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Technology

Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing
ByWhite Hsu - The Multinational IT Couch Potato 2026-04-162026-04-23
The advanced node competition is intensifying as Japan-backed Rapidus targets 2nm and 1nm chips. This analysis explains why high-volume manufacturing, yield, and ecosystem maturity remain TSMC’s strongest advantages.
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Technology | Business

If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?
ByWhite Hsu - The Multinational IT Couch Potato 2026-03-262026-05-12
Explore why U.S. chipmakers like Micron continue investing in Taiwan despite geopolitical risks. This analysis breaks down the AI supply chain, HBM memory, advanced packaging, and why Taiwan remains a critical global hub.
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Business

TSMC Arizona Fab: What Its Low Margins Really Tell Us
ByWhite Hsu - The Multinational IT Couch Potato 2026-02-092026-04-09
Why the TSMC Arizona fab shows much lower margins than Taiwan—and how geopolitics, work culture, and hidden costs explain the real economics of U.S. semiconductor manufacturing.
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