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Chips & Supply · Asia-Pacific

Taiwan to Curb AI Chip Exports to China as Part of US Trade Deal

Credited to Bloomberg $ · bloomberg.com · 44m ago

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Taiwan is preparing to tighten export controls on AI chips to further align with US restrictions, according to a senior official in Taipei, joining a Trump administration clampdown on the smuggling of cutting-edge semiconductors to China.

Power & SitesAsia-Pacific

The data centre IPO debacle that sparked a market meltdown

Credited to Financial Times$ · ft.com1h ago

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Decisions by Australian groups Firmus and AirTrunk have added to concerns about the AI borrowing frenzy

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Chips & Supply · Asia-Pacific

Analysis: TSMC-GF deal moves mature nodes into AI packaging: What it means for China

Credited to DigiTimes $ · digitimes.com · 2h ago

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Photograph · DigiTimes

As global wafer capacity expands rapidly, TSMC and GlobalFoundries (GF) are highlighting a fast-growing market for mature processes serving advanced applications. In particular, demand for silicon interposers, through-silicon vias (TSVs), and embedded deep trench capacitors…

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