https://sudonull.com/tsmc-factory-in-germany-10-billion-analysis-and-forecast
Learn how TSMC is building a factory in Dresden for €10 billion: geopolitics, technology control, benefits for Saxony and risks for the EU. Detailed expert analysis.
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https://sudonull.com/tsmc-and-sony-create-a-joint-venture-for-ai-image-sensors
Sony transitions to fab-light with TSMC: new plant in Kumamoto to focus on sensors for AI, robots, and automotive industry. Learn how the deal will affect the market.
https://sudonull.com/copos-tsmc-demands-exclusivity-from-partners
TSMC imposes strict supply bans on competitors, locking the CoPoS supply chain. Learn how this will change the chip market and why AI giants are losing choice.
https://sudonull.com/tsmc-to-raise-prices-on-3nm-chips-by-up-to-15-due-to-ai-boom
TSMC raises prices on 3nm chips by 15% due to capacity shortage and internal reasons. Who wins and who loses? Analytics and forecasts. Read more.
https://sudonull.com/samsung-4nm-chips-yield-80-and-competition-with-tsmc
Samsung achieved 80% yield for 4nm chips, attracted Groq and IBM, and is catching up with TSMC. Find out how this will change the AI semiconductor market and the balance of power in global manufacturing.
From other projects
https://ymaho.com/msci-em-record-how-ai-boom-outpaced-geopolitics
MSCI Emerging Markets Index Hit Record High Amid Middle East Conflict. Learn How a Narrow Group of AI Companies Reshaped the Risk Map. Analysis for Investors.
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