The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem
The Rise of the AI Industrial Complex: How America is Quietly Building Its Sovereign AI Semiconductor Ecosystem Why is the U.S. investing heavily in semiconductors? Is TSMC’s Arizona expansion merely a response to political pressure? In reality, U.S. semiconductor policy is focused on building a sovereign AI manufacturing
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession?
Q1 2025 semiconductor market decline: Seasonal adjustment or sign of technical recession? Major semiconductor companies generally expect revenue to decline, with an average drop of approximately 9%, significantly exceeding the historical average of 5%. To determine whether this is a temporary adjustment or a sign of a deeper
The transformation of the semiconductor industry under the ‘America First’ policy
The transformation of the semiconductor industry under the ‘America First’ policy. In the global semiconductor industry’s development, the implementation of the U.S. “America First” policy has led governments to increase support for their local semiconductor industries. As a result, the global semiconductor industry is entering an era of
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response
The impact of U.S. tariffs on the high-tech industry and TSMC’s potential response The Trump administration’s tariff threats against TSMC and Taiwan’s semiconductor industry reflect the U.S. strategic goal to reduce its reliance on foreign-made chips. However, the global semiconductor supply chain is complex, and U.S. companies depend