Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing

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. … More Advanced Node Competition: What Rapidus Reveals About the Real Moat in Semiconductor Manufacturing

Visiting TSMC Kaohsiung Fab 22: The World’s Most Advanced Semiconductor Plant (走訪台積電高雄廠 Fab 22:全球最先進半導體廠房)

First Encounter: A Colossal Technological Giant During the recent Lunar New Year holiday, I took a detour to Houjin in Kaohsiung and made a special stop at the under-construction TSMC Kaohsiung Fab 22. Standing in front of this massive, ultra-modern building complex, I truly felt how small I was in comparison. The overwhelming scale and … More Visiting TSMC Kaohsiung Fab 22: The World’s Most Advanced Semiconductor Plant (走訪台積電高雄廠 Fab 22:全球最先進半導體廠房)