supply chain 結果共36筆

Discover how U.S. Secretary of Commerce Gina Raimondo warns of the severe impact on the U.S. economy if China takes control of Taiwan’s TSMC, a key semiconductor supplier.

Discover how Taiwan’s Vice President Lai Ching-te is shaping the new cabinet with a focus on cross-party collaboration, industry involvement, and strategic economic initiatives to tackle the nation’s challenges.

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.

Taiwan is actively pursuing membership in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) to enhance supply chain resilience and global economic security, with efforts including hosting seminars in Canada and gaining support from Canadian officials amidst potential opposition from Beijing.

Chen Mu-min, the Deputy Representative to India, highlights the strengthening of Taiwan-India relations through increased cooperation in trade, investment, education, and technology. He emphasizes India’s growing political influence as beneficial for Taiwan’s international engagement and notes the expansion of Taiwan Education Centers in India, alongside a rise in Indian students and researchers visiting Taiwan. The reorganization of the global supply chain is seen as a driving force behind Taiwanese manufacturers moving to India, promising a boost in trade volume between the two nations.

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.

The 2024 Taipei AMPA and Autotronics shows highlight the automotive industry’s efforts toward achieving net-zero emissions, with global partnerships and market growth opportunities taking center stage.

President Tsai Ing-wen meets with Laura Rosenberger of AIT to discuss Taiwan-U.S. cooperation in trade, supply chain security, and information security. The Taiwan Relations Act (TRA) of 1979 and its significance in U.S.-Taiwan relations, along with the impact of the three joint communiqués, shape the framework of U.S. policy toward the Taiwan Strait. The TRA aims to maintain peace, security, and stability in the region and influences U.S. arms sales to Taiwan and defense cooperation. The Taiwan Security Enhancement Act and the Taiwan Travel Act demonstrate ongoing developments in U.S.-Taiwan relations.

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.

Vice President Lai Ching-te commends Taiwan’s machine tool industry for its technological innovation and commitment to net-zero and digital transformation at the 2024 Taiwan International Machine Tool Show. Taiwan stands out globally for its high-end machine tool production and comprehensive industry showcased at the annual event. The government aims to strengthen Taiwan’s position as a high-end machine tool manufacturing country and rebuild a reliable supply chain with democratic allies amidst global changes. Vice President Lai also advocates for AI industrialization to attract international investment and drive innovation across all industries in Taiwan.

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.

Learn about Taiwan’s bid to join the CPTPP and its potential impact on global trade and economic security. Taiwan’s efforts to strengthen supply chain cooperation with Canada and seek inclusion in the trade agreement are highlighted.

Ferrari’s sales in Taiwan have surged in recent years, driven by the chip boom and global supply chain shifts. The luxury carmaker’s profits hit a record high, with Taiwan outpacing mainland China and Hong Kong in supercar sales growth. Despite Europe and the US being primary markets, Taiwan saw a significant rise in Ferrari sales, capturing 40% of the local two-door supercar market.

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.

China criticizes US restrictions on car exports, citing national security concerns. US subjects Chinese internet-connected cars to security risk review, sparking backlash from China’s Ministry of Commerce. White House alleges data collection on US citizens, prompting investigation. President Biden calls potential influx of Chinese cars a national security risk. US considers import restrictions on Chinese vehicles, impacting connected and autonomous cars and parts. U.S. Secretary of Commerce warns of data collection by Chinese smart connected cars, likening them to ＂iPhones on wheels.＂

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.

Eugene Chien, president of the Taiwan Institute for Sustainable Energy, discusses the challenges and opportunities of Taiwan’s planned carbon fee by 2025, aimed at achieving net-zero emissions by 2050. Insights from a recent survey show public unawareness and dissatisfaction with current climate change efforts, stressing the need for alignment with global carbon taxation trends and the integration of AI with ESG initiatives.

Vice President and President-elect Lai Ching-te reaffirms commitment to democracy and peace in Taiwan Strait and Indo-Pacific region during meeting with U.S.-Taiwan Business Council. Lai highlights alignment of Taiwan-U.S. economic cooperation with Indo-Pacific Economic Framework. Expresses gratitude for U.S. support following election, acknowledges solidarity against Chinese authoritarianism. Thanks U.S. for commitment to Taiwan’s security and efforts to address double taxation issue. Anticipates strengthened supply chain partnerships between Taiwan and U.S. through enacted double-tax relief act.

