Semiconductors Chips, by the numbers

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Trump Backs Intel Against TSMC in Advanced Packaging: What the Evidence Shows

According to CNA and MoneyDJ citing The Wall Street Journal, the Trump administration treats reviving Intel as a semiconductor strategic priority, using government funding and policy to help it compete with TSMC in advanced packaging. The U.S. government converted a USD 9 billion federal grant into roughly 10% equity, becoming Intel's largest single shareholder. Trump and Commerce Secretary Howard Lutnick also asked Apple to use Intel foundries.

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SK Hynix Warns of Worst-Ever Memory Supply Shortage in 2027: Demand, Profits and Capacity Plans

According to ettoday.net and technews.tw, SK Hynix CEO Kwak Noh-Jung warned on July 10, 2026 that the global memory industry will face its worst-ever supply shortage in 2027, and that even beyond 2030 customer demand will exceed the company's output. SK Hynix posted record 2025 operating profit of KRW 47 trillion (about USD 31 billion), reversing its 2023 operating loss.

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Taiwan Stocks Reopen July 13: Catch-Up Rally Hopes Meet US-Iran Conflict Risk

According to udn Money and CNA reports, Taiwan's stock market halted trading July 10 due to Typhoon Bawi and reopens July 13. During the closure, US indices rose—the PHLX Semiconductor Index gained 3.12%. But Foreign Institutional Investors sold NT$47.132 billion on July 9, a sixth straight session of net selling, and the US launched its third round of airstrikes on Iran this week, adding uncertainty to any catch-up move.

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