Broadcom (AVGO) leads the ASIC market, supplying custom chips for high-performance computing. U.S. policy shifts and AI demand provide tailwinds for peers AMD and Nvidia.
Taiwan's semiconductor industry faces a talent deficit of 34,000 workers, posing a challenge to its dominant position in the global supply chain. With rapid industry expansion and demographic trends, the country must invest in skilled personnel to sustain growth.
Former House Speaker Nancy Pelosi criticized President Donald Trump's decision to deny Taiwan President Lai Ching-te permission to visit New York, calling it a dangerous signal that America "can be bullied by Beijing into silence on Taiwan."
Nvidia has reportedly ordered 300,000 more H20 AI chips from TSMC to meet surging demand in China, reversing its earlier production halt after the U.S. eased export restrictions.
Tesla's $16.5 billion chip deal with Samsung drew strong praise from Chamath Palihapitiya, Ming-Chi Kuo, and Gene Munster, who see it as a strategic leap in AI, chip manufacturing, and Tesla's long-term autonomy ambitions.
The new AI Action Plan rolled out in the United States could act as a major tailwind in the world of chipmakers like Taiwan Semiconductor Manufacturing.
The U.S. will announce results of its chip import probe within two weeks, potentially triggering new tariffs to push foreign semiconductor firms like TSMC and Samsung to expand manufacturing in the U.S., Commerce Secretary Howard Lutnick said.
