The global semiconductor supply chain, a cornerstone of the modern digital economy, is undergoing an unprecedented transformation. Driven by geopolitical tensions, the lessons learned from recent disruptions like the COVID-19 pandemic, and the escalating strategic importance of chips across all industries, nations and major corporations are actively pursuing diversification and
GlobalFoundries (NASDAQ: GFS) is making a monumental leap in semiconductor production, injecting billions into its U.S. facilities to address critical supply chain demands and capitalize on explosive market growth, particularly in artificial intelligence (AI), automotive, and smart mobile sectors. This strategic expansion, significantly bolstered by the U.S. CHIPS
Taiwan's Exchange Traded Fund (ETF) market has undergone an extraordinary transformation, with total assets under management (AUM) not only surpassing NT$3.5 trillion but reaching an astounding NT$6.5 trillion (approximately US$216.96 billion) as of June 2025. This explosive growth, driven primarily by an enthusiastic retail
Global stock markets, from the bustling trading floors of Riyadh to the tech-driven exchanges of Tokyo, Taipei, and Seoul, are navigating a complex tapestry of economic shifts. Recent weeks have seen a diverse range of reactions, with some indices hitting unprecedented highs while others grapple with profit-taking and renewed volatility.
Chinese-linked hackers have ramped up cyberattacks on Taiwan's semiconductor industry and financial analysts amid tightening U.S. chip export controls, as part of a broader effort to access critical technology, cybersecurity researchers say.
China's new chip origin rule spares U.S. designers like Nvidia, AMD, and Qualcomm from 125% tariffs by exempting Taiwan-fabricated chips, while penalizing U.S.-based manufacturers like Intel, GlobalFoundries, and Texas Instruments, reshaping the global semiconductor supply chain.
GlobalFoundries Inc. may merge with United Microelectronics Corp., creating a viable alternative to Taiwan Semiconductor; deal faces Chinese regulatory hurdles.
BofA flagged that GlobalFoundries’ primary value add compared to its peers is its lack of exposure to China and Taiwan, which "might be negated" by a merger.
According to a report by Nikkie Asia, a merger between GlobalFoundries and UMC would create a larger, U.S.-based semiconductor firm with manufacturing capabilities spanning the U.S., Europe, and Asia.
Former TSMC executive Chiang Shang-Yi says Intel is no longer a chip industry leader and should stop chasing cutting-edge nodes, instead merging with mature chipmakers like UMC or GlobalFoundries to stay competitive.
Intel Corporation (NASDAQ: INTC) is undergoing strategic shifts under new CEO Lip-Bu Tan, making ETFs with significant Intel holdings a potential investment opportunity.
Intel Corp. (NASDAQ: INTC) is reportedly strategizing to rejuvenate its chip design and broaden its foundry business, with the potential of securing significant clients such as Nvidia Corp. (NASDAQ: NVDA) and Broadcom Inc. (NASDAQ: AVGO).
