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TAIWAN

Taiwan’s Internet Access – Fiber Power, 5G Expansion, and Satellite Horizons

Taiwan’s Internet Access – Fiber Power, 5G Expansion, and Satellite Horizons

In 2022 Taiwan had about 6.55 million fixed broadband accounts, with 4.12 million (63%) fiber-based and 2.17 million (≈33%) cable modem subscribers, while ADSL subscriptions fell to around 260,000. As of 2024, the median fixed download speed is about 198 Mbps (mean ~137 Mbps), over 45% of fixed accounts enjoy 100–500 Mbps, and gigabit subscribers reached 13.5% by 2022. Taiwan is connected to roughly 10–14 international submarine cables carrying more than 95% of its international data traffic, and the early-2023 Matsu cable cuts underscored the need for backup links. By Q4 2022, three major mobile carriers—Chunghwa Telecom, Far EasTone, and
29 June 2025
AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan’s stock market heads into the third week of December with momentum still intact—but with more cross-currents than the index’s steady climb might suggest. The Taiwan Capitalization Weighted Stock Index (TAIEX) ended Friday, Dec. 12 at 28,198.02, extending its third consecutive weekly gain. Taiwan News Yet the path to that close was anything but smooth: the index set a record intraday high of 28,568.02 before a sharp pullback midweek, highlighting how quickly “AI optimism” can turn into profit-taking when positioning is crowded and year-end liquidity thins. Taiwan News With markets closed over the weekend (Dec. 13–14), investors now pivot to
14 December 2025
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Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan AI Stocks Slide as “AI-Capex Trade” Cools: TSMC Drops 2% and TAIEX Breaks Below 28,000 (Dec. 15, 2025)

Taiwan’s AI-linked stocks opened the week with a sharp reality check on Monday, December 15, 2025, as a global “risk-off” wave hit technology shares across Asia. The Taiwan Stock Exchange’s weighted index (TAIEX) fell 331.08 points (-1.17%) to 27,866.94, with turnover at NT$436.78 billion—a session defined by heavy selling in mega-cap electronics and a rotation toward smaller, theme-driven pockets of the market. Focus Taiwan – CNA English News+2Yahoo Finance Taiwan+2 At the center of the pullback was TSMC (2330)—the bellwether of Taiwan’s AI supply chain—which slid NT$30 (-2.03%) to NT$1,450, while other AI ecosystem heavyweights such as Hon Hai/Foxconn (2317)
15 December 2025
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TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

Taiwan Semiconductor Manufacturing Company Limited (TSMC) sits at the center of a strange modern triangle: AI demand, industrial policy, and geopolitics. On Dec. 26, 2025, that triangle is very much on display in the way investors are pricing (and re-pricing) TSMC stock—both on Taiwan’s market (TWSE: 2330) and in the U.S. via the ADR (NYSE: TSM). In Taiwan, shares rallied back above a psychologically important milestone while the broader market printed fresh highs. In the U.S., the ADR hovered around the high-$200s as investors weighed the next earnings catalyst and a year-end policy deadline tied to U.S. export controls. What
26 December 2025
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TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

Taiwan Semiconductor Manufacturing Company (NYSE: TSM, 2330.TW) heads into the weekend sitting near record territory and still at the center of almost every big story in chips — from Nvidia’s AI boom and new fabs in Japan and Arizona to an alleged 2‑nanometer “leak” involving a former executive who just joined Intel. As of the latest data following Friday’s U.S. close, TSM finished around $275 per share, down roughly 0.9% on the day, giving the company a market capitalization of about $1.43 trillion and placing it among the 10 largest listed companies in the world.MarketBeat+1 Despite that modest pullback, TSM
22 November 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSM Stock Forecast November 2025: Is Taiwan Semiconductor Still a Buy in the AI Chip Boom?

