Channer Liu

Asia reporter covering TSMC and semiconductor industry developments, providing analysis on chip manufacturing, capital spending, and supply-chain dynamics.

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Jan 15, 2026 • 41min

Thinking Machines Co-founders Head to OpenAI, Zuckerberg’s AI Warning | Jan 15, 2026

Join Channer Liu, an Asia reporter focused on the semiconductor industry, as he discusses TSMC's record $56 billion capital spending and its dominance in advanced chipmaking. Stephanie Palazzolo dives into the drama at Thinking Machines Lab as co-founders return to OpenAI, stirring investor concerns. Analyst Gil Luria highlights Meta's heavy investment in Reality Labs amidst skepticism about its profitability. Lastly, Anita Ramaswamy sheds light on ByteDance's undervalued $330 billion, while Rocket Drew explores how companies are hiring and training AI-native talent.

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