U.S. companies 結果共12筆

The U.S. National Science Foundation (NSF) has launched a groundbreaking program in Taiwan to support the country’s semiconductor and AI industries, marking the first time the NSF has sponsored seminars abroad to discover and fund deep tech companies. The initiative aims to strengthen Taiwan’s role in global technology supply chains and drive economic growth for both countries.

U.S. Secretary of Commerce Gina Raimondo aims for the U.S. to produce 20% of the world’s cutting-edge semiconductors by 2030. Companies like Intel, TSMC, and Samsung are seeking over US＄70 billion in subsidies under the 2022 CHIPS and Science Act. Raimondo highlights TSMC’s Arizona project and expresses gratitude for their contributions. The government plans to fund more projects to achieve the 20% global semiconductor production target by 2030. The U.S. Department of Commerce is expected to announce new subsidies, with TSMC likely to receive funding.

China’s Foreign Minister Wang Yi urges the U.S. to take concrete action against Taiwan’s independence during a meeting with U.S. Secretary of State Antony Blinken at the Munich Security Conference. Wang emphasizes that Taiwan is an inseparable part of Chinese territory and attributes any attempt to alter this status quo to Taiwan separatist activities and external forces. He calls for the U.S. to lift unilateral sanctions on Chinese companies and individuals and cease baseless harassment of Chinese citizens. Both parties agree to retain dialogue and communication and explore further exchanges between the two nations. Discussions also cover geopolitical flashpoints such as the Ukraine crisis, the Israel-Hamas conflict, and issues on the Korean Peninsula.

KMT vice-presidential candidate Jaw Shaw-kong claimed that he invited Taylor Swift to perform in Taiwan in 2023, but she declined due to concerns over the island’s geopolitical risks. Jaw warned that without a peaceful environment, investors would be discouraged from investing in Taiwan, potentially hindering the modernization and progress of businesses. He criticized the DPP for escalating tensions across the Taiwan Strait and believed that the U.S.’s harsh rhetoric and threats could deter potential investors. However, Taiwan’s Ministry of Economic Affairs disputed these claims, stating that foreign investment in Taiwan reached US＄10.7 billion by November 2023, the second-highest rate in 15 years. The MOEA emphasized that ＂war risk＂ did not deter foreign capital, citing major semiconductor companies and AI companies that have recently invested significantly in Taiwan. With the general elections approaching, the MOEA urged Jaw not to damage Taiwan’s reputation for political gain.

Taiwanese shipping companies Evergreen Marine Corp. and Yang Ming Marine Transport Corp. have chosen not to resume their Red Sea route following Maersk’s decision to do so. Maersk reinstated the route due to the ＂Red Sea crisis＂ caused by increased violence from Yemen’s Houthi rebels. The deployment of the multinational naval task forces under the U.S.-led Operation Prosperity Guardian (OPG) has allowed maritime trade to pass through the Red Sea/Gulf of Aden and resume using the Suez Canal. However, Maersk warns that the overall risk in the region has not been eliminated. The decision has led to concerns about container prices and resulted in a decline in Evergreen and Yang Ming’s stock prices. Freight rates for European and American shipping liners saw a significant increase after Maersk’s announcement.

China criticizes a US arms sale to Taiwan worth $300 million, demanding an immediate halt to US military aid. The Defense Security Cooperation Agency announced the sale includes secure communications systems for Taiwan’s defense. China argues that the sale violates the One-China policy and the three joint communiques, particularly emphasizing the one from 1982. The spokesperson for China’s Ministry of National Defense warns that any attempts to ＂use Taiwan to control China＂ will fail. China’s Foreign Ministry also launches a formal protest with the US and takes punitive measures against the involved companies.

