Research

Google → Intel, Korean substrate prepayments, Tokyo Electron at a new high, Shin-Etsu's first rare-earth plant in 18 years — four countries locking the layer below the die at the same frequency

Record May at NT$416.9B and market cap doubled to $1.43T to rank 9th globally — and the CBC publicly flagged that banks now pay TSMC higher rates than the policy rate to tap its cash pile

Same week as the Nvidia alliance announcement, Korea's cluster model admitted its limits for the first time

At the apex of a 60x rally, one joint-development press release redrew Japan's AI back-end map

As foreigners dumped a record NT$93.85B in one session and TAIEX futures plunged 3,006 points, every Taiwan name in the layer between TSMC and the GPU — power, thermal, rail, chassis, module memory — booked simultaneous May records at +37% to +210% YoY.

On the day Chey Tae-won said 'Jensen was the one who felt slighted,' the HBM4–SOCAMM–LPDDR roadmap dropped in one keynote