poised for a comeback
Chipmakers will either begin operating a pilot line or start production at new plants this year.
The city of Kumamoto has seen a surge in the number of students from Taiwan, following the arrival of chipmaking giant Taiwan Semiconductor Manufacturing Co. and related businesses in Kumamoto Prefecture.
JAPAN / Society
Dec 31, 2024
Kumamoto public schools respond to influx of Taiwanese students
Taiwan Semiconductor Manufacturing Co.'s arrival in Kumamoto has heightened the need to adapt to the needs of Taiwanese families.
Taiwan Semiconductor Manufacturing Co.'s factory (left) in Kikuyo, Kumamoto Prefecture, on Feb. 23, the day before it was officially opened
COMMENTARY / Japan
Dec 22, 2024
Chip cities rise in Japan’s fields of dreams
Injections of cash are transforming once-sleepy areas, lifting stagnant house prices and triggering construction booms.
Rice fields in the town of Ozu, Kumamoto Prefecture. The water-filled paddies glistening under the sun is a symbol of a long-running effort to preserve the prefecture’s groundwater.
ENVIRONMENT / Sustainability / OUR PLANET
Nov 17, 2024
Japan's chipmaking rush pressures Kumamoto's special water supply
TSMC and others hope that support for existing projects and proper wastewater management can avoid undermining water development efforts lauded by the U.N.
A person visits TSMC Museum of Innovation in Hsinchu, Taiwan, on May 29.
ASIA PACIFIC / Politics
Nov 10, 2024
U.S. ordered TSMC to halt shipments to China of chips used in AI applications, source says
The order comes just weeks after TSMC reported that one of its chips had been found in a Huawei AI processor.
Asian chipmakers, led by Taiwan's TSMC and South Korea's Samsung Electronics, have collectively invested at least $117 billion in the U.S.
BUSINESS / Companies
Nov 7, 2024
What's at stake for Asian companies under a Trump presidency
Trump has floated the idea of a 10% or more tariff on all goods imported into the U.S.
Images of semiconductor wafers at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, Taiwan, on April 18, 2023. Taiwan's stock market emerged as the hottest major bourse in Asia over the past year, led by TSMC and Hon Hai Precision Industry.
BUSINESS / Tech
Oct 31, 2024
AI’s $1.3 trillion future increasingly hinges on Taiwan
Thousands of businesses, executives and entrepreneurs rely on the island's unparalleled combination of talent, cost and speed.
Republican Presidential Nominee Donald Trump
BUSINESS / Markets
Oct 31, 2024
Trump factor bringing uncertainty to Asian firms' U.S. investment outlook
The former president has criticized the Inflation Reduction Act as a "scam” and the CHIPS and Science Act as a bad deal.
Taiwanese chipmaker Taiwan Semiconductor Manufacturing Co. has halted shipments to a client after discovering semiconductors delivered to them found their way into Huawei products.
BUSINESS / Tech
Oct 24, 2024
TSMC cuts off client after discovering chips sent to Huawei
It’s unclear whether the TSMC client was acting on Huawei’s behalf, or where it’s based.
Taiwan Semiconductor Manufacturing Company notified the U.S. that one of its chips had been found in a Huawei product, revealing a possible violation of export restrictions on the Chinese company.
BUSINESS / Tech
Oct 23, 2024
TSMC told U.S. of chip in Huawei product after TechInsights finding, source says
The revelation could show how difficult enforcing export controls can be for both companies making highly desired products and regulators.
The Taiwan Semiconductor Manufacturing Co. campus in Hsinchu, Taiwan, on July 16. The incessant demand for electricity that the artificial boom is placing on chipmakers such as TSMC has made opposition to nuclear power harder to maintain.
BUSINESS / Tech
Oct 21, 2024
Taiwan signals openness to new nuclear tech amid surging AI power demand
Premier Cho Jung-tai's comments underscore what appears to be a shift by a government that has opposed using nuclear power for safety reasons.
The ASML headquarters in Veldhoven, Netherlands, on Thursday. Semiconductor equipment makers such as ASML have unusually long-range views of how their customers are feeling, and at the moment, they’re flashing a caution signal for everything other than artificial intelligence.
BUSINESS / Tech
Oct 21, 2024
ASML shows chasm in chip land: AI winners versus everyone else
The semiconductor equipment makers’ results sparked worries about the health of the chip industry, which is being hurt by weakness in non-AI businesses.
The Taiwan Semiconductor Manufacturing Co. logo at the TSMC Museum of Innovation in Hsinchu, Taiwan, on May 29. Analysts say TSMC's longer-term outlook, which hinges on demand for the high-end chips used to train and host artificial intelligence models, should remain intact.
BUSINESS / Tech
Oct 17, 2024
TSMC bulls expect strong results to support record-high shares
TSMC is seen as more resilient than its key equipment supplier, ASML Holding, whose outlook cut sparked a slide in global chip stocks.
A semiconductor wafer at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, Taiwan, in 2022
BUSINESS / Tech
Sep 23, 2024
TSMC and Samsung weigh adding chip factories in UAE, WSJ says
Projects of the scale under consideration could cost more than $100 billion to complete and may not come to fruition, the paper reported.
Taiwan Semiconductor Manufacturing Co.’s plant in Kikuyo, Kumamoto Prefecture. The chipmaker is building a second plant in the prefecture that is scheduled to commence production in 2027.
BUSINESS / Companies
Sep 19, 2024
Third TSMC plant in Japan remains up in the air 
Taiwan Minister of National Development Liu Chin-ching, who is on TSMC’s board, says it hasn't been decided yet.
U.S. Marines start to leave Japan, decades behind schedule
U.S. Marines during training in Okinawa last month.
Tokyo fund buys China bonds for first time on Japanification bet
Japanese investors are estimated to have increased holdings of Chinese bonds by 53% last year, the most among the markets that make up the World Government Bond Index, according to Bloomberg analysis of Japanese balance-of-payments data.
Japan's Prince Hisahito to hold first news conference on March 3
Prince Hisahito heads to greet the Emperor and Empress on the occasion of his 18th birthday in Tokyo on Sep. 6.
Ukraine promises swift deal for minerals as Trump cuts Kyiv out of peace talks
A truck carrying partially-refined titanium ore to a factory for further refining at a mine east of Kyiv.
Israel prepares to receive six more Gaza hostages as Bibas body identified
A poster depicting a hostage Omer Wenkert, at the site of the Nova festival where party goers were killed and kidnapped during the Oct. 7 attack by Hamas gunmen from Gaza, in Reim, southern Israel, on Wednesday.
As Ukraine rift emerges, Kyiv's envoy says Japan must take on bigger global role
Ukrainian Ambassador to Japan Sergiy Korsunsky speaks during an interview at the Ukrainian Embassy in Tokyo on Monday.
Japan struggles to fend off a world without enough matcha
Once a boon to tea farmers' bottom lines, the global matcha craze is now pushing producers and distributors to their limits with few options to adequately meet demand.
Shimane and Tottori to bewitch tourists with supernatural charms
In Sakaiminato, Tottori Prefecture, an entire street is dedicated to Japanese spirits, monsters and ghouls — a sign that the overall region is rich in spine-tingling tourist draws.
Japan release of Shiori Ito's documentary in limbo
Shiori Ito, who won a civil suit over a rape case against a TV reporter, in 2018. Her former lawyers claim her documentary includes footage used without the consent of sources.
Abdul Hakim Sani Brown ready to sprint past Paris disappointment
Abdul Hakim Sani Brown (center) runs during a 100-meter heat at the Paris Olympics on Aug. 3, 2024.

Podcast

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Longform

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