➀ The expansion of TSMC's fabs in Arizona raises concerns in Taiwan about the potential loss of its 'Silicon Shield';

➁ TSMC has assured Taiwan that it will maintain the most advanced technology in Taiwan and that the foreign fabs are not the most advanced;

➂ The Taiwan government's approval is required for TSMC's foreign investments above $45.5 million.

➀ The investor community is in a state of uncertainty about Intel's future;

➁ TSMC's preference for building its own fabs over taking over Intel's has raised concerns;

➂ The US administration's view on Intel's capability to be a leading-edge domestic supplier is questioned.

➀ Acer CEO Jason Chen announced a 10% price increase for laptops in the U.S. starting from March 2025, attributing it to incoming tariffs from the Trump administration.

➁ The price hike is expected to affect the assembly of laptops that left China after February 2025.

➂ The move could set U.S. customers back by $143 billion, according to the Consumer Technology Association.

JD Vance from the Trump administration addressed the Paris AI Conference, emphasizing the opportunities of AI and cautioning against excessive regulation. He highlighted the importance of maintaining AI as a tool for economic innovation, job creation, and national security, without falling into ideological biases or restrictive policies.

Vance also mentioned the administration's commitment to keeping the US at the forefront of AI development and the importance of fostering international collaboration.

He expressed concern over reports of foreign governments considering restrictive policies on US tech companies and emphasized the importance of innovation and free speech in the development of AI.

➀ Diamond semiconductors are poised to become the future king of semiconductor materials due to their exceptional physical properties like hardness, acoustic velocity, thermal conductivity, and Young's modulus.

➁ Diamond semiconductors are highly suitable for power semiconductors due to their excellent dielectric breakdown strength, high thermal conductivity, and high-frequency operation capability.

➂ Japan is leading in the research and development of diamond semiconductor materials, with companies like Orbray and Saga University making significant breakthroughs.

➃ Diamond semiconductors have potential applications in communication satellites, nuclear power, and quantum computing.

➄ The United States and Europe are also actively investing in diamond semiconductor research and development, with companies like Diamond Foundry and DIAMFAB making advancements.

➅ China is also making progress in diamond semiconductor research and development, with companies like Hefeng Diamond and Shangtian Xuan Semiconductor Technology Co., Ltd. leading the way.

➀ Five new SiC-related projects have been announced with an investment exceeding 200 billion yuan;

➁ Tarq Semiconductors and HCL's Vama Sundari Investments are investing 27.65 billion yuan in two semiconductor manufacturing factories in Yeadon, India;

➂ Shanghai Fuanyuan Technology Co., Ltd. is investing 115 million yuan in a SiC module packaging equipment R&D and production project;

➃ Huaxin邦 is investing in a SiC chip advanced packaging process line in Haikou, Hainan Province;

➄ Powerex has received 2 million yuan in subsidies from the U.S. Chips and Science Act to expand SiC module production lines;

➅ Heraeus has opened a ceramic substrate factory in Changshu, Jiangsu Province.