Tuesday, March 4, 2025

TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plant and R&D center boost US chip prowess (Ming-Chi Kuo)

Ming-Chi Kuo:
TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plant and R&D center boost US chip prowess  —  TSMC's newly announced US investment plan, unveiled on March 4, 2025, differs from the original by adding $100 billion …



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DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's "third-party infrastructure arm" after SoftBank's ~$4B takeover closed (Financial Times)

Financial Times : DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank's “third-party infrastructu...