Taiwan-Japan industry 結果共10筆

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

Japanese American pop star Hikaru Utada announces plans to perform in Taiwan for the first time, sparking excitement among fans. Celebrating their 25th year in the music industry, Utada is set to bring their hit songs to Taipei and Hong Kong as part of the ＂Science Fiction Tour.＂

Taiwan Semiconductor Manufacturing Company (TSMC) is considering constructing a second facility in Japan’s Kumamoto Prefecture, with an announcement expected in February. The new facility is projected to attract an investment of around two trillion Yen, roughly NT$421.6 billion. TSMC’s first plant in Kumamoto is nearing completion, indicating a significant expansion of the Taiwanese company’s operations in Japan. Industry analysts speculate that this development, along with the completion of TSMC’s first plant, could attract more semiconductor-related industries, including those from Taiwan, to Kumamoto. The new plant is expected to produce semiconductor products ranging from 7 to 16 nanometers. TSMC currently holds the tenth position in the list of 2023’s top global companies by market value, with a valuation of $53.498 billion, or about NT$1.67 trillion, according to UK-based financial services provider City Index.

Taiwan’s EVA Airlines has been ranked the 14th safest airline in the world in 2024 by Australian airline review site AirlineRatings.com. The annual list features the top 25 safest airlines, assessed from 385 carriers. Air New Zealand holds the title of the world’s safest airline for 2024, followed by Qantas, Virgin Australia, Etihad Airways, Qatar Airways, Emirates, All Nippon Airways, Finnair, Cathay Pacific Airways, and Alaska Airlines. EVA Air is the only company from Taiwan to make it into the top 25. Japan Airlines, which was involved in a collision on Jan. 2, landed in the 20th spot. AirlineRatings.com evaluates carriers based on safety measures, flight records, serious accident records, pilot training, the age of their fleet, and more. The top 25 airlines are considered the creme de la creme of the aviation industry, known for their strong reputation in safety, innovation, and the introduction of new airplanes.

T’way Air has resumed operations on its Incheon-to-Taichung route, with the maiden flight carrying 189 passengers. Taichung City’s Tourism and Travel Bureau held a welcoming event for the inaugural flight and believes that reopening the route will deepen tourism exchanges between Taichung and Korea. Director Chen Mei-hsiu cited Taichung’s mild climate, convenient location, rich tourist resources, and food culture as attractions for Korean visitors. The Incheon-Taichung route, operating a Boeing 737-800, will have seven weekly flights, with daily round-trip service in winter. T’way Air is the third Korean airline operating the route, following Korean Air and Asiana Airlines. In 2023, the number of tourists traveling from Korea to Taiwan reached 470,000, ranking third after Japan.

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.

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.

Taiwanese supermodel and actress Lin Chi-ling shares a stunning photo of herself dressed in all black with striking red lipstick on social media. The photo was taken during an interview with ＂Tatler＂ magazine. In the article, Lin discusses her commitment to philanthropy, particularly her desire to help children and families in need. She aspires to be a guardian of children’s mental health, a cause close to her heart. Lin’s popularity extends beyond Taiwan, as she is beloved in Japan as well. Her attendance at the 60th Golden Horse Awards recently went viral in Japan, solidifying her influential status in the entertainment industry.

Amid strengthening industry ties between Taiwan and Japan, ASVDA plans discussions on EVs and smart technology. Gartner predicts a significant rise in global EV shipments, while the IEA foresees a major shift towards sustainable energy.

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.