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November 25, 2024
 

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TSMC

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.
The Taiwan Semiconductor Manufacturing Company facility in Phoenix. The tech giant modeled its facility in Phoenix on one at home. But bringing the company's highly complex manufacturing process to America has been a bigger challenge than it expected.
BUSINESS / Companies
Aug 10, 2024
What works in Taiwan doesn’t always work in Arizona, a chipmaking giant learns
Bringing TSMC's highly complex manufacturing process to America has been a bigger challenge than it expected.
Inside TSMC’s plant in Taiwan. Chip plants, with rows of advanced equipment, require massive amounts of electricity.
BUSINESS / Companies / Regional Voices: Kyushu
Aug 5, 2024
TSMC’s Kumamoto plant pledges to use 100% renewables despite high costs
The move is not just an exercise of corporate responsibility but also a response to demands from the chipmaker's large customers.
While chip stocks have been on a tear this year, some strategists see signs of overheating within the sector.
BUSINESS / Tech
Jul 22, 2024
Top Taiwan tech fund says there’s still more juice in AI rally
Fund manager sees more opportunities in Taiwanese and Japanese stocks amid tensions between the U.S. and China.
The S&P 500 drops from all-time highs amid a selloff in chipmakers.
BUSINESS / Tech
Jul 18, 2024
High-flying chipmakers see worst plunge since 2020
Concern about tighter U.S. restrictions on chip sales to China spurred a selloff in the industry that has led the bull market in stocks.
Shares in Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker and a major Apple and Nvidia supplier, closed 2.4% lower on Wednesday.
WORLD / Politics
Jul 17, 2024
Trump says Taiwan should pay for defense, sending TSMC stock down
The U.S. is Taiwan's key international supporter and arms supplier, although there is no formal defense agreement between them.
Taiwan Semiconductor Manufacturing Co. (TSMC) is the world's leading chip contract manufacturer.
BUSINESS / Tech
Jun 5, 2024
Chinese AI chip firms downgrading designs to secure TSMC production
They submitted the less-powerful designs to TSMC — the world's leading chip contract manufacturer — to comply with U.S. restrictions, sources say.
The Taipei 101 building in Taipei in December 2023. Taiwan was the biggest recipient of foreign inflows in May among emerging Asian countries excluding China.
BUSINESS / Tech
Jun 3, 2024
AI fever lures $2.7 billion foreign funds back to Taiwanese stocks
Taiwan’s dominant position in the AI value chain will get another boost this week as tech giants gather on the island for its annual electronics showcase event.
Taiwan Semiconductor Manufacturing Co. has pledged to build three advanced plants in the U.S. state of Arizona with total investments exceeding $65 billion.
BUSINESS / Companies
May 27, 2024
TSMC’s foreign investments are good for Taiwan, official says
TSMC is the world’s biggest contract chipmaker, with Apple and Nvidia relying on it for their most important products.
Taiwan stuns Samurai Japan to capture Premier12 title
Japan starter Shosei Togo reacts after allowing a three-run home run against Taiwan in the fifth inning of the Premier12 final on Sunday.
Ishiba shelves proposal for liaison offices with North Korea amid rising tensions
Prime Minister Shigeru Ishiba speaks on Saturday in Tokyo at a rally that was held by a group of families of Japanese citizens abducted by North Korea decades ago to demand the immediate return of all abductees.
How Japan can exit the fossil fuel subsidies it can’t seem to quit
A man walks past a gasoline station in Tokyo on Thursday.
Woman dies after train collides with car in Tochigi
A Moka Railway train car
Japan beats Taiwan ahead of rematch in Premier12 final
Keita Sano celebrates with his teammates after scoring on Kotaro Kiyomiya's two-run triple against Taiwan during their Premier12 game at Tokyo Dome on Saturday.
How Japan can exit the fossil fuel subsidies it can’t seem to quit
A man walks past a gasoline station in Tokyo on Thursday.
An iconic 32-foot doughnut might give Randy’s an edge in Japan
Randy's Donuts in Inglewood, California. Replicas of the giant doughnut sculpture will be installed, where possible, at shops in Japan.
Tokyo’s newest three-star chef wants ‘harmony across every detail’
British-born Daniel Calvert earned his third Michelin star last month — a stunning achievement considering his restaurant, Sezanne, has only been open for just over three years.
133-year-old Kyushu railway station remains to be partially preserved
The remains of the original Moji Station in Kitakyushu
After Shohei Ohtani bump, Iwate ironware maker sees brighter future
Kaito Kikuchi's decision to send superstar Shohei Ohtani one of his company's traditional ironware tea kettles has paid off with a surge of interest from general consumers.

Podcast

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Kabukicho: Tokyo’s ‘stadium of desire’

Longform

Totopa in Tokyo’s Shinjuku Ward was picked by consultants TTNE as the best sauna of the year.
Japan’s sauna movement: Relax, refresh, repeat
By Greg Dvorak

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