semiconductor supply chains 結果共8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. Commerce Secretary Gina Raimondo announces a US$5 billion investment in the semiconductor industry during her visit to Thailand and the Philippines. The investment aims to bolster production and foster growth opportunities in the Asia-Pacific region. Thailand’s commitment to the semiconductor sector is highlighted, with Minister of Commerce Srettha Thavisin emphasizing its strategic importance and readiness for industry collaboration. Raimondo’s visit underscores the U.S.’s focus on diversifying supply chains and strengthening ties with the region.

The Taiwan Lantern Festival 2024 will be held in Tainan on February 3, featuring lantern areas in Anping and the High Speed Rail (HSR), covering a combined area of about 50 hectares. The Anping Lantern Area will be open from February 3 to March 10, while the HSR Lantern Area will be open from February 24 to March 10. The HSR lantern area, spanning about 28 hectares, is located around the International Convention Center Tainan (ICC Tainan) and consists of three main sections: the main exhibit, ＂Light in the City,＂ and a ＂green-energy＂ zone. The main exhibit will have 11 themes, while ＂Light in the City＂ will guide visitors through Tainan’s 400-year history using sound, light, and art. One of the main attractions in ＂Light in the City＂ is the art installation called ＂Infinity Cube,＂ a 16-meter-high structure funded by Taiwan Semiconductor Manufacturing Company (TSMC) at a cost of over NT$10 million. The Infinity Cube is made up of thousands of mirror-reflective plates, creating diverse visual effects that reflect the surrounding environment during the day and illuminate the city at night. Tainan Mayor Huang Wei-che expressed gratitude to TSMC for its sponsorship and believes it will attract more visitors to the festival. TSMC sees this artwork as an embodiment of its ESG vision, focusing on green manufacturing, responsible supply chains, a diverse workplace, talent development, and caring for the underprivileged.

In an exclusive interview, Bonnie Glaser discusses Taiwan’s security landscape, international media coverage, and the evolving dynamics in U.S.-Taiwan relations.

Taiwan’s Minister of Foreign Affairs, Joseph Wu, emphasized in an exclusive interview with CNN that Taiwan is a democratic nation and that the majority of its people wish to maintain the status quo across the Taiwan Strait. Wu discussed various topics, including the significance of Taiwan’s presidential elections for its democratic growth, national defense, Indo-Pacific conditions, and Taiwan-India relations. He highlighted President Tsai Ing-wen’s commitment to upholding the political status quo, which has gained international recognition. Wu also emphasized the importance of peace and stability in the Taiwan Strait, as Taiwan produces 90% of the world’s semiconductor chips. He addressed the military threats from mainland China, stating that Taiwan is striving to enhance its defense capacities to deter aggression. Additionally, Wu expressed hopes to strengthen the connection between Taiwan and India in integrating their semiconductor supply chains through talent cultivation.

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.

Taiwan Semiconductor Manufacturing Company (TSMC) may face obstacles in establishing a factory in Germany due to a shift in German subsidies. Minister of Economic Affairs Wang Mei-hua has confirmed that the German government is actively addressing the budget issues involved. The recent ruling by Germany’s Federal Constitutional Court, which deemed the diversion of pandemic funds for the ＂Climate and Transformation Fund＂ unconstitutional, has raised concerns about the fulfillment of financial promises to TSMC and other tech giants like Intel Corporation. If Germany decreases its subsidies, TSMC may need to renegotiate or even abandon its plans for the factory. The Taiwanese government is closely monitoring the situation and is prepared to provide support if necessary. This investment dispute has significant implications for the global supply chains and the semiconductor industry, as TSMC’s advanced semiconductors are in high demand worldwide.

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.