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Places like Taiwan dominate chipmaking because they value ‘high-quality’ manufacturing, an ethos that ‘doesn’t exist in North America’

The supply chain shocks witnessed during the COVID pandemic led governments like the U.S. to ramp up their efforts to reshore manufacturing. Semiconductors, which faced particularly severe bottlenecks, became a top priority as officials promised billions of dollars in subsidies to boost domestic investment. The rationale was simple: As chips are now an essential part … Read more

TSMC denies it’s talking to Intel about chip-making joint venture

A motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. Daniel Ceng | Anadolu | Getty Images Taiwan Semiconductor Manufacturing Company denied reports that the semiconductor giant was in active discussions with Intel … Read more

ASML’s chipmaking machine orders disappoint amid tariff uncertainty

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. ASML said orders of its chipmaking machines fell short of market estimates by almost €1bn, as chief executive Christophe Fouquet warned that Donald Trump’s tariff announcements had “increased uncertainty”. Shares of ASML have been hit … Read more

Intel and TSMC are reportedly launching a joint chipmaking venture

Semiconductor giants Intel and TSMC are reportedly teaming up. The two firms are said to have reached a tentative agreement to create a joint venture that will operate Intel’s chipmaking facilities, according to The Information. TSMC will have a 20% stake in the new venture. Instead of funding its stake with capital, TSMC will share … Read more

Qualcomm CEO welcomes TSMC $100 billion investment in U.S. chipmaking

Taiwan Semiconductor Manufacturing Co.‘s $100 billion commitment to expand manufacturing in the U.S. is “great news,” Qualcomm CEO Cristiano Amon told CNBC on Tuesday, adding it helps with diversification of chipmaking locations. Amon also addressed U.S President Donald Trump’s tariff policy, suggesting longer term technology trends would outweigh any short term uncertainty. Trump announced on … Read more

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