TSMC expects overseas manufacturing to reduce its consolidated gross margin by nearly two percentage points in 2026, with the impact widening to three to four points later in its expansion program. The company plans to spend $60 billion to $64 billion on capital expenditure this year. Its latest outlook calls for fourth-quarter revenue of up […]

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When Donald Trump and Xi Jinping met in Washington on September 24, AI and Taiwan shared the agenda. Xi said AI should remain “under human control” and called for continued US-China dialogue on its risks and benefits. On Taiwan, he urged Washington to “oppose Taiwan independence” and handle the issue “with caution.” Trump, for his […]

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