Taiwan's Taiex Index led regional gains, rising 3.05%, with TSMC up 4.6% after Meta and Microsoft reaffirmed strong AI-related capex plans. Morgan Stanley said TSMC's "major overhangs" have been ...

Chip War by Chris Miller is an account of the most competitive, most brutal industry in the world – more competitive and brutal than the oil business, which is saying something. Miller reckons that US ...