Chinese companies are increasingly establishing supply chains in Vietnam as U.S. companies like Apple move production there, according to Japanese media reports. Export restrictions on advanced semiconductors and semiconductor production equipment to China by the Biden Administration have led to difficulties for Chinese manufacturers, prompting a shift in investment towards alternative manufacturing bases like Vietnam. Approved foreign direct investment in Vietnam increased by 15% from January to November 2023, with Chinese investment, including from Hong Kong and Macao, doubling from the previous year. Chinese investment in Vietnam is even higher when routed through subsidiaries based in Singapore and Thailand. Notable investments include Shandong Haohua Tire Co. Ltd.’s US$500 million investment and Trina Solar Co., Ltd.’s US$420 million decision. BYD Company also announced an expansion investment of US$144 million, bringing its total investment in Vietnam to over US$400 million. Japanese experts believe that Chinese enterprises must engage in joint advancements in cutting-edge technology with local entities to be seen as partners by the Vietnamese.

Taipei stock market remains steady around 17,360 points following a downturn in the US stock market. TSMC, the leading semiconductor foundry service provider, sees a rise of NT$3 to reach NT$573. Other semiconductor companies like UMC, PSMC, and VIS also experience modest gains. Additionally, electronic stocks like MediaTek show strength with a 1.4% increase to NT$940. Cable stocks outperform, while other sectors show slight fluctuations.

Nvidia’s President, Jensen Huang, stated at the New York Times’ DealBook Summit that achieving U.S. independence in the chip supply chain and reducing reliance on overseas manufacturing could take 10 to 20 years. President Joe Biden’s administration has imposed a ban on chip exports to China, citing national security concerns and the need to maintain the U.S.’s lead in the semiconductor industry. Nvidia, among other companies, is impacted by these export control measures, leading to concerns about negative impacts on the company’s revenue. However, Huang revealed that Nvidia is developing chips compliant with U.S. regulations for the Chinese market and plans to re-enter once they are ready. He also warned that the export ban could accelerate China’s domestic chip development, with numerous Chinese companies already working on competing technologies. Huang emphasized that Nvidia is already a decade ahead in artificial intelligence technology and that AI and deep learning innovation involve more than just designing new chips.

Taiwan’s foreign investment landscape has undergone a significant shift, with investments in Southeast Asia surpassing those in mainland China for the first time in 30 years. From January to October this year, Taiwan invested US＄4.96 billion in Southeast Asia compared to US＄2.63 billion in China. The total number of approved foreign investments during the same period decreased by 8.18%, totaling 1,864 investments. The total investment amount was US＄8.39 billion, marking a 27.35% decrease compared to the previous year. Jiangsu Province emerged as the main beneficiary of Taiwan’s investments in mainland China this year. The changes in Taiwanese investment behavior can be attributed to shifts in global supply chains caused by the COVID-19 pandemic and the China-U.S. trade war. Notably, Taiwan Semiconductor Manufacturing Company (TSMC), Foxconn, and Yang Ming Marine Transport Corporation played a significant role in foreign investment, with TSMC investing US＄8 billion in U.S. companies and €3.5 billion in German firms, while Foxconn and Yang Ming Marine each injected US＄800 million into Singaporean businesses. This year marks the first time in three decades that investment in Southeast Asia has exceeded that in mainland China.

Former U.S. President Donald Trump has stated that he would revoke current President Joe Biden’s Indo-Pacific Economic Framework (IPEF) if he wins the 2024 presidential election. Trump argues that the IPEF could negatively impact the American manufacturing industry and lead to increased unemployment rates. The U.S. previously withdrew from the Trans-Pacific Partnership (TPP) due to similar concerns. Negotiations for Biden’s IPEF began in September 2022, with a focus on major southern powers like India and Indonesia, aiming to promote economic cooperation and exclude China. The IPEF includes countries such as Australia, Singapore, Japan, and 10 other Indo-Pacific nations, constituting about 40% of the global GDP. It emphasizes fair and resilient trade, supply chain resilience, and clean energy. Taiwan’s chief trade negotiator expressed the country’s interest in monitoring the IPEF’s development and presenting a proposal for Taiwan’s inclusion at the appropriate time. President Tsai Ing-wen has also expressed Taiwan’s desire to join the IPEF, believing it would create more business opportunities for Taiwanese and U.S. companies.

Many Taiwanese food and beverage (F&B) companies have put their latest products on display at the Consumer Electronics Show (CES) in Las Vegas, U.S.