How TSMC Europe reflects a long-term strategy built on trust, reliability, automotive demand, and global supply chain resilience. … More TSMC Europe: How a Global Footprint Is Strengthening Taiwan’s Semiconductor Moat
==== In recent years, China’s rapid expansion in the mature-node semiconductor foundry sector has had profound effects on the global market. Chinese players like SMIC and Hua Hong Semiconductor have significantly increased production capacity, intensifying competition in the 28nm and above process technologies. Backed by strong government support, policy subsidies, and scale advantages, these companies … More Strategic Implications of a Potential UMC and GlobalFoundries Merger Amid China’s Mature Node Expansion (中國大陸成熟製程擴張的壓力：UMC與GlobalFoundries的潛在合併)
Trump continues to impose comprehensive tariffs on Chinese imports, including semiconductor products. This policy could not only reshape the global semiconductor supply chain but also create new market opportunities for Taiwan’s mature process foundries—such as UMC, PSMC, and VIS. 1. U.S. Semiconductor Demand and the Role of Mature Process Technology Global Semiconductor Market Demand Distribution … More Trump Continues to Impose Tariffs on Chinese Goods: Is This an Opportunity for Taiwan’s Mature Process Semiconductor Manufacturers? (川普對中國商品持續加徵關稅，台灣成熟製程半導體廠商的機會是否來臨？)