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The Download: Taiwan’s silicon shield, and ChatGPT’s personality misstep

Taiwanese politics increasingly revolves around one crucial question: Will China invade? China’s ruling party has wanted to seize Taiwan for more than half a century. But in recent years, China’s leader, Xi Jinping, has placed greater emphasis on the idea of “taking back” the island (which the Chinese Communist Party, or CCP, has never controlled). Many in Taiwan and elsewhere think one major deterrent has to do with the island’s critical role in semiconductor manufacturing. Taiwan produces t

Taiwan’s “silicon shield” could be weakening

Squarely in the middle Taiwan’s modern security uncertainties stem from the long-­contested issue of the island’s sovereignty. After losing the first Sino-Japanese War in the late 1800s, the Qing dynasty forfeited Taiwan to Japanese imperial control. It was Japan’s “model colony” until 1945, when postwar negotiations resulted in its transfer to the Republic of China under Chiang Kai-shek of the Nationalist Party, known as the KMT. The insurgent CCP under Mao Zedong ultimately defeated the Natio

US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief

A new report out of Taiwan has revealed that the current US administration is tying the reduction on trade of trade tariffs on Taiwan to significant TSMC investment in the US. This investment includes a 49% stake in Intel. 4 Reviews ← exclude selected types The current US administration, led by President Donald Trump, has employed trade tariffs as the primary way to reduce the US's trade deficit with partner countries. However, the US tariff policy has been erratic and unpredictable. These tar

Epic Recall, Epic Fail

Expectations were turned upside down as the Epic Recall failed. “Epic Recall, Epic Win!” (大罷免,大成功) was almost an inescapable battle cry for the last few months in Taiwan. Everywhere you went there were bright-eyed bushy-tailed young volunteers asking you if you’d like to recall your local KMT legislator to “protect Taiwan and Counter China” because “they’re all in cahoots with the CCP” and “we have to protect our democracy before its too late.” Well today was Recall Election Day and to my HUGE

TSMC to start building four new plants with 1.4nm technology

TSMC to start building four new plants NEXT GENERATION: The four plants in the Central Taiwan Science Park, designated Fab 25, would consist of four 1.4-nanometer wafer manufacturing plants, TSMC said By Huang Hsu-lei, Hung You-fang and Jake Chung / Staff reporter, with staff writer Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) plans to begin construction of four new plants later this year, with the aim to officially launch production of 2-nanometer semiconductor wafers by late 2028,

Taiwan Is Rushing to Make Its Own Drones Before It's Too Late

In the span of just a few years, drones have become instrumental in warfare. Conflicts in Ukraine, Iran, Nagorno-Karabakh, Sudan, and elsewhere have shown how autonomous vehicles have become a quintessential part of modern combat. It’s a fact that Taiwan knows all too well. The island nation, fearing imminent invasion from China, has both the need, know-how, and industry necessary to build a robust and advanced drone program. Yet Taiwan, which has set an ambitious target of producing 180,000 d

Chip stocks fall on report U.S. could terminate waivers for Taiwan Semi and others

A motorcycle is seen near a building of the Taiwan Semiconductor Manufacturing Company (TSMC), which is a Taiwanese multinational semiconductor contract manufacturing and design company, in Hsinchu, Taiwan, on April 16, 2025. Semiconductor stocks declined Friday following a report that the U.S. is weighing measures that would terminate waivers allowing some chipmakers to send American technology to China. Commerce Department official Jeffrey Kessler told Samsung Electronics , SK Hynix and Taiw

Taiwan joins chip war escalation, blocks exports to Huawei and SMIC

What just happened? Taiwan has imposed sweeping new export controls on two of China's most critical technology firms, Huawei Technologies and SMIC, thereby escalating a high-stakes battle over the future of advanced semiconductors and artificial intelligence. The move, announced by Taiwan's Ministry of Economic Affairs and approved by the International Trade Administration, places both companies on the strategic high-tech commodities entity list, a roster that includes organizations such as the

Taiwan blacklists China's Huawei and SMIC, further aligning with U.S. trade policy

The U.S. has placed major chip export restrictions on Huawei and Chinese firms over the past few years. This has cut off companies' access to critical semiconductors. Taiwan has added China's Huawei and SMIC to its trade blacklist in a move that further aligns it with U.S. trade policy and comes amid growing tensions with Beijing. The two leading Chinese chip firms have been put on Taiwan's "Strategic High-Tech Commodities Entity List," along with many of their international subsidiaries. Tai

Hong Kong bans video game using national security laws

Hong Kong authorities have warned their residents against downloading a Taiwan-made game called Reversed Front: Bonfire, which they're accusing of advocating for armed revolution and promoting "secessionist agendas, such as 'Taiwan independence' and 'Hong Kong independence.'" As Bloomberg notes, this is the first time the special administrative region of China has invoked national security laws to ban a video game. The legislation, a national law from Beijing and a local security law passed in 2

Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan

The big picture: The U.S. and many Western markets are simply not as efficient as Taiwan in building semiconductor fabrication (fab) operations. According to reports, 18 new fab construction projects are planned for 2025 alone, making it crucial to address these challenges. The West must streamline fab construction processes to catch up with the well-established semiconductor ecosystems of Taiwan and other Asian manufacturing hubs. TSMC encountered significant challenges when it began construct