The Ministry of Foreign Affairs (MOFA) has stated that Beijing is working to isolate Taiwan globally in response to criticisms made by Kuomintang (KMT) presidential candidate Hou Yu-ih regarding Taiwan’s stagnant free trade agreements (FTA). During a presidential policy presentation, Hou criticized the Democratic Progressive Party (DPP) for its unsatisfactory economic performance and the lack of progress in bilateral and multilateral trade agreements. MOFA emphasized Taiwan’s commitment to global economic integration and bilateral economic cooperation, but highlighted the interference from China. MOFA believes that Taiwan’s ability to participate effectively in economic integration depends on its strength and global connections, especially as countries like the U.S. and European nations reassess their economic risks with China. MOFA urges all Taiwanese, regardless of political affiliation, to unite and enhance cooperation with like-minded nations in the face of external challenges.

Foreign investors are showing renewed interest in Asian stocks, particularly in Taiwan, according to a report released on December 25. In the week of December 18 to 22, foreign funds flowed back into Asian stocks, with the Taiwan Stock Exchange attracting NT＄643 million. South Korea also saw an influx of NT＄602 million. South Korean stocks performed the best, increasing by 1.4%, followed closely by Thailand with a 1.01% increase. Indonesia, the Philippines, and Vietnam also experienced positive growth. However, Taiwan’s stocks unexpectedly fell by 0.44%, despite being favored by foreign investors. India’s stock market also dropped by 0.53% for the week. In terms of overall performance in 2023, Taiwan’s stocks related to the AI supply chain surged 24.47%, surpassing the gains made by India (16.87%) and South Korea (16.24%). Looking ahead, PGIM noted that Taiwan’s industry has already hit bottom, with November’s export orders totaling US＄50.63 billion, driven by emerging technologies such as high-performance computing and artificial intelligence.

Taiwan’s investments in New Southbound countries in the first 11 months of 2023 have surpassed investments in Mainland China, according to the Ministry of Economic Affairs (MOEA). Investments in the New Southbound countries reached US＄5.13 billion, a 7.26% year-on-year increase, outstripping investments in Mainland China, which stood at US＄2.96 billion. This trend is driven by the supply chain diversification, accelerated by the U.S.-China trade war and major manufacturers’ strategies to decentralize operations. Investments in New Southbound countries now account for around 20% of Taiwan’s total overseas investments, whereas China accounts for approximately 11.5%. From January to November 2023, there were 2,102 approved cases of overseas-focused investments by Taiwanese and foreign entities, a decrease of 8.89% compared to last year. The amount invested reached about US＄10.8 billion (approximately NT＄323.7 billion), the second-highest for the period in the last 15 years but still representing a 13.04% decline from the previous year. Investments from New Southbound countries into Taiwan saw 609 approved cases within the same timeframe, an annual increase of 41.30%. The investment totaled approximately US＄2.5 billion (about NT＄75.7 billion), up 25.20% from the previous year, with the most significant inflows originating from Singapore, Thailand, and Malaysia. On a broader scale, the 504 approved cases of outbound investments from Taiwan marked a 2.44% annual increase, surging by 145.61% financially to roughly US＄22.8 billion (approximately NT＄684.4 billion). Investments in New Southbound countries revealed 195 approved cases, rising by 35.42% year-on-year, totaling around US＄5.1 billion (approximately NT＄ 154.1 billion) and constituting 20% of Taiwan’s total foreign investments. Singapore, Vietnam, and Thailand were the leading recipients. Conversely, approved investments in Mainland China amounted to 305 cases, down by 7.58%, with the approved investment sum decreasing by 33.91% to approximately US＄2.96 billion (about NT＄88.9 billion). Mainland Chinese investments in Taiwan experienced a 45.45% decline in approved cases to 24, with the investment figure falling 21.65% to about US＄27.4 million (approximately NT＄821.6 million).

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.

President Tsai Ing-wen urges international support for Taiwan, citing its democratic values, importance in the global supply chain, and strategic geographical location. Reflecting on the Democratic Progressive Party’s success in Taoyuan City, Tsai highlights the party’s growing vote shares and her achievements in the area. As the electoral campaign continues, Tsai emphasizes the completion of the first phase of her political blueprint and the need for her party’s candidates to remain in power to implement future plans.

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.

The ＂Automotive Cybersecurity Report 2023＂ by VicOne reveals that over 90% of cyberattacks target companies within the automotive supply chain, resulting in a financial toll surpassing US$11 billion in the first half of the year. Hackers are increasingly focusing on less security-conscious firms, posing a significant risk to the interconnected players in the industry. VicOne CEO Max Cheng calls for the automotive industry to prioritize cybersecurity measures, allocating resources and establishing comprehensive security infrastructures for robust protection against cyber threats.