semiconductor industry 結果共72筆

Taiwan’s 2023 GDP growth forecast has been lowered to 1.42%, the lowest in 14 years, due to weaker exports and private investment. Year-end bonuses for Taiwanese workers have also been affected, with the average amount shrinking to 1.08 months’ worth of salary, hitting a 10-year low. The financial industry leads in bonus payouts with an average of 1.83 months’ salary, followed by the semiconductor industry at 1.38 months. The healthcare services industry averages just 0.97 months of salary, while the accommodations and food services sector lags further behind at only 0.59 months. Despite the downward revision, the DGBAS remains optimistic for 2024, forecasting a GDP growth rate rebound to 3.35%. However, challenges such as the Ukraine-Russia war, the Israel-Palestine conflict, and ongoing inflation may pose risks to the global economy. Looking ahead to 2024, local job banks predict pay increases in 47.5% of companies, with an average salary hike of 3.2%, slightly lower than in 2023. Experts caution that Taiwan’s economic recovery may not be as swift as hoped.

This news story covers the comprehensive submission of third-quarter financial reports by TWSE-listed companies, with Mutto Optronics Corporation being the only exception. It highlights significant revenue changes in various sectors, including the automotive, financial, and semiconductor industries.

Taiwan Semiconductor Manufacturing Company (TSMC) predicts a surge in artificial intelligence (AI) orders in the coming year, with October’s revenue reaching NT$243.203 billion ($8.6 billion), a 34.8 percent monthly increase and a 15.7 percent annual increase. TSMC’s stock price has also been on a steady rise, accumulating a growth of 7.5 percent since November. Morgan Stanley semiconductor research analyst Charlie Chan attributes TSMC’s revenue growth to signs of recovery and the robust demand for AI semiconductors worldwide. NVIDIA’s expanded order to TSMC, along with increased demand from clients like Apple and Advanced Micro Devices (AMD), has led TSMC to accelerate the enhancement of its advanced packaging technology, Chip on Wafer on Substrate (CoWoS). CoWoS enables TSMC to effectively reduce costs and trim electric consumption by packaging chiplets on a silicon interposer and placing them on a package substrate. However, TSMC’s current CoWoS capacity remains a bottleneck for NVIDIA’s AI GPU chips, though the company forecasts a rebound in productivity by the end of 2024 to meet customer demand.

The total semiconductor industry output is projected to reach NT＄4.3 trillion in 2023, with a year-on-year decrease of 11.2%, according to a revised forecast by Taiwan’s Industrial Technology Investment Corporation (ITRI). The wafer foundry industry is expected to have an output value of NT＄2.46 trillion, surpassing the earlier forecast of NT＄2.38 trillion, and showing an 8.2% yearly decrease. The semiconductor manufacturing industry, including wafer foundry and DRAM, is set to have an output value of NT＄2.64 trillion, with a year-on-year decrease of 9.6%. TSMC’s operational growth is likely to contribute to an anticipated 8.1% growth in Taiwan’s semiconductor manufacturing output in the fourth quarter.

Taiwan Semiconductor Manufacturing Company (TSMC) plans to recruit over 1000 young talents in 2024, aiming to reach new recruitment heights after hiring 1135 employees this year. As a dominant chip maker, TSMC is committed to being a top industry leader in providing electric power supplies and supporting Taiwan’s goal of achieving net-zero emissions by 2050. The recruitment process involves multiple stages, including writing and speaking tests, on-site reviews, and hands-on task evaluations. TSMC expects to fill 965 job positions across 16 disciplines, including electric power distribution, transmission, substation, electric engineering, machinery, civil engineering, and integrated administration. The company also aims to offer 40 positions for applicants with physical and mental disabilities. Preliminary exams will be held in Taipei, Taichung, Kaohsiung, and Hualien on May 12 next year. Successful candidates will be offered a starting salary of around NTD$ 32 thousand. TSMC encourages the public to apply for these positions and contribute to maintaining a stable and sustainable power supply for Taiwan’s future.

The Minister of Economic Affairs praised the growing industry ties between Taiwan and Japan at the 2023 Japan-Taiwan Image Exhibition. Investments from Japanese companies such as Ebara, Fujifilm, and semiconductor factories are expected to contribute significantly to Taiwan’s economy, reaching a value of NTD$10 billion. Japan’s interest in Taiwan’s semiconductor industry, particularly TSMC’s projects in Kumamoto, suggests the potential for future collaboration. Minister Wang Mei-hua emphasized the importance of adopting low-carbon and smart technologies for a sustainable future, aligning with Japan’s smart city initiatives. She also highlighted the potential of hydrogen power, urging Taiwan to follow Japan’s lead in developing new technologies and exploring infrastructure partnerships.

