Micron Technology is set to purchase a fabrication site in Taiwan from Powerchip Semiconductor Manufacturing for $1.8 billion, aiming to boost its memory chip production.

The U.S. signed a trade deal with Taiwan to revitalize its semiconductor sector through investment, credit guarantees and trade incentives.

Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing (NYSE:TSM) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.

In dollars and cents, TSMC guided investors to expect Q1 revenue of $34.6 billion to $35.8 billion, implying sequential growth of up to 9%. Management says profit margins should be in the 63% to 65% range (gross) and 54% to 56% (operating).

The U.S. agreed to lower tariffs on Taiwanese imports to 15%. In return, Taiwan agreed to make $250B investments to expand U.S. semiconductor manufacturing.

The money will go toward expanding production capacity at Tekscend Photomask's Round Rock manufacturing facility.

Shares of Taiwan Semiconductor Manufacturing (TSM) rose about 5% premarket on Thursday after the global foundry's fourth quarter net income jumped 35% year-over-year.

Texas Gov. Greg Abbott announces a $3.5M grant for TSTC's 10-week semiconductor training program, boosting workforce skills.

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA A PROCLAMATION 1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a