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Taiwan, Chips, and Apple: A Geopolitical Crunch for Tech Giants
technology12 hours ago

Taiwan, Chips, and Apple: A Geopolitical Crunch for Tech Giants

The New York Times reports a 2023 CIA briefing warned a China-Taiwan invasion could disrupt global chip supply and harm both the US and Chinese economies; despite this, Apple and other chipmakers haven’t meaningfully moved production away from Taiwan. Apple is pushing some US manufacturing and TSMC is expanding in Arizona, but advanced nodes still rely on Taiwan. A conflict could trigger significant supply disruptions, though US-led allied production could mitigate some effects.

via AppleInsider|
#apple#cia-briefing#supply-chain
CIA Briefing Flags 2027 Taiwan Move as China Threatens Global Chip Supply
world1 day ago

CIA Briefing Flags 2027 Taiwan Move as China Threatens Global Chip Supply

A New York Times investigation reveals a July 2023 classified CIA briefing warned China could attack Taiwan by 2027, a session attended by Tim Cook and other tech CEOs. The report highlights Taiwan's central role in global chip production via TSMC and the potential economic fallout if access is disrupted. In response, Washington has pushed for domestic chip manufacturing through CHIPS Act subsidies, with Apple pledging substantial U.S. investment and TSMC committing large U.S. investments; however, the so‑called silicon shield remains uncertain as geopolitical tensions persist and Taiwan seeks to retain advanced manufacturing on the island.

via MacRumors|
#china#semiconductors#taiwan
Taiwan refutes U.S. plan to relocate nearly half its chip supply chain
business16 days ago

Taiwan refutes U.S. plan to relocate nearly half its chip supply chain

Taiwan’s top trade official called Washington’s bid to move 40% of the island’s semiconductor supply chain to the U.S. 'impossible,' arguing the mature ecosystem cannot be relocated. The stance comes as Taiwan and its chip giant TSMC continue expanding in the U.S. under CHIPS Act incentives, despite analysts’ view that relocating such a complex supply chain is impractical due to costs, labor constraints, and geopolitical considerations like the Silicon Shield.

via CNBC|
#business#lutnick#onshoring
TSMC Expands Arizona Footprint as Taiwan Holds Ground on U.S. Chip Shift
business16 days ago

TSMC Expands Arizona Footprint as Taiwan Holds Ground on U.S. Chip Shift

Taiwan’s vice premier says moving 40% of Taiwan’s chip output to the U.S. isn’t feasible, signaling that Taiwan will continue expanding at home even as firms grow presence abroad. Separately, TSMC is investing about $165 billion in new Arizona plants, underscoring growth in the U.S. While a tariff deal reduces Taiwan exports to 15% from 20% in exchange for increased U.S. investment, U.S. policy aims to lift domestic chip output gradually, suggesting a slow, costly shift that spreads supply over time rather than a rapid, across-the-board relocation.

via TipRanks|
#arizona#business#semiconductors
AI Chips Lift Micron and TSMC as Tesla Faces a Pivot
business16 days ago

AI Chips Lift Micron and TSMC as Tesla Faces a Pivot

The article argues Tesla’s EV-turned-robotics/AV pivot is expensive and slowing its core business, with high costs and a rich valuation, making it less attractive now. In contrast, Micron and Taiwan Semiconductor are benefiting from surging AI infrastructure demand, reporting strong recent earnings growth and trading at much cheaper multiples, positioning them as the stronger AI stock picks today.

via The Motley Fool|
#ai#business#micron
Apple Eyes Diversifying Chip Manufacturing Beyond TSMC
technology23 days ago

Apple Eyes Diversifying Chip Manufacturing Beyond TSMC

Apple reportedly is exploring diversification of its chip manufacturing away from TSMC for lower-end processors, with Intel rumored to potentially supply some Apple silicon for iPhone and select Mac/iPad chips in 2027–2028 using the 18A process; the move could broaden its supply chain amid rising AI chip demand, though no specific supplier has been confirmed.

via MacRumors|
#ai#apple#intel
NVIDIA Demand Spurs TSMC to More Than Double Capacity Over the Next Decade
technology23 days ago

NVIDIA Demand Spurs TSMC to More Than Double Capacity Over the Next Decade

NVIDIA's Jensen Huang says TSMC must expand production by more than 100% over the next decade to meet NVIDIA’s demand, underscoring a long-running AI hardware boom. TSMC is pursuing aggressive capex and fab expansion, including a major US-builtout, shifts to newer nodes (3nm to A16), and capacity prepayments that secure a large share for NVIDIA. The development highlights NVIDIA as TSMC’s largest customer and signals sustained, multi-year growth in AI infrastructure需求.

via Wccftech|
#ai-infrastructure#capacity-expansion#nvidia
TSMC's AI-Chip Surge Signals Strong 2026 Ahead
business24 days ago

TSMC's AI-Chip Surge Signals Strong 2026 Ahead

TSMC has jumped about 72% since the start of 2025 on surging AI-chip demand, leveraging its leading manufacturing tech to attract major customers and pricing power, with management raising its 2026 outlook and long‑term CAGR and planning large capex to expand capacity; at a valuation cheaper than Nvidia and Broadcom, the stock looks set for further gains as AI demand persists.

via The Motley Fool|
#2026-outlook#ai-chips#business
AI Chip Demand Sparks TSMC Rally—Is Now the Moment to Double Down?
business1 month ago

AI Chip Demand Sparks TSMC Rally—Is Now the Moment to Double Down?

TSMC delivered strong Q4 results with revenue of $33.7B (up ~26% y/y), gross margin 62.3% and operating margin 54%, as AI-data-center demand remains insatiable. The company raised its 2026 capex guidance to $52–$56B to meet rising capacity, and projects roughly 30% full-year revenue growth with robust margins (Q1 gross 63–65%, operating 54–56%). 7nm and smaller nodes accounted for 77% of revenue in Q4, while 3nm contributions rose to 28%. With a forward P/E under 21x and PEG around 0.7, the stock—up about 70% in the past year—is portrayed as undervalued by the article, which argues it could be a buy as AI infrastructure demand persists, though U.S. fabs may exert some margin pressure.

via The Motley Fool|
#ai-chips#business#capex
ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI
business1 month ago

ARK's Wood Boosts Bets on TSMC, Oklo, Pony AI

Cathie Wood's Ark Invest increased its stakes in Taiwan Semiconductor Manufacturing (TSMC), Oklo, and Pony AI on the last trading day before the holiday weekend, signaling ongoing appetite for AI/tech growth. TSMC remains a high-margin cash generator despite slowing growth, Oklo is a fast-fission energy play with revenue not expected until next year, and Pony AI is a Chinese autonomous-driving name with revenue ramp expected in coming years.

via The Motley Fool|
#ark-invest#business#cathie-wood