semiconductor supply chain 結果共13筆

The U.S. CHIPS and Science Act seeks to boost domestic semiconductor manufacturing. John Neuffer, CEO of the Semiconductor Industry Association, is optimistic about the act, highlighting early private sector commitments and the critical need to rebalance global chip manufacturing.

Discover insights from the ＂2024 Global Semiconductor Industry Survey＂ by KPMG, revealing optimism among executives despite challenges, with 85% expecting revenue growth and strategies for supply chain diversification.

Japan’s Prime Minister Fumio Kishida is set to visit the new Taiwan Semiconductor Manufacturing Co. (TSMC) factory in Kumamoto Prefecture, focusing on its readiness for mass production. The Japanese government is supporting semiconductor production infrastructure with a subsidy of up to JPY 1.2 trillion for TSMC’s expansion efforts.

The inaugural Taiwan-France High-Level Economic and Trade Dialogue, led by Taiwan’s Minister of Economic Affairs, Wang Mei-hua, discussed cooperation in semiconductors, AI, and electric vehicles. French officials agreed to integrate industrial and economic cooperation meetings, with a focus on supply chain opportunities in renewable energy and the space industry. Bilateral trade between Taiwan and France reached a record high of $60.9 billion last year, with significant investments from both sides.

Stay updated on the latest developments in Taiwan’s semiconductor industry with this story on the National Development Council Minister Kung Ming-hsin’s affirmation that Taiwan Semiconductor Manufacturing Company’s cutting-edge processing techniques will continue to be based in Taiwan. Learn about TSMC’s global expansion plans and Taiwan’s strategies to maintain its industrial competitiveness in the face of growing demand for advanced chipsets.

Taiwan Semiconductor Manufacturing Company (TSMC) has announced that its Japan subsidiary, JASM, will construct a second wafer fabrication plant by the end of 2024. The plant is expected to be operational by the end of 2027. With support from the Japanese government, TSMC plans to begin production at its first JASM wafer fabrication plant in 2024, with a total investment exceeding US＄20 billion. The construction of the second plant is driven by increasing customer demand. The expansion aims to optimize JASM’s cost structure and supply chain efficiency, resulting in increased production. Once both plants are operational, JASM’s Kumamoto wafer fabrication plant will have a monthly capacity of over 100,000 12-inch wafers. The Japan fab will offer process technologies ranging from 40nm to 6nm, catering to automotive, industrial, consumer, and high-performance computing applications. TSMC also mentioned that capacity planning can be adjusted based on client requirements. The Kumamoto wafer plant is expected to create more than 3,400 high-tech professional jobs.

Chairman Mitsuo Ohashi of the Japan-Taiwan Exchange Association visited the Kaohsiung City government to discuss enhancing industry, education, and tourism cooperation exchanges with Mayor Chen Chi-Mai. Ohashi emphasized the significance of Kaohsiung in Japan’s relations with Taiwan. Mayor Chen expressed enthusiasm for deeper interactions between Taiwan and Japan, highlighting the crucial role of Taiwan’s semiconductor industry in global supply chain security. He cited the collaboration between Taiwan Semiconductor Manufacturing Co. (TSMC) in Kaohsiung and Kumamoto, Japan, as an example of potential economic cooperation. Chen described the Taiwan-Japan relationship as a deepening bond, referencing their long-standing friendship and mutual support during crises. Ohashi, who visited Kaohsiung 40 years ago and has maintained connections with past Mayor Chen Chu and Taiwan’s representative to Japan, Frank Hsieh, expressed admiration for Kaohsiung’s recent development. He believes that Japan-Kaohsiung cooperation should extend to the private enterprise level and is hopeful for the future of Japanese-Taiwanese relations. Ohashi frequently speaks at the annual National Day reception at the Taiwan Economic and Cultural Representative Office in Japan, advocating for promoting friendly Japan-Taiwan relations as an example for the international community.

Taiwan’s Minister of Economic Affairs, Wang Mei-hua, has confirmed that discussions will soon take place with Taiwan Semiconductor Manufacturing Company (TSMC) regarding the inauguration date for its Kumamoto fab. The progress of TSMC’s Kumamoto fab is said to be outpacing other global expansion efforts. Wang expressed gratitude for the support provided by Japan’s central and local government authorities in establishing the plant. Equipment installation is already underway at TSMC’s Kumamoto site, with trial production set to begin in April 2024. The opening ceremony may be scheduled as early as February 24. Wang emphasized the importance of reinforcing cooperation between Taiwan and Japan, particularly in the semiconductor supply chain, and encouraged mutual investment to foster closer bilateral relations.

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.

U.S. Ambassador Matt Murray highlights the importance of APEC as a platform for dialogue on supply chain resilience and economic security, with a focus on the semiconductor industry, ahead of the Biden-Xi Summit.

TSMC Founder Morris Chang underscores the emerging challenges for Taiwan’s semiconductor industry, emphasizing national security amidst global shifts. With AI demand surging and changing supply chain dynamics post-pandemic, Taiwan must navigate geopolitical tensions and retain its global edge in chipmaking.

Taiwan’s Vice President Lai Ching-te calls for transforming Taiwan into Asia’s Silicon Valley during a speech in San Francisco. He highlights Taiwan’s tech achievements and global ties.

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly close to completing its plan to build a plant in Germany, according to sources within the company’s supply chain.