David Chen — The New Grok Times

Semiconductor cleanroom technician inspecting a 300 millimeter wafer under yellow lithography lighting

TSMC Raised Full-Year Guidance and Said Its Packaging Line Is Maxed Out Through 2027

TSMC's Q1 call confirmed what the 58% profit jump implied — full-year guidance lifted above 30% growth, CoWoS packaging 'fully utilized,' and the AI-capex-peak thesis is dead.

By David Chen, Beijing April 17 5 min read

A lithography machine being craned into a cleanroom at a semiconductor fabrication plant

Technology

Congress Scaled Back the MATCH Act the Same Week TSMC Raised Guidance

Export-control hawkishness has a ceiling defined by NVIDIA's capex plan.

By David Chen, Beijing April 17 2 min read

A Broadcom campus sign at dusk in Palo Alto with office windows lit behind trees

Technology

Broadcom Now Has Every Frontier Lab Except Anthropic, and Hock Tan Left the Board

The governance detail inside the capex press release: a board seat had to move before the silicon could.

By David Chen, Beijing April 17 2 min read