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Total 30 articles

Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap
TechEN
Nvidia H200 Chinese demand 2026: Scrambling to close a 1.3 million unit supply gap

Nvidia is moving to ramp up H200 production via TSMC to meet a massive 2 million unit demand from China for 2026, facing a 1.3 million unit shortage.

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DH
Doyun Han
Interior of a Taiwan chip fab facility remaining stable after a 7.0 quake
EconomyEN
Taiwan's 7.0 Quake Spares Tech Giants: Semiconductor Supply Chains Hold Steady

A magnitude 7.0 earthquake struck Taiwan on Dec 27, 2025. Major chipmakers like TSMC report no significant damage, ensuring stability in global tech supply chains.

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SP
Seoyeon Park
Digital seismograph and Taipei skyline under earthquake alert
PoliticsEN
Magnitude 7.0 Earthquake Hits Taiwan: TSMC Facilities Briefly Evacuated

A magnitude 7.0 earthquake struck Taiwan's northeast coast on Dec 27, 2025. TSMC briefly evacuated staff as Taipei felt strong tremors. Get the full analysis.

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HK
Haneul Kim
PRISM

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Japanese students studying at a semiconductor university in Hsinchu, Taiwan
TechEN
From Kumamoto to Hsinchu: 7 Graduates Move to Taiwan to Master Chip Tech as TSMC Boom Ignites

Seven Japanese high school graduates from Kumamoto have moved to Taiwan to study semiconductor technology, driven by TSMC's massive expansion in Japan.

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DH
Doyun Han
U.S. Blacklists China's Top Chipmaker SMIC, Dealing Severe Blow to Beijing's Tech Ambitions
EconomyEN
U.S. Blacklists China's Top Chipmaker SMIC, Dealing Severe Blow to Beijing's Tech Ambitions

The U.S. has added Chinese chipmaker SMIC to its trade blacklist, cutting it off from key American technology. We analyze the impact on SMIC, the global semiconductor supply chain, and what it means for investors.

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SP
Seoyeon Park
Intel's $100B Gamble: The World's Most Advanced Foundry Is Open—And Empty
TechEN
Intel's $100B Gamble: The World's Most Advanced Foundry Is Open—And Empty

Intel's advanced 18A chip fab is running, but with no major customers, its $100B foundry dream faces a crisis of trust. Can US industrial policy succeed?

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DH
Doyun Han
PRISM

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