bearish
Tech Supply Chain Tracker (09-Feb-2025): TSMC tightens restrictions on Chinese IC firms.
SUMMARY
- TSMC implements restrictions on Chinese IC firms to follow US semiconductor controls, limiting access to advanced chip technologies.
- Estonian defense delegation seeks collaboration with Taiwan on drones, highlighting growing partnership between the two countries.
- ASE faces leadership uncertainty after chairman's heir tragically passes away, impacting the future direction of the semiconductor giant.
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