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.

The Ministry of Economic Affairs (MOEA) reassures that Taiwan has sufficient land for the semiconductor industry, despite concerns over shortages in land, water, energy, labor, and talent. Media reports claimed that Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) had abandoned its Longtan plant, highlighting potential issues in the semiconductor industry. However, the MOEA states that it is actively working on land allocation and expansion plans in science parks and industrial parks. The government aims to meet all land requirements for industry expansion and new factories, while providing full services to manufacturing businesses. The MOEA is fully committed to assisting semiconductor companies in developing in Taiwan, with the goal of maintaining Taiwan’s dominant role in global semiconductor manufacturing.

The global semiconductor revenue is projected to drop by approximately 12% in 2023 but is expected to rebound by more than 11% next year, reaching a total revenue of US＄550 billion, according to International Business Strategies (IBS). Major semiconductor companies, including Intel Corp, TSMC, and Samsung Electronics, have indicated that the industry downturn has passed. Although Samsung Electronics’ profit for Q3 fell 38%, inventory is returning to normal levels, and oversupply is easing due to production cutbacks. Samsung’s deputy head of the Memory Division suggests that the recovery trend could continue into next year. Despite challenges such as inflation, the war in Ukraine, and clashes between Israel and Hamas, the semiconductor market recovery reflects the resilience of the global economy.

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.

Explore the complex dynamics surrounding the semiconductor industry as Taiwan Semiconductor Manufacturing Company (TSMC) expands to the U.S. Scholars Larry Diamond and Orville Schell discuss the implications in their book ＂Silicon Triangle: The United States, Taiwan, China, and Global Semiconductor Security,＂ examining U.S., Taiwan, and China relations, as well as upcoming Taiwanese elections.

Taiwan Semiconductor Industry Association Chair Cliff Hou has made four key suggestions to the government in a proposal, emphasizing the need to prepare for significant changes in the global semiconductor industry due to the rise of AI.

Taiwan’s Minister of Foreign Affairs, Joseph Wu, expresses deep regret over former President Ma Ying-jeou’s suggestion that certain U.S. factions are using Taiwan’s semiconductor industry as a weapon, and condemns Ma for aligning himself with Chinese positions. Wu emphasizes the Taiwanese government’s position and the importance of garnering international support in the face of rising cross-strait tensions.

Taiwan Semiconductor Manufacturing Company (TSMC) Founder Morris Chang took to the stage on Saturday (Oct. 14) to warn of increased competition in the semiconductor industry in the upcoming years. Speaking at the company’s ＂Sports Day,＂ which resumed after a three-year hiatus due to the COVID-19 pandemic, Chang emphasized that TSMC remains a ＂battleground for the world’s geopolitical strategists.＂ ＂The competitive environment for TSMC in the years to come will not become any easier,＂ the 92-year-old founder said.

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) announced on Wednesday (Aug. 1) that it will temporarily send specialists from Taiwan to support their Arizona factory, which has experienced delays

Taiwan Foreign Minister Joseph Wu highlighted the crucial role of Taiwan’s semiconductor industry to the global community in the latest TVBS Meeting Room with Former U.S. Secretary of Defense Dr. Mark T. Esper on Monday (July 17) evening. 

Taiwan Semiconductor Manufacturing Company announced plans to build a second fab in Arizona in December 2022, raising its investment in the U.S. to US＄40 billion.

The global chip shortage affects everything from cars to consumer electronics as manufacturers vie for a slice of the silicon pie. Speaking at the annual convention of the Taiwan Semiconductor Industry Association (TSIA) on Oct. 19, the HTC President for the Asia Pacific, Charles Huang, told TVBS that every company is impacted.

Speaking at the annual convention of the Taiwan Semiconductor Industry Association, the HTC Vive Global VP of Corporate Development, Alvin Wang Graylin, told TVBS that Taiwan has a place in the game.

At the annual Taiwan Semiconductor Industry Association (TSIA) convention held in Hsinchu on Wednesday (Oct. 19), TSMC Chairman Mark Liu said little on recent reports of waning demand due to the weakening global economy and trade conflicts between the U.S. and China.

TSMC founder Morris Chang shared his views on the CBS 60 Minutes program released on Oct. 9, saying that the mutually beneficial semiconductor industry is perhaps why cross-strait relations have remained stable in recent years.