Monica Chen

"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.

"Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients." —Richard Branson.

Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual

Industry sources indicate that while the Japanese government maintains high expectations for Rapidus, contingency plans are being developed.

Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025.

On November 25, newly inaugurated US President Donald Trump announced plans to sign an executive order imposing a 25% tariff on goods from Mexico and Canada and raising tariffs on Chinese products by 10%. The next day, November 26, speaking at the Wen-Yuan Pan Prize ceremony, former TSMC Chairman Mark Liu downplayed the potential impact on Taiwan, stating, "Taiwan primarily produces intermediate goods, so the effect will be minimal."

The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector.

Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor

Memory module maker TeamGroup anticipates heightened demand for high-end memory products in the first quarter of 2025, with low-end memory demand expected to follow suit in the second quarter.

Powerchip Semiconductor Manufacturing Corporation (PSMC) announced on November 28 the launch of its Tongluo facility in Miaoli, central Taiwan, equipped with advanced interposer production and 3D wafer stacking capabilities. This new fab, with a monthly capacity of 40,000 12-inch wafers, positions PSMC to deliver high-margin 3D AI foundry services, enabling global clients to capitalize on the accelerating growth of the AI sector.