1. TSMC announces a $40 billion investment to build a semiconductor plant in Arizona, marking its largest overseas expansion; 2. The move aims to strengthen supply chain resilience and align with U.S. efforts to boost domestic chip production; 3. Challenges include labor shortages, cultural adjustments, and geopolitical tensions impacting global tech supply chains.

1. The US government plans to award Samsung $6.6 billion to expand semiconductor production in Taylor, Texas; 2. The funding will support the construction of two chipmaking facilities and a research center; 3. The move aims to strengthen domestic semiconductor supply chains and counter China's growing influence in the industry.

1. The US updated export control rules to restrict China's access to advanced semiconductor technologies like GAAFET; 2. The move aims to limit China's progress in AI and supercomputing by targeting cutting-edge chip production; 3. The restrictions reflect escalating tech competition and may impact global semiconductor supply chains and bilateral relations.

1. TSMC's Arizona chip factory faces delays until 2027 due to workforce and permitting challenges; 2. The U.S. struggles to attract semiconductor manufacturing despite CHIPS Act incentives, facing competition from Asian supply chains; 3. Delays highlight broader issues in U.S. industrial policy and tech self-sufficiency goals.

➀ LGES, once boasting about surpassing CATL, has fallen behind BYD in market share. ➁ The US Inflation Reduction Act (IRA) has complicated Korean battery manufacturers' expansion in the US due to stringent local content requirements. ➂ The shift towards LFP batteries in the global market poses a significant challenge to Korean battery makers who have heavily invested in NCM technology.