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TSMC is exploring use of NVIDIA's Omniverse library to build a FabTwin virtual wafer fab environment and is using NVIDIA Metropolis and the TAO toolkit to advance defect detection.

2026-06-01

TSMC is exploring use of NVIDIA's Omniverse library to build a FabTwin virtual wafer fab environment and is using NVIDIA Metropolis and the TAO toolkit to advance defect detection.

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2026-06-01

South Korea's monthly semiconductor exports surged to a record $37.2 billion in May, data from the Ministry of Trade, Industry and Energy showed.

South Korea's monthly semiconductor exports surged to a record $37.2 billion in May, data from the Ministry of Trade, Industry and Energy showed.
2026-06-01

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring sh

Shenwan Hongyuan macro says public reports show recent US‑Iran talks aim for a 60‑day memorandum of understanding (MOU), with a tougher second negotiation phase to follow. Near‑term discussions appear focused on extending a ceasefire and restoring shipping through the Strait of Hormuz to quickly reduce global energy tail risk; nuclear issues are expected to be handled in phase two. An MOU, even if agreed, would not resolve all disputes at once. The text may be near “technical completion,” but short‑term reversals remain possible. Signing does not equal operational reopening: MOUs are typically non‑binding and there is a material gap between reaching a text and implementation. Even a temporary reopening of the strait could be reversed if phase‑two talks stall.
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