TSMC, other companies to invest $250 billion in the U.S. as part of trade deal, TSMC reportedly mulls additional $100 billion investment and four more fab modules.

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PremiumThe scale of the tariff exemptions will be tied to the scale of the investment, too.

PremiumWhile all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

It pays to be big.

TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

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PremiumAfter years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

PremiumGenerative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.