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Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)

William Sandlund / Financial Times : Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungr...

30 April 2025

TSMC has begun building a third fab in Arizona, announcing the third phase of its US expansion the same day Commerce Secretary Howard Lutnick toured TSMC's site (Jane Lanhee Lee/Bloomberg)

Jane Lanhee Lee / Bloomberg:
TSMC has begun building a third fab in Arizona, announcing the third phase of its US expansion the same day Commerce Secretary Howard Lutnick toured TSMC's site  —  The world's most advanced chipmaker announced the third phase of its US expansion the same day Commerce Secretary Howard Lutnick …

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