Taiwan
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Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero (Chris Miller/The Atlantic)
Chris Miller / The Atlantic: Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone’s complex…
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TSMC begins mass production of next-gen 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also plans to build 2nm plants (Debby Wu/Bloomberg)
Debby Wu / Bloomberg: TSMC begins mass production of next-gen 3nm chips in Taiwan, which need ~35% less power than…
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TSMC's planned Arizona chip plant is catalyzing real estate development in northern Phoenix, bringing in hundreds of skilled workers from Taiwan, and more (Cheng Ting-Fang/Nikkei Asia)
Cheng Ting-Fang / Nikkei Asia: TSMC’s planned Arizona chip plant is catalyzing real estate development in northern Phoenix, bringing in…
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A look at Europe's chip self-sufficiency plans, aided by ASML and others; SEMI estimates 10 new facilities in Europe by 2025, compared to 21 in Taiwan (Financial Times)
Financial Times: A look at Europe’s chip self-sufficiency plans, aided by ASML and others; SEMI estimates 10 new facilities in…
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