The Semiconductor Industry · Full chronicle and history

The U.S. Department of Commerce's 50% affiliate rule targeting China is scheduled to automatically resume around November 10, overlapping with the timeline of the Huawei case proceedings.

According to a post by the X account @__Inty__, former U.S. President Trump publicly accused Taiwan of "stealing" America's chip business years ago.

Taiwan President Lai Ching-te attended the inauguration ceremony of Micron's Advanced Packaging and Test Fab 2 in Taichung, stating that Taiwan will support industrial development and advanced technology research and development.

The Taipei International Semiconductor Exhibition has opened. Taiwan's economic authority said that companies have recently added $20 billion in new investment in the United States, with the related investments involving the semiconductor and artificial intelligence server industries.

Chip stocks dragged down US equities, with the S&P 500 index falling 0.51%, the Nasdaq index falling 1.47%, and the semiconductor sector falling 4.3%.

TSMC announced an additional $100 billion investment in capacity and equipment in Arizona, USA, bringing its total investment in the United States to $265 billion.

On June 9, 2026, TSMC executives stated clearly in an interview with the BBC that, despite expanding capacity in the US, Europe, and Japan, the world's most advanced cutting-edge semiconductor chip manufacturing will be firmly maintained and retained in Taiwan for the long term.

The US House Foreign Affairs Committee has passed a bipartisan chip security bill aimed at curbing the smuggling of American semiconductors to foreign adversaries like China.