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20.03.26 - 05:06
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When secrets walk out the door: TSMC′s cross-border IP battle tests Taiwan′s legal reach (Digitimes)
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TSMC built its dominance not just on cutting-edge fabs, but on closely guarded know-how that rivals cannot easily replicate. Now, that edge is at the center of a high-stakes legal fight. Former senior vice president Wei-jen Lo stands accused of walking out with the crown jewels — key parameters and trade secrets tied to the chipmaker's most advanced processes — before crossing the Pacific to join rival Intel. The case has landed in Taiwan's Intellectual Property and Commercial Court, and the outcome could set a precedent for how the island defends its most valuable technological assets....
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18.03.26 - 18:24
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TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction (24/7 Wall St.)
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It's about time that shares of Taiwan Semiconductor (NYSE:TSM) fell into a correction. While the price of admission is still on the steeper side of the historical range, with shares going for 32.8 times trailing price-to-earnings (P/E), I am more inclined to view the latest dip as more of a buying opportunity than anything else. ... TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
The post TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction appeared first on 24/7 Wall St.....
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17.03.26 - 11:48
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Helium shortage threatens semiconductor industry (IntelliNews)
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Qatar's gas disruption is tightening the supply of helium, a natural gas byproduct that is crucial for semiconductor manufacturing and medical imaging, rapidly pushing up prices... --- “Even if Qatar’s facilities restart, the helium shortage may not end quickly. Qatar’s energy minister says normal deliveries could take weeks to months to resume after the conflict ends. The lag would likely extend a “catch-up” period for shipping schedules and contract allocations, keeping spot prices elevated and increasing the likelihood of tighter supply discipline by industrial gas distributors,” says Fitch..
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