Updated: November 16, 2025 Taiwan Semiconductor Manufacturing Company (NYSE: TSM) sits at the center of the global AI hardware build‑out, and November 2025 has delivered a fresh wave of data points: record October sales, a blowout Q3 earnings print, a bigger capex plan, and renewed geopolitical noise around Taiwan’s chip dominance. The key question for investors now is whether TSM stock still offers attractive upside after a 50%+ surge over the last year. Investors.com+2AP News+2 Below is a detailed, SEO‑focused breakdown of the latest news, fundamentals, risks, and a 12–18 month TSM stock outlook as of mid‑November 2025. TSM Stock
16 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing “very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding that Nvidia builds GPUs alongside CPUs, networking and switches for the platform. He emphasized that Nvidia is leaning on TSMC for additional wafers to meet orders. Reuters Bloomberg separately reported that Huang has formally asked TSMC for more chip supplies as AI demand remains robust, noting his comment that business is getting “stronger month by month.” Bloomberg On memory, Huang
8 November 2025
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TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

On December 22, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) and its U.S.-listed ADR (NYSE: TSM) landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to trim exposure in recent filings. In Monday trading, TSM was changing hands around the $294 level, underscoring how closely the market is tracking the chipmaking giant’s AI-driven momentum heading into year-end. While these filings don’t reveal “today’s” trades in real time, they offer a valuable window into how professional money managers were positioning during the most recently reported quarter—especially in
22 December 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) Nachrichten heute — 8. Nov. 2025: Huang preist „sehr starke“ Blackwell-Nachfrage, bittet TSMC um mehr Wafer; Taipeh ebnet Weg für Nvidias Taiwan-Hauptquartier; NVDA stabilisiert sich nach schwieriger Woche

Vor Ort in Taiwan: Blackwell-Nachfrage, Hochfahren der Lieferkette Im Gespräch mit Reportern bei TSMCs jährlichem Sporttag in Hsinchu sagte Nvidia-CEO Jensen Huang, das Unternehmen erlebe eine „sehr starke Nachfrage“ nach Blackwell-Plattformchips – den Flaggschiff-AI-Beschleunigern des Unternehmens – und fügte hinzu, dass Nvidia GPUs zusammen mit CPUs, Netzwerken und Switches für die Plattform baut. Er betonte, dass Nvidia auf TSMC für zusätzliche Wafer setzt, um die Bestellungen zu erfüllen. Reuters Bloomberg berichtete zudem, dass Huang TSMC offiziell um mehr Chip-Lieferungen gebeten hat, da die KI-Nachfrage weiterhin stark ist, und wies darauf hin, dass das Geschäft „von Monat zu Monat stärker“ werde.
9 November 2025
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Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

NEW YORK, January 1, 2026, 19:20 ET The Pentagon said on Wednesday it awarded Lockheed Martin a contract worth up to $328.5 million for a foreign military sale to Taiwan to meet what Washington called an “urgent operational need” of the Taiwan Air Force. The deal covers 55 Infrared Search and Track Legion Enhanced Sensor pods and related processors and containers, with work in Orlando, Florida expected to be completed by June 2031. Reuters The award comes as Taiwan has remained on high alert after China staged massive drills around the island this week in an exercise Beijing dubbed “Justice
2 January 2026
Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

WASHINGTON, January 2, 2026, 13:48 ET The Pentagon awarded Lockheed Martin a ceiling $328.5 million undefinitized letter contract — a preliminary deal that lets work begin before final terms are set — for fixed-wing sensor hardware for Taiwan, a U.S. government contracts notice said. The award covers 55 Infrared Search and Track (IRST) Legion Enhanced Sensor pods, which can detect aircraft by heat, plus related equipment under the Foreign Military Sales (FMS) program, the U.S. government’s channel for selling weapons to partners. The notice said $157.3 million in FMS funds were obligated at award, work will be performed in Orlando,
2 January 2026
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Stock Market Today

Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

7 February 2026
Lucid Group shares jumped 14% to $10.86 at Friday’s close, recovering from an 8% drop the previous day. The move followed a broad Wall Street rally that lifted high-volatility stocks. Lucid reported fourth-quarter deliveries of 5,345 vehicles and full-year deliveries of 15,841. Investors await Lucid’s Feb. 24 results for updates on cash and demand.
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