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Nvidia and TSMC produce the first Blackwell wafer made in the U.S. — chips still need to be shipped back to Taiwan to complete the final product

LOGISTICS: The Dark Fleet

October 18, 2025: Russia’s economy and war effort against Ukraine is financed by oil and other energy exports. Russia is operating under severe economic sanctions imposed to reduce that income and create economic conditions for Russia that make it...

Owner:  Daniel Masterson, Albert Nofi, James Dunningan
US stocks: Navitas Semiconductor, Bitdeer, Taiwan Semiconductor surged up to 78% this week
NVIDIA announces chip production at TSMC in Arizona
Sultan Kudarat hosts major coffee events, strengthens global agri-industry ties
TSMC seeking permit to build high-speed chip fab in central Taiwan

TSMC seeking permit to build high-speed chip fab in central Taiwan

Taipei, Oct. 18 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has applied for permission to construct a new plant in the Central Taiwan Science Park for the production of new high-speed wafers, the National Science and Technology Council...

Owner:  Taiwanese Government

Taiwan’s CPC seeks two LNG cargoes for Nov-Dec delivery, sources say

Taiwan’s CPC Corp seeks two cargoes of liquefied natural gas (LNG), with deliveries scheduled for November and December, two industry sources said on Friday. The cargoes are sought on a delivered-ex-ship (DES) basis in a tender that will close...

Owner:  Drougas Family (Jenny, Nikodemos)
AI exhibition brings late Taiwan President Lee back to life

AI exhibition brings late Taiwan President Lee back to life

An artificial intelligence-powered digital version of former Taiwan President Lee Teng-hui speaks about Taiwan's relationship with Japan at an exhibition honoring the late president near Taipei on July 30, 2025. (Kyodo) TAIPEI (Kyodo) -- An...

Owner:  The Mainichi Newspapers Co., Ltd.
Should You Buy the Post-Earnings Dip in Taiwan Semi Stock?

Should You Buy the Post-Earnings Dip in Taiwan Semi Stock?

Taiwan Semiconductor Manufacturing (TSM) stock is in focus today after the semiconductor firm reported yet another record-breaking quarter on continued robust demand for artificial intelligence (AI) chips. The company posted NT$452 billion in net...

Owner:  Apollo Global Management
Civil Society and Industry Groups Put Consumers On Guard against 228 Imported Paints with High Lead Content

Civil Society and Industry Groups Put Consumers On Guard against 228 Imported Paints with High Lead Content

Quezon City. In an exceptional display of unity to uphold the lead paint ban and protect public health against lead exposure, civil society and industry groups of the Philippines released in time for the 13th International Lead Poisoning...

Owner:  Non-transparent
The compute industrial complex (Analyst Angle)

The compute industrial complex (Analyst Angle)

The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing capacity was an elastic, on-demand resource. That model worked because capital was cheap,...

Owner:  Jeff Mucci
Taiwan ramps up drone production with $1,4B program to counter rising threats from China

Taiwan ramps up drone production with $1,4B program to counter rising threats from China

Taiwan’s Executive Yuan has approved a NT$44.2 billion (US$1.4 billion) plan to scale domestic drone production through 2030. The program aims to strengthen local defense manufacturing and position Taiwan as a democratic hub for unmanned systems...

Owner:  Alain Servaes
Nvidia begins volume production of Blackwell chips in TSMC’s Arizona fab

Nvidia begins volume production of Blackwell chips in TSMC’s Arizona fab

Nvidia Corp. today announced that its Blackwell chips have entered volume production in Taiwan Semiconductor Manufacturing Co.’s Arizona fab. The news marks a major milestone in the graphics card maker’s efforts to bring more of its supply chain...

Owner:  John Furrier & Dave Vellante
From Ukraine to Taiwan: The Global Race to Dominate the New Defense Tech Frontier

From Ukraine to Taiwan: The Global Race to Dominate the New Defense Tech Frontier

The global defense technology landscape has entered a period of accelerated transformation, shaped by intensifying geopolitical threats, battlefield-driven innovation, and increasing fiscal complexity. The ongoing war in Ukraine remains a crucible...

Owner:  Tamir Eshel
Taiwanese universities explore opportunities in India

Taiwanese universities explore opportunities in India

A high-level delegation from prominent Taiwanese universities, including National Tsing Hua University, National Kaohsiung Normal University, China Medical University, National Formosa University, Shih Chien University, and Tamkang University,...

Owner:  Amy Baker
TSMC accelerates 2 nm chip production and U.S. expansion as the global race for next-gen AI processors heats up TSMC has moved up its 2 nm production schedule in a major shift in the global semiconductor race. With its Arizona expansion and growing AI…
Drone interceptors, priority for Europe, should be for Taiwan too
Taiwan Semiconductor increased its profit to $14 billion in the third quarter
Taiwan’s first drag banquet combines temple culture with queer expression
Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything

Dear Taiwan Semi Stock Fans, Today's Earnings Could Change Everything

Today, Oct. 16, is the day that sets the tone for the next chapter of the world’s largest contract chipmaker, Taiwan Semiconductor (TSM), which unveils its Q3 2025 earnings. In an era where artificial intelligence (AI) and high-performance...

Owner:  Apollo Global Management

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