In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
Category: Geopolitics
How AeroVironment, US largest UAV vendor, make money?
AeroVironment’s main customers now mostly come from the defense sector, especially the U.S. military. In 2023, the U.S. Department of Defense accounted for about 85% of AeroVironment’s total revenue.
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Apple’s Crisis Part 3:How important is China to Apple?
I know many people disagree with my title, “How Important is China to Apple? Apple Can’t Do It Without China.” However, it’s a fact, and you can’t say for sure.
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons
Why China monopolize rare earths supply? Top rare earths companies
International Energy Agency shows that China accounts for 61% of global rare earth mineral production, but controls 92% of global production at the processing stage. According to a 2025 report by the United States Geological Survey, the United States will rely on China for 70% of its rare earth compound and metal imports between 2020 and 2023.
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
Why was ASML founded?
In 1984, Philips spun off its photolithography division and became ASML. Due to backward technology, the EUV lithography machine that Intel has developed for many years has not yet been launched, and it has been decided not to have an EUV lithography machine made by an American company.