The innovation of the study is that the deep learning method and sentiment analysis are integrated in traditional business model analysis and forecasting, and the research subject is TSMC for industry trend prediction of semiconductor industry in Taiwan. For the rapid market changes and development of wafer technologies of semiconductor industry, traditional data analysis methods not perform well in the high variety and time series data. Textual data and time series data were collected from seasonal reports of TSMC including financial information. Textual data through sentiment analysis by considering the event intervention both from internal events of the company and the external global events. Using the sentiment-enhanced time series data, the LSTM model was adopted for predicting industry trend of TSMC. The prediction results reveal significant development of wafer technology of TSMC and the potential threatens in the global market, and matches the product released news of TSMC and the international news. The contribution of the work performed accurately in industry trend prediction of the semiconductor industry by considering both the internal and external event intervention, and the prediction results provide valuable information of semiconductor industry both in research and business aspects.

US tech giant Nvidia will invest up to $100bn (£73bn) in OpenAI, the firm behind ChatGPT, the companies announced. Nvidia said it will supply high-performance chips needed for the processing power required by artificial intelligence (AI), of which OpenAI is a specialist. Described as a strategic partnership by Nvidia, it is the latest move by two high profile tech firms in the global AI race, where China is an emerging rival. The announcement comes after a series of high-profile investments by Nvidia, including a $5bn investment in Intel and a £2bn investment in the UK's AI sector. Nvidia said its latest investment will go towards growing data centres for OpenAI's next-generation AI infrastructure.

Many in Taiwan and elsewhere think one major deterrent has to do with the island's critical role in semiconductor manufacturing. Taiwan produces the majority of the world's semiconductors and more than 90% of the most advanced chips needed for AI applications. Bloomberg Economics estimates that a blockade would cost the global economy, including China, 5 trillion in the first year alone. "The international community must certainly do everything in its power to avoid a conflict in the Taiwan Strait; there is too great a cost." The island, which is approximately the size of Maryland, owes its remarkably disproportionate chip dominance to the inventiveness and prowess of one company: Taiwan Semiconductor Manufacturing Company, or TSMC.

Recent work has framed constrained text generation with autoregressive language models as a probabilistic inference problem. Among these, Zhao et al. (2024) introduced a promising approach based on twisted Sequential Monte Carlo, which incorporates learned twist functions and twist-induced proposals to guide the generation process. However, in constrained generation settings where the target distribution concentrates on outputs that are unlikely under the base model, learning becomes challenging due to sparse and uninformative reward signals. We show that iteratively refining the base model through self-distillation alleviates this issue by making the model progressively more aligned with the target, leading to substantial gains in generation quality.

Chipmaker Nvidia says it plans to build artificial intelligence servers worth as much as 500bn in the United States over the next four years with help from partners such as TSMC. Nvidia is the latest US tech firm to back a push by President Donald Trump's administration for local manufacturing. Monday's announcement includes the production of its Blackwell AI chips at TSMC's factory in Phoenix, Arizona, and supercomputer manufacturing plants in Texas by Foxconn and Wistron, which are expected to ramp up in 12 to 15 months. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency," Nvidia CEO Jensen Huang said. "Manufacturing AI chips and supercomputers in the US will create hundreds of thousands of jobs in the coming decades," Nvidia said in a statement.

Taiwan Semiconductor Manufacturing Co. (TSMC) could face a penalty of 1 billion or more to settle a U.S. export control investigation over a chip it made that ended up inside a Huawei artificial intelligence processor, according to two people familiar with the matter. The U.S. Department of Commerce has been investigating the world's biggest contract chipmaker's work for China-based Sophgo, the sources said. The design company's TSMC-made chip matched one found in Huawei's high-end Ascend 910B artificial intelligence processor, according to the people, who requested anonymity because they were not authorized to speak publicly about the matter. Huawei -- a company at the center of China's AI chip ambitions that has been accused of sanctions busting and trade secret theft -- is on a U.S. trade list that restricts it from receiving goods made with U.S. technology. TSMC made nearly 3 million chips in recent years that matched the design ordered by Sophgo and likely ended up with Huawei, according to Lennart Heim, a researcher at RAND's Technology and Security and Policy Center in Arlington, Virginia, who is tracking Chinese developments in AI.

As President Trump has announced varying tariffs over the last month, tech stock prices have dipped, with investors fearing broad impacts on different parts of the tech sector. Shares of NVIDIA, Taiwan Semiconductor Manufacturing Co (TSMC) and AMD have all wobbled, responding in part to news that Trump might implement a 25% tariff on semiconductors shipped to the U.S. The possible tariffs are said to be part of Trump's plan to try to get more semiconductor and AI-related manufacturing in the U.S. But industry insiders say that they're not yet changing any of their longterm approaches --and are mostly viewing the tariff threats as simply another input factor in a volatile industry whose prices are constantly shifting. "Tariffs are more of a blip as opposed to a strong headwind," says Scott Almassy, semiconductor lead at PwC. Nazar Khan, the COO and CTO of the data center company Terawulf, adds: "No one's really changing what they're doing because it's just too much guesswork." Trump's semiconductor tariffs could go into effect as early as April 2, he said.

Apple said on Monday it would spend 500bn in US investments in the next four years that will include a giant factory in Texas for artificial intelligence servers and add about 20,000 research and development jobs across the country in that time. That 500bn in expected spending includes everything from purchases from US suppliers to US filming of television shows and movies for its Apple TV service. The company declined to say how much of the figure it was already planning to spend with its US supply base, which includes firms such as Corning that makes glass for iPhones in Kentucky. The move comes after media reports that the Apple CEO, Tim Cook, met President Donald Trump last week. Many of Apple's products that are assembled in China could face 10% tariffs imposed by Trump earlier this month, though the iPhone maker had secured some waivers from China tariffs in the first Trump administration.

Despite Intel's recent woes, I didn't expect to see CEO Pat Gelsinger joining 15,000 or so of his colleagues being shown the door. Gelsinger is a storied engineer and business success who laid down an exhaustive rescue plan when he took the helm of the beleaguered chipmaker in 2021. It was never going to be a quick fix, given the company's long legacy of missteps. Gelsinger may be the public face of Intel's current malaise, but the problems started long before his tenure and will likely keep going. Gelsinger was tasked with addressing almost two decades' worth of bad decisions, all of which have compounded.

Taiwan Semiconductor Manufacturing Co. (TMSC) is the first CHIPS Act awardee to get part of the money that the government has promised. The Biden administration has finalized its grants for TSMC, which expects to receive 6.6 billion in grants as part of their agreement to grow semiconductor production in the US. TSMC will also loan another 5 billion from the government to fund the expansion of its planned 65 billion three-factory complex in Arizona. According to Bloomberg, it's getting at least 1 billion from the total before the year ends, since it has already met a certain set of requirements. In October, a Canadian research firm discovered that Huawei was using TSMC chips for its artificial intelligence accelerators even though that violates US government sanctions.