TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

__fail__

__fail__

__fail__

__fail__

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global tech giants. The company has announced plans to set up a new subsidiary in Bangpu Industrial Estate and build a new CCL plant there.

__fail__

__fail__